Irvine Blackman, Brian I. Whitlock
How to Sell Your Business to Your Key Employee
With an Intentionally Defective Trust (IDT), owners can sell their businesses tax-free while protecting their buyers.
Read MoreUsing Other People’s Money
One tax-advantaged investment strategy is to use other people’s money.
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How to Use the Tax Law to Boost Your Annual Income
Most readers who contact me have a tax question or concern. No doubt about it, taxes—income and estate—lead the anxiety parade. Can you guess what’s in second place? Hands down, it’s invested assets.
Read MoreHow to Solve Common Estate-Planning Problems
When planning your estate, you are likely to run across one of the following problems: taxes, economics or humans.
Read MoreFrom Baby Boom to Estate-Planning Boom
The baby-boomer generation is redefining retirement not as withdrawing from an occupation, but as “slowing down” and continuing to work.
Read MoreDo You Have a Succession Planning Problem?
Every family business owner needs a succession plan. Here’s how you put such a plan in place.
Read More5 Estate Planning Mistakes
The typical estate plan has one to three mistakes. Sadly, each mistake causes tax dollars to be lost to the IRS, automatically reducing your children’s inheritance.
Read MoreThe Right Estate Plan Is Your Best Investment
All estate plans are not created equal. Most current plan holders are not happy because their family’s wealth must be shared with the IRS to pay estate taxes. Here’s how to solve that problem.
Read MoreFood Fusion ... for Taxes?
A restaurant near my home serves creative dishes called “fusion” that combine delicious foods, spices and sauces. Borrowing from this concept, we can mix financial strategies to create tax-free wealth while legally sidestepping the IRS. Let’s call this the tax-fusion concept, or “T-fusion” for short.
Read MoreBeat the Tax Collector with Good Health
Surviving for five years after a major health issue—cancer, stroke, cardiac arrest—can reduce your insurance premiums.
Read MoreHelp Your CPA Help You
In theory, CPAs’ jobs are simple: They must use their knowledge to help you maintain and improve your economic and tax health.
Read MoreThe Estate Tax Cure
Many real-life lawyers’ work falls into the category of “doesn’t ever seem to get done.” This issue is especially problematic when searching for a lawyer who specializes in estate planning.
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