Category Archives: Uncategorized

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 →

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 →

More Reasons to Give Your Family an RLT Package. As I said in my last WealthWISe, estate planning is not just for the rich. Estate planning is for those who are rich in love for their family. My favorite estate … Continue reading →

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 →

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 →

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

Why did Forbes Daily Dozen say Aretha Franklin “was a startling example of terrible estate planning” (three handwritten wills). Read more. Estate planning is not just for the rich. Estate planning is for those who are rich in love for their family. The … Continue reading →

This and the next WealthWISe will open your eyes and fill your pocketbook! Tax Reform is generally good news for small businesses but in most cases, you have to know about a deduction and act to qualify for it. One … Continue reading →

Are you throwing away tax savings? I bet you are. There is a saying about taxes: “You don’t know what you don’t know.” Most clients miss tax benefits, so I pay for myself. How? I spend thousands of dollars on … Continue reading →

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 →