Norris Lozano F1 Racing and U.S. Tax Implications: Behind the Scenes for Super Fans At Durfee Law Group, we are tax lawyers and tax planners at heart. It’s in our nature to think about the world through a tax focused lens—whether it’s crafting estate plans, advising on corporate stru...
Michael J. Koberlein High Net Worth Estate and Tax Planning: Understanding High Net Worth Estate Planning Estate and tax planning are essential for high net worth individuals (HNWIs) aiming to preserve wealth, minimize tax liabilities, and secure a lasting lega...
Durfee Law Group THE LIFE INSURANCE LLC: A POTENTIAL SOLUTION TO THE BUY-SELL TAX BASIS CONUNDRUM Life Insurance LLC A "Life Insurance LLC" can creatively address the problems business owners face when developing a buy-sell agreement. Buy-Sell Agreements have several hurdles: Death benefits funded...
Durfee Law Group Tax Deductions for Giving Art to Charity When one's basic needs are fully met, it is not uncommon to accumulate and surround oneself with beautiful things. In other words, those who can, collect art. Sadly, part of the human condition is tha...
Durfee Law Group Lottery Winner Now What I Won The Lottery, Now What? We have represented many lottery winners over the years. If you are a lottery winner, "Now what?" is the question on your mind. We approach this question with our clients ...
Durfee Law Group Navigating the IRS’s New Focus on High-Income Filers The IRS’s attention on high-income filers has sharpened in recent years, fueled by increased funding and a renewed commitment to address tax compliance at the highest income levels. For high-income in...
Durfee Law Group How does Tax Planning fit in with Dynasty Estate Planning? “The Only Two Certainties in Life are Death and Taxes” –Mark Twain –Benjamin Franklin This old adage made profound by Benjamin Franklin and made famous by Mark Twain (Samuel Clemens), still holds true...
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 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 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 Contested Probate Dynasty Estate Planning Trust Protector
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 Proactive Law
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 Dynasty Estate Planning Probate & Estate Administration Trust Protector Trustee
