Heather Carter

Heather Carter, Nissen and Associates Taxes and Accounting team

How to Ensure a Smooth Transition When Succession Planning

As Baby Boomer business owners approach retirement, planning for …

Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election

The Form 706, also known as the United States Estate (and …

When Home Ownership Makes More Sense Than Renting: A Financial Perspective

We often encounter clients who are at a crossroads: should they …

Unlock Cash Flow and Profits: The Power of Installment Sales when Selling Your Rental

The installment sales method is a significant tool for taxpayers …

Unlimited Deductions: How Landlords Can Navigate Beyond the $25,000 Loss Limitation

Are you a taxpayer who owns rental property who wonders about …