A report on the 2006 wealth transfer plan test

Back in early 1995 I wrote a long article for this column titled, “A New Plan to Beat the Estate Tax.” The article said in part: “If you use the [...]

How to turn your hidden assets into cash

Does $120,000, $200,000 or more paid to you — in cash — sound interesting? Without any investment, risk or work? We call it the “Hidden Asset Strategy” (HAS).
What is your [...]

The client called it tax magic

Do you have a large amount of retained earnings and excess cash in your corporation, but the double taxing power of the law has your cash locked in? Most business [...]

The best retirment plan I’ve ever seen

Mention retirement to any group — no matter how young or old — and the knee-jerk reaction is almost always the same: stuff as much as you can into a [...]

Exploring the various needs in estate planning

Most of the concepts and strategies you read in this tax column are really answers to questions asked (or concerns, problems or fears told to us) by readers who called [...]

A report on the 2006 wealth transfer plan test

How to turn your hidden assets into cash

The client called it tax magic

The best retirment plan I’ve ever seen

Exploring the various needs in estate planning

Estate Tax Blog

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