Category Archives: What’s New?

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

Posted in What's New?

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

Posted in What's New?

Mind your Business 2017_11

MORE THAN JUST TAX SOLUTIONS Again, let’s discuss Tax Reform and then I will tell you ways to help your business the rest of this year. As a former corporate counsel and former IRS attorney, I can be your one-stop … Continue reading

Posted in Business Law, Taxes, What's New?

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

Posted in What's New?

REAL ESTATE, INVESTMENTS WW2017_8

EASY AND EFFECTIVE TAX TIPS Avoid gain on older stocks. One of my new clients, Serena Stockholder, is a Federal Express employee and loves to buy Federal Express stock. As a result, she has stock that has been purchased over … Continue reading

Posted in Real estate, investing, What's New?

ESTATE PLANNING – WW 2017_8

EASY AND EFFECTIVE? I discussed in the last WealthWISe how my approach to estate planning is a quicker less stressful process. So there is no reason to put it off. In fact, if you have a will or a trust … Continue reading

Posted in Estate Planning & Probate, What's New? | Tagged ,

REAL ESTATE, INVESTMENTS WW2017_7

WHEN IS A DORMITORY A TAX SHELTER? Let’s say that your “child” is a sophomore in college and you are tired of paying rent for his apartment. What can you do? If the ave you considered buying a place for him to … Continue reading

Posted in Real estate, investing, What's New? | Tagged , ,

ESTATE PLANNING – WW 2017_5

Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it … Continue reading

Posted in Estate Planning & Probate, What's New?

Don’t be afraid to sell your property. WW2017_1

 Are you afraid to sell one of your properties because of the tax liability? Clients often come to me, worried about this problem. In some cases, they may be right to worry. Taxable gain equals selling price less “adjusted basis.” … Continue reading

Posted in Real estate, investing, What's New?

Individual taxes WW 2017_1

Avoid large refunds or amounts due. A large refund means the Government had your money all year, interest-free. A large amount due invites penalties and can be more than an inconvenience. The tax rules are designed to give an employee … Continue reading

Posted in Individual Tax, What's New?