Articles
Where Can You Find the World’s Best Tax Havens?
Where Can You Find the World’s Best Tax Havens? What’s your next vacation location: the Caribbean Tahiti, Bermuda, Belize, the Virgin Islands, or perhaps the Cayman Islands? These are all great choices and many of the world’s wealthiest individuals not only get to travel to these exotic locations on a regular basis, but many of…
Read MoreEnjoy Them While They Last: End of Bush Tax Cuts Could Throw U.S. into Deeper Recession
Enjoy Them While They Last: End of Bush Tax Cuts Could Throw U.S. into Deeper Recession A few Senate Democrats recently made noise over ending the Bush Tax Cuts in January 2011 given the country’s economic prospects. Although many people have predicted that the end of the Bush Tax Cuts is a foregone conclusion, a…
Read MoreTrusts for Children
Trusts for Children There is a new message that the very wealthy are delivering to their children, a message heard more and more often. And it is a message that could just as well be delivered to the children of parents with somewhat more humble accumulations of assets. To state it bluntly, the message is:…
Read MoreEstate Planning for Highly Appreciated Stocks
Estate Planning for Highly Appreciated Stocks Despite the market reversals of 2000-2001, large unrealized gains still reside in many longheld stock portfolios built up during the record 1982-1999 expansion. How do such assets fit into an estate plan? Advantages over estate transfers Many estate plans include a program of regular gifts. From a tax perspective,…
Read MoreRepublicans Looking to Cut Back on IRS Budget Even More
Republicans Looking to Cut Back on IRS Budget Even More The IRS is no one’s favorite agency; however, when it comes to political parties the democrats are definitely friendlier with the IRS than the republicans. Things have been on a steady decline between the IRS and republicans ever since it was discovered that the IRS…
Read MoreGetting More from Your Banker
Getting More from Your Banker Negotiating Techniques that Keep Funds Flowing Steve Singer, CPA by Steven Singer financing, CPA We frequently receive phone calls from clients that are unhappy with their banking relationships. We also hear from your bankers who want to keep their clients’ business but are not able to obtain the information necessary…
Read MoreThe Best Leadership Style
The Best Leadership Style Recently I took part in an interview with leadership guru Ken Blanchard. Ken was just finishing up his book, Fit at Last, in which he shares how after years of failing to meet his personal fitness goals he was finally able to succeed by applying situational leadership to his fitness routine.…
Read MoreMergers & Acquisitions
Mergers & Acquisitions Grow your firm by merging with GROCO. As with most firms, the best way to get to know GROCO is to read our web site. On the right hand side you can click on the word “Brochure” to get a fairly concise overview of the firm. The more one browses, hopefully, the…
Read MoreOverseas Account Penalties Increase As More Banks Sign On
Overseas Account Penalties Increase As More Banks Sign On It seems that every month we share an article describing the ever-increasing reach of the IRS throughout the world as they attempt to put a stop to any and all taxpayers who would try to avoid paying their fair amount of taxes. This month is no…
Read MoreHow Is That Federal Tax Code Treating the Uber Rich?
How Is That Federal Tax Code Treating the Uber Rich? Earlier this year in his annual State of the Union Address, President Obama spent much of his speech discussing taxes. Specifically he talked greatly about the unfair tax system that favors the rich. If the president’s claims were to be believed, then you would think…
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