Legal advice by an accountant

Posted Leave a commentPosted in Financial Planning, lawyer, Legal

Avoiding the unauthorized practice of law Effective immediately, I am adding this clause to all engagement agreements Legal advice Advice regarding business strategies may involve an application of general principles of business law but my services do not extend to the actual practice of law. I am not a lawyer. I am not offering legal […]

What to do if you didn’t get a tax cut

Posted Leave a commentPosted in lawyer, Self-employed, Small Business, Tax Planning, Tax shelter, Taxes

What if you work in “any trade or business involving the performance of services in the fields of health, law, accounting, actuarial science, performing arts, consulting, athletics, financial services, brokerage services, or any trade or business where the principal asset of such trade or business is the reputation or skill of 1 or more of […]

Introduction to tax planning for professionals

Posted Leave a commentPosted in Law firm, lawyer, Self-employed, Small Business, Tax Planning

You didn’t benefit from the Tax Cuts and Jobs Act? Your business and personal income taxes are still way too high? Don’t give up. Plan a new approach to build tax free income and a secure financial future. I’ve helped dozens of business and professional clients increase the portion of their earnings that they keep […]

Tax planning checklist for attorneys

Posted Leave a commentPosted in Law firm, lawyer, Tax Planning

The purpose of tax planning is to reduce tax liability by taking measures that cost less than the benefits received. The tax planning process typically begins with an analysis of the taxes paid now or in the last period, then moves to a pro-forma calculation of taxes in the current and future periods. It is always […]