Category Archives: Businesses

Business law, contract, taxes

PEAK NEGOTIATION

Contracts are essential to your business since they determine your legal rights and obligations. Yet they are frequently hard to understand, stressful, and sometimes crammed down your throat by a larger company with more lawyers. In addition, most of us … Continue reading

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Prep-to-P__n

FINANCIAL ADVISORS & TAX PREPARERS, make a difference with your clients! You can substantially enhance client wealth with my new one-of-a-kind tax planning application. It allows you to produce a simple, one-page tax plan for your clients. Unlike typical tax … Continue reading

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Your Business: Legal, Tax, and Estate Resource!

If you are a business owner, you are in the right place.  Here you will find thousands of ways to save legal, tax, and estate costs.  So read on. This is your legal boutique. I am your mentor.  I can … Continue reading

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MIND YOUR BUSINESS: What Form of business is best?

Many of my clients are small or family businesses. Diane & David Bowling of Commercial Construction and Renovation, LLC , Jackson, TN, said about my tax preparation: Thank you! You truly are a “Super Lawyer.” New clients often come to … Continue reading

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The Tax WISard’s Thoughts for Investment Advisors June 2020

Taxpayers pay unnecessary taxes every year because they are ignorant of the tax laws. For example, a tax return client bragged to me about over $50,000 in dividends, all foreign companies. That client paid TWICE as much tax as he … Continue reading

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REAL ESTATE, INVESTMENTS Sept. 2019

Rental Real Estate Tax Strategies – more advanced Real estate rental properties can be a fine tax shelter and a satisfying way to build retirement income if you know what you are doing. However, watch out for the complexities. The … Continue reading

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MIND YOUR BUSINESS Sept. 2019

After you die, who will own your business? If you do nothing before you die, your business will pass as part of your estate, probably to your spouse. Is this what you want? More importantly, is this what your spouse … Continue reading

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Mind Your Business, June 2019

Small Business Are My Favorite Clients! I welcome Brother Junipers and DataMart, Inc. as new clients! Your One Stop Professional. As a former in-house counsel, Superlawyer in taxation and Accredited Estate Planner, I may be able to answer questions formerly … Continue reading

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Individual Tax Reform Headaches June ’19

Unexpected Refunds Or Taxes Due? Many of my clients ended up with unexpected refunds or taxes due for 2018. Consequently, they made poor decisions during 2018 based on having or not having those funds. It is clear that the withholding … Continue reading

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Who should prepare your taxes? June 2020

Were you afraid to prepare your return this year? Who do you trust to prepare your taxes? Can you trust the IRS? No! Recently the Taxpayer Advocate Service called the IRS toll-free helpline regarding the dependency exemptions and all the … Continue reading

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