Stephanie Brooks Business or Just Lunch? The IRS Wants to Know. Conditions for Business Meal Deductions Budgeting for your personal finances is different than tax accounting for a small business . You generally cannot deduct meal expenses unless you (or your emplo... Tax Basics
Stephanie Brooks Avoid Tax Penalties with Timely Estimated Payments 2024 Extension and Q1 2025 Estimated Taxes Due 4/15/25 for Individuals, C-corps, and Small-Business Owners To help you stay compliant and avoid penalties, Durfee Law Group (DLG) recommends making elec... Tax Basics Tax Controversy Tax Planning
Norris Lozano What’s Happening at the IRS? Photo by Sean Lee on Unsplash Recent changes at the Internal Revenue Service (IRS) have altered its operational capacity. As part of the Trump Administration restructuring effort, the IRS has experien... Tax Basics
Toby Tigges What Happens in Probate Court? Photo by Giammarco Boscaro on Unsplash When someone passes away, their assets and belongings must be legally transferred to the right people. This process is called probate . What happens in probate c... Probate & Estate Administration
Rick Durfee What is the U.S. Sovereign Wealth Fund? Photo by Aditya Vyas on Unsplash President Donald Trump has proposed the creation of a U.S. sovereign wealth fund (SWF) —a concept that has sparked considerable debate, both positive and negative. A s... Business Planning Professionals Tax Basics Tax Planning
Toby Tigges Pet Trusts Photo by Andrew S on Unsplash THE INCREASE IN INTEREST AND DEMAND FOR PET TRUSTS Those of us with furry friends know how much we can love them and consider them part of our family. Many pet owners ass... Asset Protection Basic Documents Charitable Planning Estate Planning Last Will & Testament Probate & Estate Administration Trusts
Michael J. Koberlein Wealth Transfer Strategies Financial advisors should have a working knowledge of estate planning to know when their clients should be talking to a law firm to get their estate plan set up. Estate planning is a critical componen... Business Planning Estate Planning Professionals Tax Basics Tax Planning
Toby Tigges Jail and Taxes Taxes can be confusing, and many people worry about the consequences of falling behind on their payments. The idea of going to jail over unpaid taxes can cause panic, but the reality is more nuanced. ... Business Planning Professionals Tax Basics Tax Controversy
Michael J. Koberlein What Is FICA Tax? The Federal Insurance Contributions Act (FICA) tax constitutesa mandatory payroll tax that funds Social Security and Medicare programs in the United States. These programs provide financial support to... Business Planning Professionals Tax Basics Tax Controversy Tax Planning
Michael J. Koberlein Luxury Planning Luxury Tax Planning Strategies for High-Net-Worth Individuals Luxury tax planning is a sophisticated strategy used by high-net-worth individuals (HNWIs) to legally minimize taxes on luxury assets, pre... Asset Protection Business Planning Charitable Planning Tax Basics Tax Planning
Durfee Law Group Live Well, Leave a Legacy Welcome to Durfee Law Group Hi, my name is Rick Durfee. I am the founder and senior attorney of Durfee Law Group. Welcome to our firm. My personal and law firm motto is “Live Well, Leave a Legacy.”®Th... Asset Protection Basic Documents Business Planning Charitable Planning Coordination Last Will & Testament Professionals Tax Planning
Durfee Law Group Avoiding Litigation with Dynasty Estate Planning The only thing worse than a death in the family… Brother suing brother or sister or mother is the most destructive and awful tragedy that can strike a family. A family can recover from terminal illnes... Alternative Dispute Resolution Asset Protection Guardianship & Conservatorship
