AT last, a tax law (captive insurance) that actually cuts your cost of doing business, while you are your business enjoy tax advantaged benefits

The Internal Revenue Code is not a friendly creature. It is designed to “taketh” your money; “giveth” is not in its vocabulary. Yet, there is a section of the Code [...]

Winning the tax game for a family business requires solving two sets of problems: money, and human

Recently, I read an article titled, “What Makes For Success?” by Kemmons Wilson, the founder of Holiday Inn. He said, “It is great to attain wealth, but money is really [...]

Want to learn how to turn your qualified plans from a dangerous tax trap into a great tax advantaged victory

There are many types of qualified plans: pension, profit-sharing, 401(k) and IRAs are the most popular. True enough, each is a great tax strategy if you ultimately need the plan [...]

The best way to handle a new business opportunity

Every year, this must happen a million or more times. What? A successful family owned business is presented with or dreams up a new business opportunity with good (maybe even [...]

How a second opinion enriched Joe and his family at the expense of the IRS

This is a war story. Joe, a 60-year old reader of this column, owned 100-percent of Success Co. He called me and wanted to know which of two estate plans [...]

AT last, a tax law (captive insurance) that actually cuts your cost of doing business, while you are your business enjoy tax advantaged benefits

Winning the tax game for a family business requires solving two sets of problems: money, and human

Want to learn how to turn your qualified plans from a dangerous tax trap into a great tax advantaged victory

The best way to handle a new business opportunity

How a second opinion enriched Joe and his family at the expense of the IRS

Estate Tax Blog

What We Do

Categories