Category Archives: Uncategorized

INDIVIDUAL TAX TIPS WW 2017_8

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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MIND YOUR BUSINESS WW 2017_8

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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