THE MOST IMPORTANT PROFESSIONAL FOR A BUSINESS

The problem is that as your business increases, it is exciting but everything happens at once. You wish that your vendors and customers acted like partners instead of adversaries. You are excited with your business earnings but not with your tax bill. You lawyer, if you have one, will negotiate contracts but does not recognize tax problems or opportunities. As your business expands your accountant produces financial statements, but he can’t seem to handle your new tax questions. He almost seems to be on the side of the IRS. “You can’t do this. You can’t do that. How can you save taxes? What can you do?

The best professional for your business is the one that can deliver services you need.

As a former IRS tax attorney, with over thirty-five years in private practice, Wis knows about saving taxes. Wis subscribes to daily tax and estate updates from Bloomberg Law, Kiplinger and other sources and reports them to you in his e-letter, WealthWISe.

For example: Did you know that under a recent Tax Court case, an employer could reimburse its managers for attending Business School courses helpful to the employer’s business, and the reimbursement was tax-free to the managers.

Wis spend six years as a corporate counsel for a national software company. There he negotiated with much stronger parties, such as corporate partner IBM and customers like Wells Fargo and the Federal Reserve Bank. Wis was an admirer of Steven Covey (author of “7 Habits of Effective People” and win-win negotiating). Wis used Covey’s teachings to negotiate win-win contracts with these large corporations. He learned to listen to the other side and discover how to give them what they wanted without costing his company an arm and a leg. Wis secured residual revenues of millions of dollars per year.

My advice: Wis can deliver both tax and legal services for small businesses, so for most small businesses, Wis is the most important professional because Wis can be there one stop source of tax, legal and estate advice.

See Contact Wis to make an appointment