Estate Planning Masterclass

Learn how to pass on more of your wealth to your heirs and pay less to the government before it’s too late!  This class will teach you what are wills and trusts, what is the difference between a will and a trust, what are the pros and cons of wills and trusts, why are trusts a better option, the process of creating, funding, administering and closing trusts, what type of assets can be included in a trust, who should pay the trust taxes, what are trust legal strategies and why and how to use them, and much much more.

52 WAYS TO OUTSMART THE IRS – Weekly Tax Tips to Save You Money

(UPDATED FOR 2024 AND THE SECURE ACT2.0)

BEAT THE INTERNAL REVENUE SERVICE (IRS) AT ITS OWN GAME! This book teaches you what the rules are and how to pay the least amount of federal income tax. It contains weekly tax, financial and economic tips to help you learn how to keep good records, find little known financial and tax “loopholes”, and keep more of your hard-earned money. Let me teach you how to do just that! 

Personal Tax Extension $75

PLEASE NOTE THAT personal Federal tax extension requests must be ordered no later than April 10 (personal taxes must be filed by April 15).

Business Tax Extension $75

You must place a separate order for each business you need a tax extension request for.  PLEASE NOTE THAT business Federal tax extensions must be ordered no later than five days before their tax due date. For example, calendar year businesses whose fiscal year ends on December 31 must request tax extensions no later than March 10 because their tax filed due date is March 15.

Copies of Past Personal Tax Returns  $75 (for each year requested)

Copies of Past Personal Tax Returns — FORMER CLIENTS ONLY – Specify the year or years that you need tax return copies for in the box below. Make sure that the number of requests for tax returns is equal to the total order quantity you enter. For example, if you order tax return copies for three different years, you should be placing an order for 3 copies in the order quantity box. (for each year requested)

Copies of Past Business Tax Returns $75 (for each year requested)

FORMER CLIENTS ONLY – Specify the year or years that you need tax return copies for in the box below. Make sure that the number of requests for tax returns is equal to the total order quantity you enter. For example, if you order tax return copies for three different years, you should be placing an order for 3 copies in the order quantity box.