The Internal Revenue Service (“the Service”) annually publishes its Dirty Dozen list. The Dirty Dozen list compiles a variety of scams along wit...
Taming the Planning B.E.A.S.T. Part V – Tax Minimization
By: James M. Duggan, JD Part IV – Taming the Planning B.E.A.S.T. Part IV – Succession Planning In this, the final installment of the “Taming...
You Should Take Action Now to Avoid FATCA’s New 30% Tax
In 2010, Congress and President Obama carried into law the Hiring Incentives to Restore Employment Act (“HIRE Act”). The HIRE Act contained a se...
Learning Medicaid Planning Can Add Value to Your Practice
We’ve been suggesting for years that every advisor who gives advice to clients age 60 and over who has less than 1 million dollars must learn Medica...
Medicaid Planning Gets Huge Boost with CMP™ Accreditation
Major Medicaid news was made this week when the CMP™ Governing Board announced that its program had received full accreditation from the National Co...
Guide for Self Employed Individuals Confused Between SEP IRA, Simple IRA and Solo 401(k)
By: Rick Pendykoski For a self employed individual there are a variety of retirement investment options to choose from. The three most popular ones ar...
How to Put an End to Your Alimony Obligation if Your Ex Is Living With Someone Else
By, Diane L. Danois, J.D., Family Law Mediator/Divorce Coach, Florida Paying spousal support is often considered the price many men must pay to extric...
FATCA Comes Online July 1, 2014
Two extensions have been granted by the U.S. Treasury before FATCA, Foreign Account Tax Compliance Act. Very recently, notable organizations includi...
Taming the Planning B.E.A.S.T. Part IV – Succession Planning
Taming the Planning B.E.A.S.T. Part III – Asset Protection The daily demands on entrepreneurs are varied and many, requiring flexibility and resilie...
Using Geolocation Data In Your Termination of Alimony Case
The following article was written by a client, who wanted to share his experiences with his fellowmen, but until his pending claim is over, wished to ...