A stylized timeline of life with tax forms emerging from key milestones.

Your Life’s Tax Timeline: A Decade-by-Decade Guide

Tax Planning, Estate Planning, Financial Planning, Succession PlanningOctober 30, 20240Comments
Taxes are a fact of life, but they don't have to be a constant source of stress. Just like life itself, your tax situation evolves as you move through different stages. This blog post will be your roadmap, outlining key tax considerations for each decade of your adult life, from your adventurous 20s to your…

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Watercolor illustration of a family tree with branches holding business symbols, representing the interconnectedness of family and business in succession planning.

Passing the Torch: A Comprehensive Guide to Succession Planning for Family Businesses in 2024

Financial Planning, Succession PlanningOctober 20, 20240Comments
Start succession planning early and seek expert advice to ensure a smooth transition.

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Line art drawing of two farmers shaking hands in a field.

Navigating the Great Farmland Wealth Transfer: A Guide for Individuals and Businesses

Succession Planning, Tax PlanningOctober 13, 20240Comments
Are you ready for one of the largest wealth transfers in U.S. history? Over the next two decades, an estimated $24 trillion in farmland and agricultural assets will change hands. This significant shift presents both opportunities and challenges for current landowners, aspiring farmers, and investors. At XOA TAX, we understand the complexities of this transition…

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