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How The IRS Clipped The Yankee Clipper
Joe DiMaggio, unquestionably one of the great baseball legends of all time, now plays in the big ballpark in the sky.
Read MoreIndustrial Strength Succession Planning
Raise your hand if you are the owner (or part owner) of a successful family business, and someday you want your kids to step into your shoes [as the new owner(s)]. Let’s be specific about the word ‘kids’. We mean only those kids who are now in the business and who will someday run the business.
Read MoreIt’s True...You Don’t Have to Lose—Even a Dime—of Your Wealth to the IRS
Most of the concepts and strategies you read in this tax column are really answers to questions asked (or concerns, problems or fears told to us) by readers who called our office.
Read MoreSorry, but 90% of all Estate Plans Enrich the IRS, Instead of Your Family
While scanning the pages of one of the trade journals that carries this tax column, a headline for an ad intrigued me: “We install 90% of what we sell.
Read MoreMany Business Owners Spend a Lifetime Accumulating Wealth for Their Families to Lose It to the IRS...WHY????
The tax law frustrates successful business owners at every turn.
Read MoreAt Last, an Easy Way to Make a 16.36% Average Annual Rate of Return...Without Risk
Earlier this year this column carried an article with a similar title (but the percentage was 16.28%, instead of the 16.36% in this title). Readers buried us in an avalanche of calls, faxes and e-mails.
Read MoreWhy Your Estate Plan Often Flunks the Real Life Test
While thumbing through the pages of a trade journal, I ran across this quote, “We install 90% of what we sell.
Read MoreDiagnose, Then Cure the Estate Tax Disease
A dreaded disease is spreading like wildfire—in all 50 of the United States.
Read MoreVanilla Estate Planing...Boring
but Throwing a Tax-Saving Wealth-Building Party with the Magnificent Seven...Exciting!
Read MoreHow to Get Rich...or if Rich, How to Get Richer
When giving my tax-planning, wealth-building seminars, here’s a question I usually ask the audience, “Do you know the Rule of 72 and how it works?” Typically, about one-third of the audience raises their hands.
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