A proven solution to make your company’s 401(k) plan healthy

Do you own a closely held business?… A business with a 401(k) plan?… More specifically a 401(k) plan that is often called “self-directed” (where each employee/participant selects how to invest [...]

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New IRS rules make estate planning easier….thank goodness!

Beating up the IRS… legally… has always been a challenge and also one of my favorite indoor sports. Historically, new tax law brings new challenges, complexity and uncertainty. Surprise! The [...]

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Are Your Life Insurance Policies a tax-advantaged victory or are you being ripped off?

My law school professor, who taught advanced estate planning, often said, “Life insurance – properly structured – in estate planning is the bedrock of beating up the IRS… legally.” This [...]

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Finally, A new estate tax law

But more like a good news, bad news joke On December 17, 2010, the President signed the 2010 Tax Relief Act (New Law), after cutting a deal with Congress. In [...]

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The Wall Street Business Model is Broken

Finally, a profitable way to fix it Because this is a tax column, when readers call me to consult, taxes – usually concerning business transfer or estate planning – are [...]

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Succession, Estate & Lifetime Planning

Three Natural Companions for Family Business Owners Do you own (all or part of) a closely held business? Sooner or later – like it or not – you must deal [...]

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Blackman’s Primer on what they (the people who take your money) don’t want you to know about estate tax planning

If this article was a college course, it would be called “Estate Taxonomics 101.” If you have, or could have an estate tax problem, this is must reading. We expose [...]

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Tax Advantaged Investment Strategies (to safely boost your income)

Work for the little guy, his supervisor and the multi-millionaire owner of the company. Investors are suffering. Interest rates are at historic lows. The stock market, plagued with roller coaster-like [...]

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Succession Planning: Why so many family business owners fear it…

HOW TO CALM THOSE FEARS The 32nd president (FDR) said in 1933, “Fear paralyzes those who succumb to it.” Some things are downright scary. Try taxes… especially estate taxes. Can [...]

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Wake up Congress, “It’s time to use the tax laws to help the economy recover, not make it worse”

Here’s a question that as of today (July 31, 2010) does not have a clear answer: Will Congress extend the Bush tax cuts that became law in 2001 and 2003 [...]

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