Uncategorized

An Asset Protection Attorney Dedicated to Protecting You. It is important to plan financially for both good times and bad times. Asset protection is a plan for the times in our life that we would prefer to forget, such as being sued by a creditor or individual. Certain assets are protected…

Investment Management Attorney in South Florida Consider integrated investment management. Check out Alexander Tecle. Being a successful investor requires, time, experience, good research, and constant analysis of multiple markets. The problem most people have is a lack of time. You are working, spending time with your family, or just enjoying the time away from…

Financial Planning We discuss how to approach financial planning and what is important.

Retirement Planning In this post, we discuss retirement planning and what is important to know.

Different tax systems: France and U.S.A   Worldwide vs. Territorial system   The US adopted a worldwide taxation system whereas most of the other countries have a territorial system, including France. The worldwide system means that a corporation which has its headquarters in the US, or an individual residing in the US, will be taxed on its incomes…

Des systèmes fiscaux différents : Les Etats-Unis et la France   Mondial vs. Territorial   Les Etats-Unis, contrairement à la plupart des autres Etats, ont adopté un système fiscal mondial. La France quant à elle, a adopte un système territorial. Une société ayant son siège social aux Etats-Unis ou une personne résidant aux Etats-Unis est imposée sur…

Net Unrealized Appreciation Q & A... And... Comments... COMMENT: When considering an NUA, an important consideration aside from whether you qualify, is whether you are disqualified. For example, you are allowed only one distribution in the year of the NUA lump-sum distribution. Accordingly, a loan can disqualify you. Furthermore, you should consider when to make the lump-sum…

50 Year-End Business Tax Savings Tips Set aside time to plan
 Book an appointment in your calendar to work on you and your company’s year-end items. For example, you could block off an entire day or you could enter multiple 1-hour appointments over the course of a week or two. Weekends are usually packed with…

Charitable Deductions: Donations can reduce tax liability November 28th is known as #GivingTuesday or Tuesday of generosity. Therefore, it's important to know how this impacts your taxes. If you give money or property to a non-profit or tax-exempt charity before December 31, you will likely be able to take a charitable deductions for the tax year. Accordingly,…

18 Tips for Florida Business Owners 1-Corporate Incorporation/ LLC Organization/ Partnership Formation Registration/ Fictitious Name Application A business is created through the Florida Department of State Division of Corporations [www.sunbiz.org]. Entity selection is important because different entities have different requirements and formalities. 2-Federal Tax Issues Many people understand the importance of obtaining an EIN number. However, few understand the…

IRS Letter: What to Do...If You Get a Letter from the IRS... What You Need to Know if You Get a Letter in the Mail from the IRS Each year, the IRS mails millions of notices and letters to taxpayers for a variety of reasons. If you receive one: 1. Be alert for tax scams. The…

Missed Required Minimum Distribution? What to do... You missed the deadline to take a required minimum distribution from your qualified retirement plan. What do you do? The deadline was December 31, 2017. You must take your first required minimum distribution for the year in which you turn age 70½. However, the first payment can be delayed…