November 21, 2017

LLC – Legal Services

Limited Liability Company (LLC) With rare exceptions, when we form an LLC, we prepare complete documentation as needed for the LLC to operate, function, and carry out its intended purposes.  Forming an LLC – Legal Services will generally include the following: Attorney time for Consultation, and Selection of Jurisdiction and […]
August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]
February 13, 2017
LLC Taxed as S Corporation

LLC Taxed as an S Corporation

An LLC taxed as an S corporation is a powerful tool for managing control, expenses, cash flow, taxes, operations, personnel, and business succession. Although by default an LLC is taxed as a partnesrhip, under “check-the-box” rules, an LLC can elect to be taxed as a corporation (C or S) using […]
November 17, 2016

Expatriation Exit Tax

Expatriation – Giving Up Your U.S. Citizenship Is a Taxing Experience Multi-national planning can include deciding choosing where you will be a citizen.  Sometimes the tax grass appears greener on the other side of the proverbial fence.  Jump the fence and giving up your U.S. citizenship, can trigger an Expatriation Tax. […]