Category Archives: Uncategorized

Did you know your Revocable Living Trust could do this?

Considering the hardships of Covid-19, it should come as no surprise that estate planning is more important than ever. If you do not have an adequate estate plan, your family will likely suffer–financially and emotionally.Your estate plan is primarily for … Continue reading

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WISdom: What you don’t know revocable living trusts…

While it is easy to get distracted by current events, we mustn’t forget about estate planning. If you already have one of my revocable living trust (RLT) plans, you have taken a vital step in protecting yourself and your loved … Continue reading

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What to do on Tax Day and after

If you haven’t filed your tax return, it’s time to get cracking! If you are a small business you will benefit by using an experienced tax professional. As a Super Lawyer in taxation, it is time for me to make … Continue reading

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What Can Wis Do for You?

This is a brief summary of Business, Tax and Estates Planning tasks that Wis can do for you. If you wonder if Wis can do it, call and see! TAXES Tax return preparation Tax Mastery© Analysis IRS Examinations IRS Appeals … Continue reading

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Individual Tax Planning, Sept 2018

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 taxpayers miss thousands of dollars in tax benefits and I find them, so I pay for … Continue reading

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