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 [...]

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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 [...]

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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 [...]

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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, [...]

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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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Don’t lose a lifetime of wealth to the IRS

Many business owners spend a lifetime accumulating wealth for their families, yet lose it to the IRS why? The tax law frustrates successful business owners at every turn. Never have [...]

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Want To Get Real estate Out Of Your Corporation — Tax Free?

Do you have real estate in your corporation? If so, raise your hand and keep reading. About once a month, we get a call at the office asking a question [...]

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