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REAL ESTATE, INVESTMENTS WW2017_11

First Tax Reform and then we will get into some things you must do to help you this time of year. Tax Reform keeps the 3.8% tax on investment income for higher-income taxpayers. See my Tax Summary. Tax Reform likewise … Continue reading

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Estate Planning 2017_11

WANT IT EASY AND EFFECTIVE? Let’s talk about Tax Reform and then talk about what you need to do the rest of this year. Tax Reform proposes to END the federal estate tax. Finally, estate planners can concentrate on family … Continue reading

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Individual Tax Tips 2017_11

Let’s talk a little about Tax Reform and then get into some things you should do this time of year. Tax Reform should overall benefit individuals with lower tax rates and higher standard deductions although specifics are uncertain. It looks … 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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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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