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…

How to Defeat Proposition 30 Tax Hikes

December 12, 2012

Since the passage of Proposition 30, California now has both the highest personal income tax rates and the highest sales tax rate of any state in the Union.  But wait, there’s more: the escalation you’ll see in your tax bill doesn’t just start in 2013! …

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