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Life Insurance: It Was Never Just About Taxes

  This article raises important points — plan for the long-term and don’t let taxes direct the planning over more important goals — plus it’s a good review of the many benefits of life insurance. But as I’ve previously noted, the estate...

Taxation of Aliens Trying to Leave America – Don’t Go Home without your IRS Sailing Permit or You Aren’t Coming Back

  Article authored by my friend Brian Dooley, a top international tax expert: Before leaving the United States or any of its possessions permanently or for an extended amount of time, all U.S. resident aliens and nonresident aliens (with certain exceptions) must prove...

Six Things Family-Owned Firms Should Know About Succession Planning

  Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations. Source: Six Things Family-Owned Firms Should Know About Succession...

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