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…

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    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…

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      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…

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        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…

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          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…

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