Business Planning
S Corporations and Charities
S Corporations and Charities S corporations and charities lie at the cross roads of advanced estate planning. Most new wealth is generated through corporate structures. Most corporations are S corporations. Most advanced planning for the people who own such corporations will include a charitable component. The net effect is that working with both an S…
Read MoreThe Jurisdiction Independent Trust
Where Should You Set Up Your Trust? Where is the best place to set up your trust? Where you live? In a state that has laws that favor your particular goals and concerns? In a state with lower tax rates? How do you know where you want your trust to be domiciled in the future?…
Read MoreEstate Planning & Asset Protection
Estate Planning and Asset Protection. Often, when we plan our estate, we also protect our assets. On one level, estate planning embodies asset protection. We plan an estate to protect it from excess taxes, probate, litigation, and administrative difficulties. We want it to pass to the intended parties with a minimum of expense and aggravation.…
Read MoreAvoiding Short Term Capital Gains
Is Avoiding Short Term Capital Gains Possible? When it comes to tax planning, I often get calls asking for a brilliant way to not pay short term capital gains after a taxable event has already occurred. Sadly, there are not a lot of good options. People get told what they cannot do by their other advisers,…
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