Advanced Trust Options for Estate Planning

Advanced Trust Options for Estate Planning

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...
How to Invest Business Profits to Decrease Tax Obligations

How to Invest Business Profits to Decrease Tax Obligations

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....
IRS Audit Triggers: What Increases Your Chances?

IRS Audit Triggers: What Increases Your Chances?

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...