Category Archives for Advisors
What is “The QBI Pass Through” (simplified) and How Does it Help Me as a Business Owner?
Unfortunately, like many aspects of the law, the new QBI deduction is complex and regulations to explain the application of this provision have only partially cleared up some of the confusion surrounding its usage. Let me try and simplify this for you so you can hopefully take advantage of all it has to offer.One of […]
Continue readingWhat is a “DAPT” and Why You Should Care About It
Let me start by defining what “DAPT” stands for…Domestic Asset Protection Trust. Still confused by what it means? Many are as it isn’t something that is simple and easy to understand in the first pass. I will hopefully help you understand it better and offer you some ideas on how it can be used so […]
Continue readingAre You Going to Take Advantage of the Proposed “Clawback” Changes?
Because of the recent tax law changes, there is an interesting proposal on the table that will be voted on in March of 2019. It is expected to pass with little opposition. If it does pass, there will be some interesting “opportunities” for people between now and 2026. This is the window where you will […]
Continue readingExpect the Unexpected and Planning is the Cure for the Unexpected
Charlotte Fox was one of the most adventurous women I have heard about. She was a serious mountain climber…acclaimed for reaching the summit of many of the world’s tallest mountains. She was the first American woman to climb three peaks above 8,000 meters, including Mount Everest in 1996. That climb will forever live in infamy […]
Continue readingFirst String or Second String…They should all be good
Being a member of the Wealth Counsel organization gives me access to the first string across the country, and recently one of these colleagues addressed what is a concern for many of my clients. So I’m passing along his thoughts. I think you will find them, as I did, to be very relevant and helpful. […]
Continue readingTop 10 Icebreakers offer guide for blogging
Being an attorney from my perspective goes way beyond the law and documents…it’s connecting with you and everyone else I get the pleasure to meet. For many attorneys, this is kind of a pain and a “necessary evil” as I talk with others around the country. To me, it is the BEST PART of what […]
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