Durfee Law Group Donor Advised Fund Family Foundation What is a Donor Advised Fund? A Donor Advised Fund (or "DAF") is the quickest, easiest, and most cost effective way for anyone to establish a charitable Family Foundation. Among other benefits, it ena... Charitable Planning Coordination Estate Planning Professionals Tax Planning
Durfee Law Group Split Interest Gifts Split Interest Gifts An asset or property can be divided up in many ways. We can divide if geographically by putting a fence down the middle. We can dividing it over time by renting or leasing it. A s... Asset Protection Charitable Planning Coordination Estate Planning Tax Planning Trusts
Durfee Law Group Charitable Remainder Trust What is aCharitable Remainder Trust? A Charitable Remainder Trust ('CRT") is a type of "split interest" gift. It is an irrevocable trust through which you split part to keep for yourself and part to g... Asset Protection Charitable Planning Coordination Estate Planning Tax Planning Trusts
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
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
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
Durfee Law Group Tax Implications of Holiday Travel Anyone with the capacity to work from home knows the work rarely stops during travel, but what does this mean for taxes? Countless business owners and remote workers struggle with understanding the ta... Business Planning Tax Controversy Tax Planning
