Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

The Tax Cut and Jobs Act (TCJA) is now officially law. Both the House and Senate passed the new tax reform bill in December with straight party-line votes and no support from Democrats. President Trump signed it into law right before Christmas. It is the first...

Tis the Season . . . to Gift (or Not)

We have discussed the 2012 tax-saving opportunity quite a bit here lately.  You can read previous posts here and here.  This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...

Taxpayers, are you ready for Obamacare?

        If you are like me, you remember exactly where you were the moment you found out that Obamacare had been upheld by the Supreme Court.  No matter your party or political persuasion, and regardless of whether you celebrated or groaned at the news, the vast...

Tax Pitfall of Employer-Owned Life Insurance

What happens when a company loses its top salesperson to a tragic accident?  Imagine that the salesperson drove 40 percent of the company’s million-dollar-a-month revenue.  Can the remaining, less experienced sales staff compensate for the loss?  Do the employees...

Why Don’t Women Understand the Need and Importance of Estate Planning?

Why don’t women understand the need and importance of estate planning?  It happens at least once a week.  A woman comes to my office because some matter of urgency has triggered the “fear factor” and “forced” them to consult with an...

Charging Orders and How the Charging Order Remedy Results in Asset Protection

After my last post involving the legislative change in Florida that confirms the charging order as the exclusive remedy for a judgment creditor against an ownership interest in an limited liability company (“LLC”), I received a number of calls and...

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