Category Archives: What’s New?

WealthWISe 2015_09 Business

Are you paying excess taxes, because your lawyer or accountant is not a tax expert? As a tax attorney, I may be the only professional you need. As a tax attorney, I have skills that a CPA or attorney, alone, may not … Continue reading

Posted in What's New? | Leave a comment

WealthWISe 2015_09 individual

I bet that you or your tax preparer are overlooking some “Itemized Deductions.” Don’t throw away these tax savings! Two examples are “points” paid on a home mortgage loan and job hunting costs. The rules on points are confusing, and job … Continue reading

Posted in What's New? | Leave a comment

WealthWISe 2015_09 Estate

A recent Tennessee court decision has invalidated many wills. Watch out if your will contains an “Affidavit” and your witnesses signed only once. I have used such wills successfully many times  in the Shelby County Probate Court. But no more! Call me … Continue reading

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