by admin | May 14, 2017 | Tax Planning
By David Welch Foreign bank account and foreign income reporting has been a major concern for certain taxpayers the last several years. For those not aware, the issue is rather straight-forward: If you own foreign bank accounts or other foreign assets, you very well...
by admin | May 14, 2017 | Tax Planning, Wills & Trusts
Many grandparents wish to leave money to their grandchildren when they pass. However, few leave specific instructions on what to do with their money and possessions, leading to potential legal challenges and personal heartache after their deaths. John J. Roe III, a...
by admin | May 14, 2017 | Tax Planning
In view of the number of investment frauds recently discovered, and the potential scope of the losses, the Internal revenue Service recently adopted a Revenue Ruling (#2990-9) and Revenue Procedure (#2009-20) aimed at avoiding difficult issues of proof as to how much...
by admin | May 14, 2017 | Real Estate
As the New Year swept in bitter cold temperatures, 2014 also swept in new regulations in the lending industry. The 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act charged the Consumer Financial Protection Bureau (“CFPB”) with the authority to implement...
by admin | May 14, 2017 | Business Planning, Real Estate
As a small business owner, you own your building and pay rent to yourself. But if your building becomes too small and you need to find a larger space, what should you do? Section 1031 of the Internal Revenue Code allows a business owner to sell a building, acquire a...
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