TOP YEAR-END TAX TIPS

December 11, 2013

With the higher tax rates passed by Congress for 2013, it’s likely that many top earners will owe a lot more in taxes.  Pre-year-end tax projections are a must if you want to minimize the impact of these major changes – and time is running…

How to Receive 100% Tax-Free Gain from Startup Investments

November 25, 2013

With the recent introduction of the 3.8% Medicare tax and the increase in maximum long-term capital gains tax rates, investors might be feeling a little discouraged.  Yet, not all is lost!  As the Richard Welling team likes to say, “Every cloud has a tax-free lining…

How to Create a Tax-Free Supplemental Retirement Fund

April 10, 2013

We are in the throes of making sure all of our clients are taken care of for April 15th. I have been telling many of them about a last-minute tax planning idea and thought I would share with a wider audience. In general, you have…

How to Increase Company Value and Profitability through Worker Safety

February 27, 2013

Do you know it’s possible to increase company value and profitability by improving worker safety?  I recently had lunch with Colin Baird, a colleague of mine that helps companies reduce their workers comp costs.  In case you’re wondering, he is not an insurance salesman!  He…

Easy Way for CA Shareholders to Save over $1,000 per Year

December 20, 2012

In the state of California, if you are the sole shareholder (other than your spouse) and officer of a corporation, you could save up to $1,008.80 by electing to exclude your corporate wages from State Disability Insurance (SDI) withholding. We recently attended a meeting of…

Page 18 of 19« First...10...1516171819