All products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
What to know, how to uncover the risks of a lease, negotiating ideas, big-dollar questions to ask, provisions to guard against, providing for future needs, purchase option, and a glossary of rental terms.
How to avoid the severe tax implications of loans from your company that the IRS views as taxable compensation or a dividend. Applies to owners, partners, board members, employees, family members, and affiliated businesses.
A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business
What to know and how to design a will that saves your heirs taxes and distributes assets according to your intentions. Includes codicils, family transactions, IRS alerts and cautions, distribution options, trusts, estate planning, and a Family Information Roadmap.
A comprehensive checklist to audit all of your personal and business insurance coverage, including an inventory of policies/coverage, identifying gaps, selecting settlement options, and 17 ways to reduce and effectively use premium outlays.
The rules, restrictions, and options on the increasingly complex management task of home ownership. Includes analysis of mortgage financings, home equity loans, second and vacation homes, property insurance, and business use of a home.
How to design a retirement plan that considers all legal and tax options, with planning options, retirement income model, contribution options and limits, use of IRAs/Roth IRA, and compliance and recordkeeping. Includes 27 facts and alerts to use today.
#34: Your Business: How the IRS Values a Family Business for Heirs, Successors, Gifts, and Estate Taxes
To help you establish the value of a family business for your family, heirs, successors, or the IRS. Includes a Case Study, review of goodwill, use of discounts, and 8 valuation methods with a final weighted value.
To Help You Stay Out of Trouble with Other Company Owners, Creditors, the IRS, and To Comply with State Laws
How to increase your after-tax retirement income, with a review of your retirement money, income, withdrawal options, taxation, Roth IRA, and strategies to increase your after-tax income after retirement.