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... Coordination
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
