Monthly Archives: September 2013

IC DISCs – An Excellent Planning Vehicle for Business Owners with International Operations

The Interest charge  domestic International sales corporation aka IC-DISC is an interesting tax solution that many financial advisors that have business owner clients with international sales are completely unaware of. It has greater personal tax planning utility for the business … Continue reading

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Charitable Gift Annuities – Your Charitable IRA or 401(k) Plan

I just came back from Florida from a meeting with my friend Nick Gregory who does a lot of interesting work with charitable gift annuities. This is a powerful planning concept that can accomplish important tax planning results while “giving … Continue reading

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When was the Last Time?

When was the last time that your accountant provided you with a tax planning idea to reduce your tax burden? If you’re like most taxpayers, you probably think you pay too much in taxes. And you’re probably right! You know … Continue reading

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Junior Goes to College!

                Innovative Strategies to Save for Your Children’s College Education with Pre-Tax  Dollars Overview The cost of college tuition has gone through the roof. The average cost of a private university can range from $40,000-60,000 per year. The cost … Continue reading

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College Savings with Pre-tax Dollars for Junior

Saturday afternoon and I am content that Army gave #5 Stanford a game at home. I plan to write a longer article on this topic but here is a summary of an idea that I have been thinking that of a concept … Continue reading

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Puerto Rico

I have been pretty enamored with the impressive tax legislation that the PR passed in 2012. Pretty stunning and something for our Congress to emulate to get the economy in motion. I have written a few things on JD Supra … Continue reading

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Medical Expense Reimbursement Plans

Alot of confusion exists regarding the implementation of ObamaCare. Confusion  seems to be at every level. The federal govenment has delayed the implementation for a year but not the individual mandate. First it was the employer mandate and now it is a … Continue reading

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