Category Archives: What’s New?

Your Business: Legal, Tax, and Estate Resource!

You have concerns — I have solutions If you have a small or family business, you are in the right place. Every business goes through several stages. I save you money in every stage, by saving legal, tax and estate … Continue reading

Posted in Businesses, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

MIND YOUR BUSINESS: What Form of business is best?

Many of my clients are small or family businesses. Diane & David Bowling of Commercial Construction and Renovation, LLC , Jackson, TN, said about my tax preparation: Thank you! You truly are a “Super Lawyer.” New clients often come to … Continue reading

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ESTATE PLANNING JUNE 2020

Is your estate plan or lack of an estate plan a trap for your family? Is it going to be expensive and aggravating for your family after your have passed away when life is already miserable? Let me show you … Continue reading

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INDIVIDUAL TAX PLANNING June 2020

I WON’T KID YOU! Raising children is expensive! You cannot afford to overlook tax breaks. Here are some of my favorites. There are $2,000 and $500 child credits. There is a child-care credit for up to $600 per child up … Continue reading

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The Tax WISard’s Thoughts for Investment Advisors June 2020

Taxpayers pay unnecessary taxes every year because they are ignorant of the tax laws. For example, a tax return client bragged to me about over $50,000 in dividends, all foreign companies. That client paid TWICE as much tax as he … Continue reading

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