Category Archives: Businesses

Business law, contract, taxes

Your Business: Legal, Tax, and Estate Resource!

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 … 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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