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
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
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
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 What is Preventive Law? Just as many people avoid going to the doctor until there is a problem, people also avoid meeting with their attorney until something goes wrong. Similarly, as regular visits with a medial professiona... Asset Protection Coordination Tax Planning
Durfee Law Group What is a Trust and how do I know if I need one? A Trust is simply a contract to control the disposition of properties. A person has a contract drafted to protect property or assets to be passed on to a loved one at some point in the future. Partici... Asset Protection Business Planning Charitable Planning Coordination Estate Planning Probate & Estate Administration Tax Planning Trusts
Durfee Law Group Student Loan Forgiveness and Taxes As seasoned tax attorneys, we've seen how legislative shifts can create both opportunities and challenges for taxpayers. The recent changes in federal student loan forgiveness programs are no exceptio... Professionals Tax Basics Tax Planning
Michael J. Koberlein Top Tax Deductions to Maximize Your Refund in 2025 If you are like the tax attorneys at Durfee Law Group, maximizing your tax refund in 2025 is likely at the top of your mind. Knowing which deductions to claim can make a significant difference in the ... Business Planning Professionals Tax Basics Tax Controversy Tax Planning
Rick Durfee Trump Tax Plan Preview When discussing taxes and policies, questions aboutPresident Donald Trump’s approach often come to the forefront. Why did Trump push for tax cuts for the wealthy? And are American tax dollars funding ... Professionals Tax Basics Tax Controversy Tax Planning
Durfee Law Group Community Property Planning Marital Property Issues Estate planning is necessarily multi-disciplinary. It touches upon many aspects of law. It affects taxation, property, family, and business concerns. MaritalProperty rights is ... Alternative Dispute Resolution Coordination Estate Planning Power of Attorney Tax Basics Tax Planning Trusts