Monthly Archives: February 2013

Tax Kung Fu – Tax Structuring for Chinese Investment in U.S. Real Estate

Overview Unless you have been traveling the galaxies for the last twenty years, you haven’t missed the “Chinese Miracle”. Its enormous impact is felt globally. When you see the skyline of Shanghai, the new meaning of Mao’s Cultural Revolution seems … Continue reading

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Union Friendly -Using Collectively Bargained Pension Plans to Maximize Employee Benefit Contributions for Closely Held Business Owners – Part 3 Sec 79 Group Term Life

Overview Part I and Part II have focused on the tax planning possibilities of small business owners and owners of professional corporations utilizing an exemption for collectively bargained plans. This exemption allows the business owner to cover employees under the … Continue reading

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Union Friendly -Using Collectively Bargained Pension Plans to Maximize Employee Benefit Plan Contributions for Closely Held Business Owners – Part 2

                                                         Medical Reimbursement Plans Overview In Part I of this series, I discussed the benefits of collective bargaining agreements for small business owners and professional corporations for qualified retirement planning. The ability to unionize employees allows the business owner to … Continue reading

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Union Friendly -Using Collectively Bargained Pension Plans to Maximize Pension Contributions for Closely Held Business Owners – Part I

Overview In the “old days” business owners and employees were able to have good pension plans that did not depend upon the fate of the stock market, i.e. defined benefit plans. We have all heard the stories of New York … Continue reading

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