The Year We Paid the Tax on Purpose

In 2012, a client paid over $2 million in tax he could have legally deferred. On purpose. It might have been the best decision in the deal.

This week's issue is on boring installment sales - where we find tax planning tricks and tax traps too.

Jeffrey Rosen, CPA, CGMA, MBA and I lead the Family Office practice at Frazier & Deeter, where we work through decisions like these every day for our clients. Follow me to subscribe to our weekly newsletters. We also have a new issue in our family office series every Thursday.

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