Even experienced business owners or investors can benefit from using a Strategic Plan. It is truly an integral part of a successful investment strategy or business operation. A Strategic Plan is not a Investment or Business Plan. A Strategic Plan sets forth a timeline...
I realize this may sound cliché or even crazy, but the FIRST Step I have learned over my 18 years as an Attorney and CPA, is that if someone REALLY wants to build wealth and save taxes, they need to Start a Small Home Based Business. Please hear me out for those of...
This may seem bold to hear from your CPA. I’m not a realtor selling your real estate, but as a tax lawyer, I am actually trying to help you save taxes and build wealth at the same time. I consistently repeat and encourage my clients and students everywhere I go...
I truly believe that one of the most misunderstood concepts in the law, especially for small business owners, is that of “Asset Protection” Thousands of business owners get taken advantage of each year with high priced asset protection plans that don’t come close to...
In my book “The Tax & Legal Playbook”, I target the leading tax and legal questions facing small-business owners today. One of those current issues is the fastest growing crime in America of Identity Theft. In our effort to protect our identity and...
You may have thought there wasn’t any harm in trading services or goods with another business owner for something of interest or to fulfill a need of yours. However, watch out for the tax man if under audit. Regrettably, it’s clear in the tax code that when a taxpayer...
