You have concerns — I have solutions
If you have a small or family business, you are in the right place. Every business goes through several stages. I save you money in every stage, by saving legal, tax and estate costs. This website discusses thousands of ways to save thousands of dollars. So read on.
I am your legal boutique. I am your mentor. My goal is your success and satisfaction.
- Are you puzzled as to what form of business to use? Use my tax and legal expertise.
- Do you deal with contracts that you cannot understand? I have negotiated with the best.
- Are you paying high taxes without knowing why? I am your tax mentor.
- Is your family afraid of what will happen if you die? Plan your estate!
I will not take you as a tax client unless it is worth your while. Tax savings enhance wealth.
I can provide you:
WIN-WIN CONTRACTS: Don’t use form agreements and don’t sign agreements that you don’t understand. I negotiate win-win contracts. They benefit all parties so they last. For more information, see the Business tab or use the Search Box.
THE BEST TAX HELP: Professionally prepared tax returns; tax planning enhanced with my personally designed Tax Mastery(c) program. Answers to your tax questions from a TAX LAWYER based on respected sources like Bloomberg Law; Legal representation against the Internal Revenue Service by a former IRS attorney.
AN ESTATE PLAN that works : You cannot predict when you will need your estate planning documents. God will not warn you. So make sure that you have the best estate plan. I provide you: considerate, personal estate plans, wills, and trusts; Answers to estate questions by an Accreditted Estate Planner. See the Estate Planning and Probate tab or use the Search Box. Search for “trust” in this website for more information.
AND THERE’S MORE:
- Entertaining seminars to inform and entertain your group.
- My WealthWISe e-letter: regularly updates you on fast moving laws.
- Useful articles: My website and blog provides lots of useful information.
- Knowledge, Knowledge, Knowledge that puts you in control.
Find out About Wis and Client Testimonials
CONTACT ME HERE today and try out my services with a FREE 1/2 Hour Consultation