Entity Tax Strategy Series
Practical tax knowledge written for business owners, investors, and entrepreneurs
AE Tax Advisors publishes the Entity Tax Strategy series, practical tax knowledge written for business owners, investors, and entrepreneurs. Each book covers a different entity structure in plain language with real-world case studies.
How Business Partners Reduce Taxes, Share Profits, and Build Wealth Together
Read more at partnershiptaxbook.com →How Business Owners Use the 21% Corporate Rate to Build Wealth and Fund Growth
Read more at ccorptaxbook.com →Cost Segregation, Bonus Depreciation, and Tax Secrets for Short-Term and Long-Term Rental Owners
Read more at therealestatetaxbook.com →How Small Business Owners Slash Self-Employment Tax and Keep More of What They Earn
Read more at thescorptaxbook.com →Frequently Asked Questions
Do you work with clients outside Montana?
Yes. We work with clients nationwide from our office in Billings, Montana. Federal strategy is identical across states, and we coordinate state-specific issues including pass-through entity tax elections, nexus, and residency wherever clients operate.
How do you charge for advisory work?
Published standard advisory pricing is $7,800, paid as two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation and additional services are separately scoped and priced. Confirm current fees and deliverables in the written engagement.
How quickly can strategies be implemented?
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
What does a tax advisory engagement include?
Confirm deliverables in the signed scope: prior-year review, forward planning, implementation responsibilities and the period of support or audit-defense coverage. Returns, amendments, cost segregation and additional work are separately scoped and priced. An advisory engagement does not promise unlimited future planning or free annual filing.
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Need a Custom Tax Strategy?
The books cover general strategies. For a tax plan tailored to your business, properties, and income, schedule a consultation with the AE Tax Advisors team.
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