Tax Strategies

How a Plastic Surgeon Beat a $15,000 State Audit With Cerebral Tax Advisors’ Guidance

The Client Name Dr. Jordan D. Frey, MD Specialty Plastic Surgery Location Buffalo, New York Business/Platform: Founder, The Prudent Plastic Surgeon Dr. Jordan D. Frey, MD, is a board-certified plastic surgeon based in Buffalo, New York. As the founder of The Prudent Plastic Surgeon, he combines his medical expertise with a passion for financial literacy, […]

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Why Real Estate Syndications May Not Offer Immediate Tax Benefits

Real estate syndications are a popular investment vehicle for high-income professionals looking to diversify their portfolios. They offer access to the advantages of real estate ownership without the burden of direct property management.  These investments offer meaningful long-term income potential, but a common misconception among first-time investors is that real estate syndications provide immediate tax

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Tax Benefits of Investing in Oil and Gas: A Detailed Overview

Oil and gas are a staple of energy production throughout much of the world, and their potential returns make oil and gas investments an attractive option. Tax incentives designed to encourage oil and gas production also help these opportunities stand out. If you’ve ever considered diversifying your portfolio with energy assets, it’s essential to understand

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How an Eye Care Clinic obtained $82,000 annual tax savings with the help of Cerebral Tax Advisors

The Client Business/Industry Eye Care Location Washington State Business Inception 2017 Number of Employees 12 Estimated Annual Gross Income $1,000,000 The Problem This Eye Care Clinic came to Cerebral to overcome the following challenges: The Solutions After analyzing the clinic situation in detail, Cerebral Tax Advisors worked with the client to implement the following tactics

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