Of all the services I offer to high income clients, no other has such a rate of return on investment of time and money as income tax planning. Applied consistently year after year as part of an overall financial plan, it can easily add hundreds of thousands of wealth that would otherwise be paid as […]
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 […]
This blog post is meant as an introductory primer for community planners and local small business owners. Investors are encouraged to seek their own professional counsel. The Cumberland County Improvement Authority has a program planned for bankers and Realtors on May 3 that will discuss the local Opportunity Zones. Following the passage of the federal […]
This past week an interesting Appeals decision from a Tax Court case in the 9th Circuit was published in an older tax matter of Altera Corporation and Subsidiaries vs. IRS. I must immediately qualify the use of the word “interesting”. By any common usage this is not an interesting topic. This is a tax shelter […]