Tax Planning

Does the thought of an IRS Audit keep you from tax planning?

BY Admin | January 4, 2021

Are you afraid of the possibility of an IRS audit? You're not alone. While it's actually common for many business owners to be audited fairly regularly, receiving an IRS audit letter can still evoke fear like nothing else. The good news is that the odds of avoiding an audit are in your favor. And if…

Asset Protection, Finances, Tax Planning, Wealth Management

What Your Attorney Isn’t Telling You About Asset Protection

BY Admin | June 3, 2020

Millions of individuals go to attorneys regularly in order to learn more about how to secure their assets, and how to keep those assets safe throughout the state and aging process. But not all attorneys have the same approach or philosophy about the problems associated with asset protection. There are many misconceptions about the process…

Asset Protection, Finances, Real State, Tax Planning, Wealth Management

Wills and Trusts: It’s Not Really About the Documents

BY Admin | January 27, 2019

The Siegel Law Group, P.A.By: Barry D. Siegel Wills and Trusts: It’s Not Really About the Documents For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive…

Asset Protection, Tax Planning, Wealth Management

Asset and Wealth Management: A Holistic Approach to Planning for Now and Later

BY Admin | July 26, 2018

Wouldn't it be great if there was a one-stop-shop where you could get advice for all of your personal finances? Well, there is. It’s called ‘asset and wealth management, and it streamlines the financial advising process by combining the advice of financial advisors in every realm of personal Asset and Wealth Management: What is it,…

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