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Solo 401k versus Self-Directed IRA

Friday, January 20

I get many questions about Solo 401k versus Self-Directed IRA. Here are tips to help you decide.Solo 401k versus Self-Directed IRAA Solo 401k is a great retirement plan for self-employed individuals or business owners with no employees or part-time employees only. After extensive research and ta...


Early Start Tax Planning Checklist

Friday, January 06

EARLY START TAX PLANNING CHECKLIST1. If you own a business, do you have an EIN number, operating agreement, and a separate bank account?2. Have you recorded all the income and expenses related to the business on the business bank account? This is a huge audit item for 2012.3. If you own investmen...


What We Can Learn from Kim Kardashian about Year end Tax Planning

Thursday, December 22

It’s not often that talk about taxes hits celebrity blogs and gossip sites, but the recent hasty divorce application of TV reality star, Kim Kardashian, has made the headlines partly because of how Uncle Sam will affect her fortune. Kim Kardashian Kim Kardashian filed for divorce after only 7...


Is your Accountant Ripping You Off?

Friday, December 16

Before you can get some tax saving and wealth building work done, you may need help from a qualified CPA. Unfortunately there are more 'bad' CPA's out there than good ones. Here's some tips on how to spot the difference and find a gem who can become part of your 'tax-busting' team. HOW TO SPOT A ...


Top Ten Year End Tax Planning Checklist

Friday, November 18

TOP TEN YEAR END TAX PLANNING CHECKLIST1. If you own a business, do you have an EIN number, operating agreement, and a separate bank account?2. Have you recorded all the income and expenses related to the business on the business bank account? This is a huge audit item for 2011.3. If you own inv...


Understanding Land Trusts

Thursday, November 03

Real Estate Land TrustsIn a true Land trust, the Trustee's role is not to operate the trust, but simply to hold legal and equitable title to the real estate properties held within the trust.  The Trustee serves as a figurehead - holding title and signing documents, contracts, deeds, etc., as dire...