Irvine Blackman, Brian I. Whitlock
A Marriage Made in Tax Heaven
An ILIT and an IDT are two tax plans that can combine to create tax-free and wealth-building opportunities.
Read MoreTo Be Or Not To Be an S Corporation
If you own a closely held business that operates as a C corporation, you might want to reconsider and elect S corporation status. Electing to be an S corporation enables you to enrich you and your family instead of the IRS.
Read MoreImprove Your 401(k) Health
A self-directed 401(k) plan enables your employees to select how to invest their plan funds, usually from a family of mutual funds offered by a plan sponsor. If your closely held business has this type of plan, there is a way to avoid losing your retirement funds to Wall Street and improve the economic health of your company’s 401(k).
Read MoreNew IRS Rules Make Estate Planning Easier
Legally beating up the IRS has always been challenging, but it’s one of my favorite indoor sports. The new tax law, which started January 1, 2011 and will end December 31, 2012, certainly will provide positive estate-planning results.
Read MoreAre You Being Ripped Off?
Blunders involving life insurance cause more dollars to be lost to the IRS than any other area in the income tax or estate tax.
Read MoreGood and Bad News
On Dec. 17, 2010, the president signed the 2010 Tax Relief Act after cutting a deal with Congress.
Read MoreThe Wall Street Business Model is Broken
Is there a logical, profitable and safe alternative to the current business model?
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Succession, Estate and Lifetime Planning
Three natural companions for family business owners.
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Overcoming the Fear of Succession Planning
Some things are downright scary, like taxes—especially estate taxes. Can you guess which area in estate tax planning causes the most anguish? Hands down, it’s business succession.
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Mr. Courage Leads the Way
The story you are about to read has all the ingredients to make you cheer, applaud and cry. Yes, it’s an estate planning story. But more than that: It’s an inspiring story of one man’s courage.
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And They Lived Happily Ever After ... for now: Marriage and the Estate
Relationships can be complicated, but the tax issues surrounding them are an even bigger challenge. Here are three common scenarios and the simple solutions for transferring your wealth.
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Protect Your Assets
Asset protection is an important part of your lifetime plan. It protects you not only now, but also in the future. It’s foolish not to take the necessary precautions to protect your own assets.
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