Category Archives: Individual Tax

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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INDIVIDUAL TAX PLANNING June 2020

I WON’T KID YOU! Raising children is expensive! You cannot afford to overlook tax breaks. Here are some of my favorites. There are $2,000 and $500 child credits. There is a child-care credit for up to $600 per child up … 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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INDIVIDUAL TAX PLANNING Sept. 2019

ConquerTax Reform Headaches! As a result of Tax Reform, most of my clients had surprises on their 2018 tax returns. The best way to avoid surprises in 2019 is to understand and take control of your tax situation. You have … Continue reading

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