Today’s discussion is grounded in promoting action instead of merely getting you to think. When deciding when is the right time to take action ...
If International Trusts Scare You Consider an International LLC
By: Jim Duggan, JD, MBA So, you (or your clients) are concerned about potential liabilities and the threat of losing the nest egg you have worked so h...
Asset Protection For Life
I’ve always been a big believer in the concept that life is very simple if you allow it to be. I think the same holds true with Asset Protection. So...
Taming the Planning B.E.A.S.T
As entrepreneurs maintain a primary focus on running a successful business, proactive planning understandably gives way to the demands of the day. Unf...
ALERT… Medium Income Families Still Need To Pay More Taxes In 2017!
INTRODUCTION: For my clients residing in States with high State Income Taxes and/or high personal residential property taxes, the valued and yearly de...
More End Of The Year 2018 Tax Planning
More End Of The Year 2018 Tax Planning: The IRS announced today that Tesla, Inc. has sold more than 200,000 vehicles eligible for the plug-in electric...
IRS Examination Coverage
The Internal Revenue Service has listed the percentage of tax returns filed and examined by the amount of Adjusted Gross Income, see below. The return...
Foreign Bank Account Report due June 30, 2016
This alert serves as a reminder that you may need to file a Report of Foreign Bank and Financial Accounts with respect to your foreign assets. For cal...
End of the year gifting
Hello to you as this Holiday Season is now upon us with such energy and joy of families being together after a long year. I wish you a safe and happy ...
Mandatory Filing for U.S. Persons with Interests in Foreign Business Enterprises
A new change in reporting requirements imposes a non-tax filing obligation on “U.S. Reporters” with interests outside the U.S. The BE-10 report ...