The following is not legal advice and is for informational purposes only. I have been fortunate to serve as an outside general counsel...

This article is for informational purposes only and is not legal advice.  Private Placement Life Insurance (PPLI) has emerged as a...

This article is for informational purposes only, and is not offered as legal advice.  I have been the target of at least 3 attempted...

This article is not legal advice and is for informational purposes only.  It was not long ago that cryptocurrencies were widely...

This article is for informational purposes only and is not intended as legal advice.  IRS penalties can seem arbitrary, and in fact they ...

The following is not intended as legal advice and is for informational purposes only.  A letter from the IRS is rarely a harbinger of...

If you owe more than $10,000 in back taxes to the Internal Revenue Service (IRS) you may be eligible to settle for less than the full...

Potential legal issues are often ignored by small businesses who often figure that they have bigger fish to fry. But it's those issues,...

As a high net worth individual, dealing with significant tax debt can be a complex and stressful situation. One potential solution that's...

One of the most challenging aspects of running a family business is succession planning. What happens when the current owner is ready to...

Wealth preservation is perhaps the most important consideration in estate planning for high net worth individuals. Taxes can take a big...