The family business: a never ending saga… think taxes, economics and human emotions (08/10)

Almost all readers of this column with tax problems who contact me are owners or part owners of a family business. Each has a unique story… Most would make an [...]

Read more...

“Could this be the end of all your estate tax problems?” (07/09)

The answer to the above headline question is a thundering ‘YES’ for about 99% of everyone reading these words. Why? Because it is almost certain that before 2009 ends, the [...]

Read more...

New law, new strategies and new info to make you wealthy or (if you are already wealthy) wealthier (06/09)

Knowledge is power. The right kind of new knowledge – if you know what to do with it – IS… HAS BEEN… and always WILL BE an economic powerhouse for [...]

Read more...

At last, a tax law (captive insurance) that actually cuts your cost of doing business, while you and your business enjoy tax-advantaged benefits (05/09)

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 [...]

Read more...

Estate planning is a two edged sword: 1) How to make it. 2) How to keep it. (04/09)

For years this column has hammered away at the concept – when talking about estate planning – that “You ain’t dead yet.”… And therefore you need two plans. My point [...]

Read more...

The problem with estate planning, and finally some proven easy-to-do, and fast solutions (02/09)

What’s the problem?… actually a nice problem. Let me put it gently… For your estate plan to become effective you must be in heaven. But (thankfully) you ain’t dead yet. [...]

Read more...

Irv didn’t invent taxes, just 227 ways to beat them…legally! (01/09)

Would you believe just the basic tax law – the Internal Revenue Code and the regulations – have about 50,000 pages (small print). Complex! Changes abound! Most of all, no [...]

Read more...

Nine estate tax problems and their solution

MAKE YOUR ESTATE TAX PROBLEM MY ESTATE TAX PROBLEM The Nine Critical Problems (and Their Solutions) You Must Solve to Complete Your Estate Plan When a concerned taxpayer calls my [...]

Read more...

Nine Estate Tax Problems and Their Solutions

MAKE YOUR ESTATE TAX PROBLEM MY ESTATE TAX PROBLEM The Nine Critical Problems (and Their Solutions) You Must Solve to Complete Your Estate Plan When a concerned taxpayer calls my [...]

Read more...

YES, YOU CAN BEAT THE ESTATE TAX… LEGALLY AND EASILY

If you use the right tax tools and techniques together with the right professionals (lawyer, insurance consultant, and CPA), you can and will develop a plan to beat the IRS. [...]

Read more...

« Previous Page — Next Page »