R&D Tax Credits Amid AI Investments: Navigating the Opportunity and Avoiding Pitfalls

Artificial intelligence (AI) and machine learning (ML) are reshaping the business landscape at a breathtaking pace. Companies across industries are scrambling to harness these cutting-edge technologies, pouring massive investments into AI initiatives to stay ahead of the competition. Fortunately, many of these AI investments may qualify for lucrative Research and Development (R&D) tax credits, offering…

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What is Preventive Law?

Just as many people avoid going to the doctor until there is a problem, people also avoid meeting with their attorney until something goes wrong. Similarly, as regular visits to the dentist can prevent traumatic dental experiences, regular appointments with your attorney can help you prepare for the road ahead and plan for worst case…

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Equity Strip Exposed

Equity Strip

How To Strip Out Equity The so-called “equity strip” is sometimes promoted as an asset protect device.  It is most often used with real estate.  However, it can be used with nearly any asset.  While an equity strip can have significant asset protection benefits, it also has much less aggressive uses for simple retirement cash…

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Lion Dad Book Review

Lion Dad

Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others.  While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…

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