Stop IRS from taking most of the dollars in your retirement plan
I am about to kill a few sacred cows. Qualified-employee-benefit-plan cows to be exact. This is a painful subject. The best introduction I ever heard of the subject was in a speech by Jonathan...
View ArticleIrv Didn’t Invent Taxes, Just 227 Ways To Beat Them
There are three main ways the federal tax law picks your pocket and becomes your legal partner: payroll taxes, the income tax and the estate tax. So, how can you fight back? Here are five areas in...
View ArticleMulti-generational planning means more wealth for all.
While browsing though my small mountain of files looking for ideas on what to write, I ran across a timely and interesting article in an old issue of Newsweek titled, “Darling, It’ll All Be Yours —...
View ArticleA smart way to transfer your business
This article is about an old IRS letter ruling that is one of my favorites. It might be labeled “The lazy man’s way to plan your business transfer.“ The ruling shows you how to take advantage of some...
View ArticleSave by getting the real estate out of the corporation
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 something like this: “How can I get real estate...
View ArticlePlease write a check to the IRS for $3,167,000
Through the years, our office has listened to an endless stream of taxpayers complain about the income tax. But if you ever want to see anger, frustration and bitterness, meet with the beneficiaries...
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