Author Archives: Wis Laughlin

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About Wis Laughlin

I help business owners with transactions, tax preparation, planning and IRS representation, and estate planning. As a former IRS tax attorney in their National Office. Super Lawyers picked Wis in 2017-present. I am your advocate, not your accountant. I don't tell you what you can't do. I show you how to do it.

MIND YOUR BUSINESS WW 2017_5

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 … Continue reading

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INDIVIDUAL TAX PLANNING WW 2017_5

THE NUMBER ONE TAX TIP Tax season is NOT over. If you have filed your 2016 tax return, now is not the time to forget about taxes.  There are things to do right now for 2017! If you have filed … Continue reading

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ESTATE PLANNING – WW 2017_5

Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it … Continue reading

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How to Save Taxes and Preparation Fees

Welcome to tax season! If you would like to improve your taxes due, stick with me! Prep_to_Plan (TM): I created Prep_to_Plan (TM) (“PtoP”) tax planning software to ensure that you pay the lowest legal taxes. I update PtoP with reports … Continue reading

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Don’t be afraid to sell property. 2022_5

  Clients often come to me, worried about gain on the sale of a property. You do not have to worry if you have expert advice. Your taxable gain on the sale of real estate equals selling price less “adjusted … Continue reading

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Individual taxes WW 2017_1

Avoid large refunds or amounts due. A large refund means the Government had your money all year, interest-free. A large amount due invites penalties and can be more than an inconvenience. The tax rules are designed to give an employee … Continue reading

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Mind your business WW2017_1

Services you won’t get elsewhere. As a former in-house attorney, Wis can help you with contracts and with taxes. Wis gives you personal attention when preparing your tax return and that can save you thousands of dollars? How does Wis differ … Continue reading

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Estate Planning – retirement WW2017_1

Want to waste your retirement plan? A favorite client recently retained me after his mother’s death to help him settle her revocable living trust (RLT). His father died shortly before. My client was the trustee and sole heir under the … Continue reading

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Year End Business Tax Tips WW2016_11

As a former Chief Counsel and CFO, I often act as a one-stop source of tax, legal and estate advice for my small business clients. Many tax newsletters this time of year are obsessed with year-end tax planning. I will … Continue reading

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The Best Holiday Gift WW2016_11

The best holiday gift What is the best holiday gift for your loved ones? Save them from the stress and expense of cleaning up your estate! Trust me. Unless you have a deal with the devil, you will not die … Continue reading

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