Norris Lozano Six Figure Income? The Alternative Minimum Tax Could Wipe Out Your Tax Savings Deductions The Alternative Minimum Tax (AMT) remains a significant concern for many taxpayers, particularly high-income earners and business owners. While recent tax law changes have reduced the number of taxpay... Tax Basics Tax Planning
Norris Lozano Comprehensive Guide to Year-End Tax Planning and the Alternative Minimum Tax The Alternative Minimum Tax operates as a parallel tax system designed to ensure high-income taxpayers pay a minimum amount of tax, regardless of deductions or credits. Think of it as a "backup tax sy... Tax Basics Tax Planning
Norris Lozano Don’t Have Your Own Yellowstone Moment The exciting and perhaps unexpected conclusion of Paramount Network's hit series "Yellowstone" offers more than just entertainment – it provides a fascinating case study in estate planning, tax strate... Asset Protection
Michael Koberlein ‘TIS THE SEASON TO BE FRAUDY The Christmas season, while a time of joy and celebration, can also be a breeding ground for scammers who don’t care whether they are naughty or nice. You are probably in at least one of the groups wh... Asset Protection
Norris Lozano Succession, Nevada Edition: Murdoch's Trust Battle and the Future of Irrevocable Trusts In a saga that feels ripped straight from HBO’s Succession, Rupert Murdoch’s (93 years old) attempt to reshape his family trust has been blocked by a Nevada commissioner—a decision announced on Decemb... Asset Protection Business Planning Probate & Estate Administration
Durfee Law Group Asset Protection: Security and Compliance For individuals and families seeking to preserve their wealth and safeguard assets against potential liabilities, a well-crafted asset protection plan is essential. Effective asset protection requires... Asset Protection Business Planning Professionals Tax Planning
Norris Lozano Emerging Trends in Digital Assets As digital assets become an increasingly significant part of clients’ wealth portfolios, estate planning and wealth management strategies must evolve to address the unique challenges they present. Dig... Asset Protection Business Planning Tax Basics Tax Planning
Michael Koberlein Are Your Assets Bubble Wrapped? Whether you have a lot or a little when it comes to belongings, do you know whether your assets are protected? While there are some assets that have “built-in” protections, others require a more proac... Asset Protection Business Planning Professionals Tax Basics Tax Planning
Norris Lozano The Tragedy of UnitedHealth Group CEO’s Death The tragic killing of the UnitedHealth Group CEO has sent shockwaves throughout the US and perhaps even more in the healthcare and business communities. This devastating event underscores the immense ... Asset Protection Tax Planning
Norris Lozano Not to be Corny, But: Make This Holiday Season a Gift That Keeps on Giving The holidays are a time for giving, but as a tax attorney, I know that generosity can come with unexpected surprises if you’re not careful. Fortunately, with a little planning, you can maximize your g... Tax Controversy Tax Planning
Norris Lozano The Battle Over Prince's Estate Prince was known for his artistic ability, independence, exacting standards, and his ability to plan his musical recordings and performances with meticulous detail. But amazingly, when he passed away ... Business Planning Last Will & Testament
Durfee Law Group Holiday Bonus Tax As the holiday season approaches, many employees look forward to receiving a year-end bonus, and small business owners consider how to reward their team. However, one aspect that often catches people ... Asset Protection Tax Controversy Tax Planning
