Isler Insider Blog

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

January 26, 2022

Real estate owners who have purchased, constructed or renovated real estate should consider performing a cost segregation study to accelerate depreciation and defer income taxes. Watch now to learn more. …

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Protecting Wealth With a Life Insurance Trust

December 16, 2021

A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one’s heirs. Learn how a life insurance trust works and how it may help you protect wealth. …

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Leveraging a Spousal Lifetime Access Trust

October 26, 2021

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption. …

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An accountant in a navy blazer works at a desk, using a calculator with one hand and writing in a notebook with the other, beside printed financial charts and a laptop.

2021 Midyear Check-In

August 25, 2021

It is the middle of August and like most people you are probably enjoying the summer season. I particularly enjoy the long days, warm nights, and time with my family....…

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Printed financial charts and a spreadsheet laid beside a desktop calculator, a pen and a clipboard.

Time-sensitive information about ACA protective claims – potential action required by July 15th

July 10, 2020

The Supreme Court is expected to render a decision in 2021 on the validity of the 2010 Patient Protection and Affordable Care Act (ACA) that may impact certain taxes you...…

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Which type of trust should I use?

February 27, 2020

When a couple is drafting estate documents, the lawyer will setup provisions for how the estate is to be distributed upon the death of the first spouse. Many attorneys and...…

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A laptop displaying a bar chart on a wooden desk, with a calculator, reading glasses, a notebook, a magnifying glass and a coffee cup.

2019 Year-End Tax Planning for Individuals

December 3, 2019

As the end of 2019 approaches, more and more information and guidance is released by the IRS relating to the Tax Cuts and Jobs Act, as well as guidance relating...…

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An accountant in a dark suit uses a calculator at a wooden desk, pen in hand, with an open laptop and printed financial charts.

2019 Year-End Tax Planning for Businesses

December 3, 2019

As year-end approaches, each business should consider the many opportunities that might be lost if year-end tax planning is not explored. A business may want to consider several general strategies,...…

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Two colleagues review financial data at a desk, one using a calculator while the other points to a tablet showing a pie chart.

7 Big Questions About the Oregon Corporate Activity Tax

May 17, 2019

1. What is the Corporate Activity Tax? a. A corporate activity tax is imposed on each person (Defined in Question #4) with taxable commercial activity (Defined in Question #2) doing...…

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Overhead view of three colleagues reviewing printed bar, pie and donut charts spread across a wooden table, with two calculators and pens.

Planning for Your Taxes in 2018 part 8: Open and Honest Conversation

December 28, 2018

This is the eighth installment of our monthly tax blog on the Tax Cuts and Jobs Act. Over the last seven months we, at Isler CPA, have been sharing with...…

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