Your estate plan is a family matter
Do you have a family? A wife? Kids? Grandkids? Then this article is for you. Also, do you own all or part of a business? Then you are the exact target of this article.read more
View Article10 Ways to win the estate tax game
While speaking at a recent seminar “Tax Secrets of the Wealthy” one of the business owners jokingly asked me, “Irv, do you have a Top 10 list?” read more
View ArticleEstate planning basics
It happens about two times a week, at least over 100 times a year. What? A reader of this column calls me with an estate planning question...read more
View ArticleHow to keep retirement plan dollars away from IRS
For most Americans, retirement planning revolves around qualified plans (for example, IRA, 401(k), a profit-sharing plan and the like). read more
View Article5 last minute 2016 year-end tax planning tips to reduce your tax bill
As you finish preparations for your holiday dinner and put a bow on the gift-wrapping, here are five year-end tax-planning tips to put a little more green in your stocking.read more
View ArticleHow business owners can avoid the life insurance tax trap
The easiest way for a successful business owner to create tax-free wealth is by the proper use of life insurance. read more
View ArticleHow to create tax-free wealth while beating up the IRS — legally
This article is about a new and unique concept called the Comprehensive Tax Plan (CTP for short.) read more
View ArticleWhy so many family business owners fear succession planning
Some things are downright scary. Try taxes — especially estate taxes. Can you guess what area in estate tax planning causes the most anguish? Hands down it’s business succession.read more
View ArticleFamily limited partnership is perfect tax-planning strategy
Do you own investment-type assets? If so, family limited partnerships (FLIPs) are a must-learn tax strategy.read more
View ArticleHow to beat IRS double-tax monster ... legally
Are you lucky enough to be rich (my definition of rich: you are irrevocably in the highest income tax bracket and highest estate tax bracket)?read more
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