by Kevin Kennedy | Jun 21, 2016 | Business planning, Tax Planning
If you have your own business or are thinking about starting your own business, this article was written for you, particularly if you currently have or are considering having a business partner(s). Some business owners are hesitant to mention to their business...
by Lee Chen | May 31, 2016 | Estate Planning, Law
Anyone with a basic understanding of estate planning knows that one of the primary benefits of having a living trust is to avoid probate. Nevertheless, unless you are an attorney or have been personally involved in a probate proceeding in the past, few people have an...
by Kevin Kennedy | May 3, 2016 | Business planning, Retirement Planning, Small Business, Tax Planning
Not that long ago, a Roth retirement account did not exist. However, for many individuals today, a Roth account is the preferred retirement investment vehicle, particularly for self-directed retirement account owners. The reason why a ROTH tends to gain favor is...
by Jarom Bergeson | Apr 19, 2016 | Asset Protection, Business planning, Tax Planning
On April 3, 2016, 11.5 million leaked files from Panamanian law firm Mossack Fonseca (known as the “Panama Papers”) hit news outlets around the world. Mossack Fonseca specializes in offshore planning in countries regarded as “tax havens.” This torrent of leaked...
by Lee Chen | Apr 5, 2016 | Asset Protection, Business planning, Real Estate
We are frequently called upon by clients to assist them with reviewing their real estate purchase transactions to ensure that their interests are adequately protected. While every real estate purchase transaction is different, there are due diligence items that are...
