Category Archives: Uncategorized

Real Estate Transfers at Death Oct. 2018

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

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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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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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