Yearly Archives: 2016

Key Man Business Protection Issue 11, by Milan Madhani, CPA & Vimal Madhani, MST, EA     July 6th, 2016 Key Man Business Protection With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years,…

How to Handle the Death of a Loved One Issue 10,  by Milan Madhani, CPA & Vimal Madhani, MST, EA     June 6th, 2016 How to Handle the Death of a Loved One With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As…

Managing the Financial Implications of Divorce Issue 9, by Milan Madhani, CPA & Vimal Madhani, MST, EA     May 6th, 2016 Investment Strategies to Reduce Alternative Minimum Tax With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial…

Expanding Your Family:  Tax and Investment Issues to Consider  Issue 8, by Milan Madhani, CPA &  Vimal Madhani, MST, EA     April 6th, 2016 Expanding Your Family: Tax & Investment Issues to Consider Congratulations! There is nothing more exciting than adding a new member to your family. Whether you are expecting a new bundle of joy or adding…

Getting Married: Tax and Investment Issues to Consider Issue 7,  by Milan Madhani, CPA & Vimal Madhani, MST, EA     March 6th, 2016 Getting Married: Tax and Investment Issues to Consider With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader…

Investment Strategies to Reduce:   Alternative Minimum Tax Issue 6, by Milan Madhani, CPA & Vimal Madhani, MST, EA       February 6th, 2016 Investment Strategies to Reduce Alternative Minimum Tax With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a…

Investment Strategies for Investors Subject to the 3.8% Net Investment Income Tax Issue 5, by Milan Madhani, CPA &  Vimal Madhani, MST, EA     January 6th, 2016 Investment Strategies for Investors Subject to the 3.8% Net Investment Income Tax With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and…