Apply 20/20 Hindsight Profitably Through Tax Planning
In tax planning, hindsight really is 20/20, for three reasons. First, you can learn from past actions what NOT to…
How Will Federal Reserve Rate Changes Impact Tax Planning?
The Federal Reserve, after months of telegraphing its move, raised its key interest rate targets by a quarter of one…
Businessman Sells Company – Keeps Taxes in His Pocket for…
Family-owned businesses are a cherished American ideal, but it takes a commitment from multiple generations to keep such enterprises going.
IRS Seeks to Limit Minority-Interest Estate Tax Moves
For years the IRS has been asking Congress to close a number of loopholes in tax law through which savvy…
Taxes Are Done. How Big Was the Check You Wrote?
Every year the process of completing tax returns uncovers unpleasant surprises for business and investment property owners. Unexpected revenue, generally…
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…
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…