Newport Beach, CA
Tax Lawyer at Newport Beach, CA
Practice Areas: Tax, Estate Planning
One of the hot topics in taxation today is whether a regular IRA should be converted to a Roth IRA. The income limits that use to be in place for the conversion are no longer in place for conversions a...
See Full GuideThere are a number of important tax law changes that are looming for 2011. So why do we need to worry about them now? We should be concerned about these changes because they will affect the way we shou...
See Full GuideYou can deduct expenses for your business that are ordinary and necessary. Ordinary means something that is common and accepted in your trade or business, and necessary is something that is helpful and...
See Full GuideSo you filed your tax return for 2009 - now what? You should have now begun or completed your tax planning for 2010. Do not wait until the end of 2010 to start your planning for the year. It will limit...
See Full GuideA question that often comes up in retirement planning is whether the taxpayer should choose a Roth IRA or a Traditional IRA. Each has its advantages and disadvantages so you should consider which one w...
See Full GuideI am frequently asked whether a taxpayer needs to file a tax return for their living trust. A living trust is a revocable trust that is typically formed by a husband and wife during their life time as ...
See Full GuideAs with most questions in taxation the answer is it depends. Life insurance proceeds are specifically excluded from taxation for income tax purposes. This means that the receipent of the insurance proc...
See Full GuideWhat can you predict for our tax rates in the future? This is a question that I get asked quite a bit. If you remember, President Obama said in his campaign that he would raise taxes for the rich, and ...
See Full GuideHow Much of My Mortgage Interest Can I Deduct? So just how much interest can you deduct from your home loan? This is a basic tax question that is often answered incorrectly. You may not deduct interes...
See Full GuideWe have developed a technique based on a proposed IRS regulation that allows for the bifurcation of the LLC interest, whereby each owner would own a managing member, and a member (investment) interest...
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