by SteinLaw | Dec 9, 2020 | taxes
If you’ve heard of tactics, such as an intrafamily loan, a grantor retained annuity trust or an intentionally defective grantor trust, it can be helpful to discuss these and which makes the most sense for you using the support of a knowledgeable estate planning... 
by SteinLaw | Dec 1, 2020 | taxes
Questions around whether to invest business profits to avoid tax obligations is a popular issue among many business owners. Understanding your full tax implications and possible tax liability is critical for any business owner regardless of their stage in the company.... 
by SteinLaw | Nov 17, 2020 | taxes
As a small business owner, you wear many hats and have many unique responsibilities but you cannot neglect the importance of having an experienced tax professional guide you through the process of gathering and storing your information so that it can be filed come tax... 
by SteinLaw | Oct 21, 2020 | taxes
Anytime there’s a big election on the horizon, there’s the possibility that the estate tax landscape can change. It’s a big reason why plenty of our clients maintain a relationship with us over many years so our office can keep an eye on these... 
by SteinLaw | Oct 20, 2020 | taxes
No one wants to open their mailbox and discover that the IRS is launching a formal audit against them. It can happen to anyone, but here are some clues that you’ll be more likely to get audited at some point in the future when an auditor shows an interest in your tax... 
by SteinLaw | Oct 14, 2020 | Business Planning
We’re now firmly in Q4 whether it feels like it or not. Although this year has certainly been like no other, December 31 will be here before you know it. That makes now the perfect time to look at your tax strategy as a small business owner and get prepared to...