

Secrets Not Discussed in The 2017 Tax Plan
Continuing the discussions on the tax reform bill 2017, I would like to highlight a specific portion that holds potential implications...


ESTATE TAXES: Business Owners Make the Succession Plans Now
Have you made the plans to protect assets for your family after your death? Do you have currently or plan to in the immediate future to...


California You Are Not Forgotten
Earlier in November the IRS released Ann. 2017-15 what this does for California wildfire victims is ease the Loan/Hardship rules for all...


2018 Proposed Valuation Regulations Withdrawn
Treasury has withdrawn proposed regulations under Section 2704, on Restrictions on Liquidation of an Interest for Estate, Gift and...


2018 Inflation Adjustments (Annual increase for gifts)
Code Sec. 2503(b) annual gift tax exclusion increases to $15,000 for 2018 (up from $14,000 in 2013-2017). Gifts made to any person by the...


UPDATE: The GOP Tax Reform Bill on Two Different Paths
As predicted the House and Senate versions of the Tax Reform Legislation are drifting apart in similarity. What happens when these...


The Estate Tax and the States
The Estate Tax and the States There is a lot of talk about eliminating and/or changing the estate tax. What is not being discussed is the...


The Evolution of Estate Planning
The digital age has brought many advantages to modern society, with the continued shift into an age of digital convenience former...


Start-Up Small Business – Part 7 – (What if I fail?)
If your attempt to go into business is unsuccessful. If you are an individual and your attempt to go into business is not successful, the...


Start-Up Small Business – Part 5 – (How Much Can I Deduct?)
Generally, you can deduct the full amount of a business expense if it meets the criteria of ordinary and necessary and it is not a...
































