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Marco residents concerned over taxes, water sewer rates
Published 3/29/2011 at 10:26 a.m. 20 comments
Taxes, water and sewer rates, police staffing and illegal aliens are the four topics of most concern to Marco Island residents, according to the results of a long-range planning survey conducted by city leaders in November. However, there is a ...
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Taxes: 227 ways to beat ‘em
Published 2/19/2010 at 5:19 p.m. 0 comments
There are three main ways the federal tax law picks your pocket and becomes your legal partner... Outrageous! The purpose of this article is to show you how to fight back.
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Tax Secrets: Don’t fall victim to the estate tax monster
Published 1/29/2010 at 10:57 a.m. 0 comments
If your net worth is high enough to be subject to the evil estate tax, chances are you worked your tail off all or most of your adult life to accumulate your wealth.
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Tax Secrets: What you tax advisor doesn’t know can hurt you
Published 1/14/2010 at 3:31 p.m. 0 comments
The plain fact is you only know what you know. Put another way, no matter how smart you are, your knowledge is limited.
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Tax Secrets: Control both your business and your estate
Published 1/8/2010 at 3:32 p.m. 0 comments
When I was still a young CPA/lawyer in the mid-1950s, I did my first consultation with a family business owner who had the it’s-time-to-transfer-my-business-to-the-kids itch.
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Tax Secrets: Mistakes your insurance company doesn’t want you to know about
Published 12/4/2009 at 4:07 p.m. 0 comments
Year after year, our office is asked to give a second opinion on the completed estate plans of owners of family businesses. It is rare – very rare – to analyze the estate plan (particularly the life insurance policies) of ...
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Tax Secrets: Seeking relief from the common estate tax
Published 11/25/2009 at 4:23 p.m. 0 comments
The United States has its own swine-like flu in all 50 of the United States.
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Seeking relief from the common estate tax
Published 11/20/2009 at 11:54 a.m. 0 comments
The United States has its own swine-like flu in all 50 of the United States.
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New estate tax law is on the way
Published 10/23/2009 at 4:01 p.m. 0 comments
Let’s start with some new tax laws Congress is likely to pass before 2009 ends. You must divide these new-tax-law candidates into two distinct groups: the good guys and the bad guys.
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Maintain charity while growing wealth
Published 10/16/2009 at 2:51 p.m. 0 comments
Most clients (usually readers of this column), when I ask, “What is your charitable intent?” respond with something like, “Nothing significant.”
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Second opinion saves reader a fortune
Published 10/9/2009 at 2:28 p.m. 0 comments
You’ll like this true story. A reader, let’s call him Joe, of this column had completed his transfer-to-his-kids plan and his estate plan in 1996.
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Giving your kids the business
Published 10/2/2009 at 1:58 p.m. 0 comments
You’ve had it. After 15, 25 (well, you fill in the number) or more years of building your business, you want out.
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Getting real estate out of your corporation
Published 9/25/2009 at 5:02 p.m. 0 comments
Years ago (from the 1950s to the late 70s), it was the custom to put real estate in a separate corporation (R/E Corp.), which would then lease the real estate to the corporation operating the business. It was a lousy ...
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Protecting your estate
Published 9/18/2009 at 1:59 p.m. 0 comments
Trying to beat the income tax collector is a time-honored annual activity. But you only get one chance to beat (or be beaten by) the estate tax collector. In most cases, an organized estate plan leaves the collector with an ...
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Winning the tax game for a family business
Published 9/11/2009 at 4:25 p.m. 0 comments
Recently, I read an article titled, “What Makes For Success?” by Kemmons Wilson, the founder of Holiday Inn. He said, “It is great to attain wealth, but money is really just one way – and hardly the best way – ...
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Catch of the Day: May 23, 2013






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