The CPA-Lawyer Advantage: Smarter Planning for Small Businesses
If you’re a small business owner, you’ve probably bounced between your CPA and your attorney more times than you’d like to admit. One tells you to ask the other. The other tells you, “That’s a tax issue, not legal.” And somehow you’re left in the middle—still unsure what to do. It’s confusing, frustrating, and usually […]
Tax & Legal 360: The In-Person Experience You Can’t Miss
Everything changes when you’re in the room. One hallway conversation can lead to a six-figure referral partnership. One live session can unlock a tax strategy that saves your client thousands. One dinner with growth-minded professionals can recharge your confidence and reshape your future. This kind of experience doesn’t happen on Zoom. It happens in person, […]
Can a Foreigner use an S-Corporation in the U.S.?
This is a common question we are asked on a regular basis and an important one. In fact, it tends be a common concern with Canadian clients doing real estate projects in the U.S. Here are some basics that can help you if you are a foreigner or investing with a foreign partner. Why an […]
Financial Problems – What to do during these times
Making these changes may be uncomfortable, but critical to survive. What do you have to lose? If your business is headed in the wrong direction, any change could make the difference!
10 Steps to Purchasing Your Next Rental Property
I recommend to ALL of our clients to purchase at least one rental property a year for tax planning and wealth building benefits.
529 vs ESA: The Best for College Savings
The little-known fact that can transform your Coverdell ESA into a powerhouse for college savings is that you can self-direct the investments. The Coverdell Education Savings Account (ESA) is the best tool to save and build wealth for college expenses tax-free. In fact, it offers greater benefits than the popular 529 plan. So why don’t […]
Using a Gun Trust in Your Estate Plan
They’re typically formed to work in unison with your Will or Revocable Living Trust and not to replace your Estate Plan.
5 Hot Tax Deductions for Your Business before Filing in 2022
I truly believe that far too many business owners, CPAs and Tax Preparers are overly conservative and miss out on important expenses that we are entitled to.
Asset Protection Strategies for your Business – Part II
Now I want to discuss the liability created by our personal actions that could threaten our business or assets. I call this “Outside Liability”- Exposure created outside our business that could allow a creditor to take our business from us.
