Break the Homeowner Liquidity Trap with Better Tax Planning
Long-time Silicon Valley homeowners who bought homes back when there were more orchards than tech companies face a liquidity trap…
Warren Buffett Emphasizes Tax Deferral Above Avoidance
If someone offered you an interest-free loan to buy a house, and the offer was legitimate, you would take it.
Selling the Family Business? You Have Options; Each Has Tax…
For me, the end goal of tax planning not just how much tax savings can be gained. It…
Mid-Year Tax Planning – Time to Reset Your Thinking?
As we hit the mid-point of 2017, we have six months of experience under our business belts, and…
Selling Appreciated Assets – Can You Shrink the Tax Hit…
The U.S. tax code is complicated and now stands at a daunting 70,000 pages, giving some taxpayers pause, as they…
Do You Owe Back Taxes? Tackle Them Head On –…
People fear the IRS. Even if you file and pay your taxes promptly every year, there is a…
Why Does Our Government Allow Tax Deferral?
It is not uncommon when I present a tax deferral or tax elimination plan to a client, that they stop…
Why Getting a Second Opinion on Your Financial Health Makes…
We have all learned from childhood that it is prudent to get a second opinion if we are diagnosed with…