The Power of the Charitable Remainder Trust

charity savings retirement saving jars

The CRT is a very powerful estate planning tool that may enable you to reduce your liability for income and estate taxes, protect your assets AND diversify your assets in a tax-advantaged manner.

Does the Household Employee Tax Apply to Me and What to Do

housemaid holding a bucket with cleaning products inside

You may have thought the only time you may need to worry about the so-called “Nanny Tax” ( also known as the household employee tax) is if you decide to run for public office and facing a pesky reporter at a political rally. However, it’s a concern everyone needs to take seriously. If you have […]

Paying your Grandchildren in the Business

grandmother with 2 of her grandchildren

If completed properly, the end result is that you will accomplish 5 amazing financial benefits when your grandchildren legitimately work with their parents helping you in your business!

How to Pay Your Kids in Your Business

father and 2 sons with laptops

This has to be one of the most under utilized tax strategies by small business owners with families today. Many don’t realize that paying their children under age 18 is an excellent strategy to minimize their tax liability, not to mention it creates a host of other ancillary benefits.

Health Care Tax Strategies for Small Business Owners

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Small-business owners have more options to save on healthcare and insurance costs than any other group of Americans! It simply takes a little bit of research and consulting with professionals to create the perfect plan for you.

Learn What Not to Do: The Ballad of Prince’s Estate

Prince's poster

Procrastination is easy – especially when it comes to something where the benefits won’t be apparent until you are either incapacitated or have passed away.  However, if you care about saving your loved ones thousands in legal fees, months of time, and a mountain of headaches and worries, then completing your estate plan is truly a caring act of charitable service that you should consider completing before it becomes everlastingly too late.

How to Protect My Residence from a Lawsuit

Client receiving the keys of his/her new house

For most of us, our home is one of our most valuable assets. It truly is our “castle”, but it can also be one of our most vulnerable assets. Here are 8 strategies that should considered in a well designed Asset Protection Plan.