Articles that Help You Reach Your Tax Goals.

Most of the articles deal with either estate planning or business succession planning.

They continue what the free special reports teach you. if you haven't already, download the special reports to kick-start your learning.

Estate planing: "How to Legally Eliminate Your Estate Tax Liability"

Business succession: "How to TRANSFER Your Business (to your Kids), Yet Keep CONTROL"



HOW TO CONVERT YOUR IRA FROM A TAX LOSER TO A TAX WINNER… GUARANTEED

We are all dealt the same cards in the tax game, but how you play them determines whether the IRS or you win. Sadly, most taxpayers play their IRA cards wrong. Result: Your family loses. This article is a roadmap of what to do (and not to do) with your IRA. To cover every possibility […]


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HOW SAFE IS YOUR FAMILY WEALTH IF YOUR CHILD DIVORCES?

Let’s start with a question: Would you fly my airline if I crashed 50% of the time? Well, depending on whose statistics you read, about 50% of every new marriage ends in divorce. Even worse, after the nuptial couple exchanges vows, the law kicks in giving each rights to the other’s assets. Like it or […]


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OWN ANNUITIES?… YOU ARE IN AN EXPENSIVE TAX TRAP… HOW TO ESCAPE

If you own annuities, this article is must reading. If you intend to buy annuities, read this article before you buy. It should be noted that most insurance companies have many annuity products, each a bit different. There are literally thousands of possibilities. In spite of all the possibilities, the type of annuity most often […]


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HOW TO ESCAPE THE DOUBLE TAX TRAP OF YOUR QUALIFIED PLAN FUNDS

Raise your hand if you have a significant amount of dollars ($400,000 or more) in a profit-sharing plan, IRA, 401(k) or other qualified plan. Got your hand up?. You are in a tax trap. Sorry, but you must pay at least one tax… maybe a double tax. This article explains the horrible tax rules and […]


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UNIQUE TAX STRATEGIES THAT TURN YOUR LIFE INSURANCE LEMONS INTO LEMONADE

Did you ever wonder why the rich buy so much life insurance? The answer is in the numbers: The crazy tax law allows you to multiply a small portion of your wealth into millions of tax-free dollars. How? This article shows you the how, whether you are rich or just want to mimic the insurance […]


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THE SECRET TO SOLVING YOUR BUSINESS SUCCESSION PROBLEM, WHETHER YOU HAVE ONE OR A DOZEN SHAREHOLDERS

Sooner or later, every business—whether guided by a well-thought-out plan or forced by circumstances—must replace its leader. “Succession planning” (SP) is the name of this game. Done right, SP allows new management to lead the business without missing a beat. Done wrong (faulty planning) or an unexpected occurrence (usually the death or disability of the […]


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THE SEVEN-MOST-USED TAX STRATEGIES (TO SAVE TAXES OR CREATE TAX-FREE WEALTH)

We analyzed my clients’ files for the last several years to determine the strategies most used in 2014 to legally beat up the IRS. Seven strategies, which follow, rose to the top as the clear winners. For ease of reading in every strategy that follows, our tax hero is Joe (who owns Success Co.)… also, […]


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