Category Archives: Uncategorized

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 →

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 →

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.

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 →

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 →