Is Legally Lowering Your Taxes Ethical?

We received an interesting email from a long-time client today. She asked to be removed from our email list (though stay as a client) because she does not like our emphasis on reducing taxes. She feels that by helping you lower your taxes, we “help eviscerate...

Is It Too Late to Save Taxes for 2007?

Here we are less than a month from the due date of tax returns. Most of you are scrambling to get your information together for your accountant. You hope the tax bite is not too big this year – that you won't have a big tax payment due on April 15th. You wonder,...

How Do I Find the Right Tax Advisor?

This is the time of year when all Americans think about their tax situation and what they might do differently to reduce their heavy tax burden. There is a record of an ancient civilization that was required to pay 50% of their earnings to their captors. They...

Are You Happy?

My son, Max, is bipolar. Even with proper medication, he has days when he is very “up” and days when he is very “down.” (The medication keeps the highs from being too high and the lows from being so low.) But, like most bipolar individuals, he...

Why Year-End Tax Planning?

This is the time of year that we contact all of our clients and suggest that they do some year-end tax planning with us. Many of you wonder why planning at this time of year is so important. Let me give you three quick reasons. Reason #1: AMT. More and more people are...

Number One Tax Question

People frequently ask what is the number one tax question I get? Inevitably, whenever I speak at a seminar or to any group, the requested topic is “How do I structure my business and/or investments?” Not only is this the most common question, but it is...