Category Archives: Real estate, investing

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

Posted in Businesses, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

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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Real Estate Rentals, June 2019

With Tax Reform and all the other changes in the tax law, it is about time to do a general review of the tax rules for rental property owners. This article will get into the basics and the next WealthWISe … Continue reading

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Real Estate Transfers at Death Oct. 2018

REAL ESTATE TRICKS AND TRAPS: I bet you can’t guess how many ways there are to transfer real estate at death. You can do it with or without a will, with a defective will, with a tenancy by the entirety, … Continue reading

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