3 Steps to Making Your Assets Invisible |
If someone can see what you own, you’re more likely to get sued. That’s why...
Tax Planning
Free CourtListener Docket Sheet and Documents for Major Tax Crimes Case (Also Major White Collar Crimes Case) (7/3/25)
I write to inform principally students and young lawyers of a case with documents that...
What is the Widow’s Penalty?
Key Takeaways The widow’s penalty refers to the financial and tax disadvantages a surviving spouse...
FinCEN’s New Reporting Rule for Residential Real Estate |
If you’re a real estate investor, March 1, 2026, isn’t a deadline; it’s the day...
My IRS Levy is Causing a Hardship. Now What?
Key Takeaways Dealing with an IRS levy can be incredibly stressful, especially when it creates...
Why One Mistake Can Cost You Everything |
A recent court case didn’t just expose a weakness in one investor’s asset protection—it dismantled...
What is a Trump Account and How Does It Work?
Key Takeaways A Trump Account is a new tax-advantaged IRA for children under 18 that...
Ask Phil: Should I Wait 60 days to file my taxes?
Optima Tax Relief’s Chief Tax Officer and Lead Tax Attorney, Phil, answers another question from...
California Wealth Tax | 2026 Billionaire Tax Act
Proponents of a California wealth tax ballot initiative insist that the proposed wealth taxA wealth...
How To Transfer A Rental To An LLC |
You bought a rental property. It’s cash flowing. Everything looks great. Then you realize it’s...