The retirement plan rescue

Raise your hand if you have a substantial amount in a qualified retirement plan — typically an IRA, 401(k), profit-sharing plan or the like. For our purposes, a substantial amount [...]

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Do you have discretionary capital?

Learn how to multiply it, tax free.
No question about it: Everyone would like to have “discretionary capital.” What is it? It’s spendable stuff (like cash or investments-for example, CDs, stocks [...]

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Did your lawyer (inadvertently) rip you off

Joe (a 63-year old reader of this column who hails from Iowa, but winters in Florida) almost cried when talking to me on the phone. He said, “I still want [...]

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How to turn a tax tragedy into a wealth-building miracle

Do you have a large amount of money in an IRA, profit-sharing plan, 401(k) plan or other qualified plan? Or know someone — family, friend or co-worker-who does? Then, this [...]

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A time-tested method for making a tax-advantaged investment

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 the corporation? [...]

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Estate Tax Blog

by Irv Blackman

First and foremost, Irv Blackman is both a CPA and a lawyer. Irv is a tax guy. Stay tuned to the site by signing up for the RSS feed.