Category Archives: Uncategorized

Individual Tax Planning, Sept 2018

What are you missing? Too often, unfortunately, my clients come in for  tax preparation without qualifying for tax benefits or without proof.  So be sure you have both for some of my favorite itemized deductions: medical, taxes, mortgage, investment interest, charitable. … Continue reading

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WealthWISe updates

In my e-letter, WealthWISe, I report on the latest important items in my fields. Be sure to sign up for WealthWISe so you will receive your personal copy as soon as it comes out.

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Summer is no vacation for you or is it? Tax season is never over. You have to be vigilant for tax benefits. For example, one of my favorite couples, Dr. and Mrs. Med, live in Nashville and they have three … Continue reading

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MORE THAN JUST TAX SOLUTIONS As a former in-house counsel for a 65 man company, I can help you with many tax and legal questions that your tax adviser cannot. For example, recently a client who owns a real estate … Continue reading

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Accredited Estate Planner® Designation

The Accredited Estate Planner® (AEP®) designation truly embodies the core value of NAEPC, excellence in estate planning. To Win the AEP designation a member of the NAEPC must be  designated and active as an attorney, CPA, insurance professional and financial … Continue reading

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Business Tax Tips

Take control of your tax bill! Learn how to set up transactions for the lowest legal taxes. Wis combines tax, business and estate planning to achieve your goals. He may be the last professional you will ever need: Expert tax … Continue reading

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