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"



BUSINESS SUCCESSION: LEARN HOW TO TRANSFER YOUR BUSINESS TO YOUR KIDS… DO IT TAX-FREE

It’s December in Chicago.  Cold. Snowy. Blustery. What has the winter weather got to do with business succession? It’s just too late to get any serious tax planning done. What’s my motive. I’m writing this in 2014. You will read it in early 2015… gives you almost a whole year to get your planning done. […]


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DO YOU SMOKE?… THE SECRET OF HOW TO GET A LIFE INSURANCE POLICY AT NONSMOKER RATES

This article tells a true story. If you, a loved one, or someone you know smokes and needs life insurance, you’ll not only enjoy the story, but will want to learn how to achieve the good-news result. The hero of this story is a young woman, Kelly (her real name). Kelly is a key employee […]


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MARRIED?… AND HAVE AN ESTATE TAX PROBLEM?… LEARN HOW TO LEGALLY AVOID THE ESTATE TAX MONSTER

Do you have enough wealth to be clobbered by the estate tax?.Then read every word of this article. You’ll learn how to keep your wealth. But open your mind, because we are about to kill some sacred cows (really conventional wisdom of how most estate planning advisors, inadvertently, make you an estate tax victim). What […]


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HOW TO SOLVE THE STRESSFUL PROBLEMS—TAXWISE AND EMOTIONALLY— WHEN TRANSFERRING YOUR BUSINESS TO YOUR KIDS

Joe couldn’t sleep. He was troubled, anxious and perplexed. To the outside world, Joe is a guy that has it all: great family, large profitable business (Success Co., that he started from scratch) on the board of directors of another large business, a bank and a national charity. He is a respected, well-liked mover and […]


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OWN A SUCCESSFUL BUSINESS?… HOW TO SLASH YOUR TAXABLE INCOME BY $1.2 MILLION

Want to make a grown man (Joe) cry? Tell him the amount of his income tax bill (after he was originally thrilled by a great profitable year). For the year 2013 there is an unbelievable increased top rate—39.6% for taxable income over $400,000 if single, $450,000 if married. Ouch! Wait. Joe is old enough to […]


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THE SECRET STRATEGY TO PROTECT YOUR KIDS—AND FUTURE GENERATIONS—FROM CREDITORS, FORMER SPOUSES AND THE ESTATE TAX MONSTER

Who would you like to enjoy your wealth?.. You, your spouse and your “family” or the IRS? Here family means not only your kids and grandkids (born or yet to be born), but also future generations (many decades or even a century into the future). Well, there is a secret strategy that allows you to […]


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SECOND OPINION CONQUERS ESTATE TAX (IRS) FOR COLUMN READER

For years I have been writing: “If you use the right tax strategies, work with the right professional (typically, lawyer, CPA and insurance consultant), you will create a comprehensive plan to conquer the estate tax. Every time. And legally. Whether you are young or old… Married or single… Insurable or not.” Unfortunately, the goal of […]


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