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You Should Plan to Internationalize Your Life Now

You Should Plan to Internationalize Your Life Now

by Stephen Morris, CPA, MBT, CCIM | Feb 1, 2024 | International

Why You Should Consider Multiple Residencies in 2024 Happy New Year to everyone. We took a break from posting to spend some time with friends, family, and tax planning. Year end is always the busiest time of the year for us as we lock in last minute adjustments,...
Learn more about UAE with Ascent Auditing in our first ever interview!

Learn more about UAE with Ascent Auditing in our first ever interview!

by Stephen Morris, CPA, MBT, CCIM | Dec 12, 2023 | International

Join us in this insightful 37-minute interview with Dolly Joshi and Shrey Joshi from Ascent Auditing, as we delve deep into the thriving business landscape and tax benefits of the United Arab Emirates, particularly Dubai. This comprehensive discussion sheds light on...
What I Learned from Traveling to Dubai and the UAE

What I Learned from Traveling to Dubai and the UAE

by Stephen Morris, CPA, MBT, CCIM | Nov 22, 2023 | International

Hope everyone is having a wonderful start to the holiday season. More than anything, Thanksgiving is the time of year I look forward to the most since I love cooking the feast and of course, eating delicious roasted turkey with the family. I’ve been absent from this...
California’s Passthrough Entity Tax Credit: Maximizing Benefits

California’s Passthrough Entity Tax Credit: Maximizing Benefits

by Stephen Morris, CPA, MBT, CCIM | Oct 12, 2023 | Tax Strategies

Hope everyone is having a fantastic week. We put together a video for you to help you understand how the passthrough entity tax credit works and why you should seriously consider taking advantage of it whenever you can! Feel free to contact us if you need further...
Achieving a 10.5% Tax Rate Can Be Your Reality

Achieving a 10.5% Tax Rate Can Be Your Reality

by Stephen Morris, CPA, MBT, CCIM | Oct 5, 2023 | International, Tax Strategies

I really think that the Internal Revenue Code garnered such a mythology around it such that my clients sometimes view me as a sorcerer who can conjure up the right tax law to magically make their tax liability $0 or close to it, especially many months after the tax...
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