by Leif Jensen | Sep 18, 2019 | Investing |
Do you have or believe in life insurance? Years ago, I was not a fan and didn’t see the philosophy. Then when I worked as a financial planner and compliance for a group of financial advisors, I was taught and saw the benefits at work. Life Insurance is one of the...
by Leif Jensen | Sep 17, 2019 | Estate Planning |
I have a business client who owns a business and has three children. The largest asset the owner has is the business. One child works within the business and the plans are for them to eventually take over the running of it, while the siblings dabble in the business...
by Leif Jensen | Sep 16, 2019 | General |
I learned something new about insurance recently. I am Trustee on a Trust and the Trust owns a piece of property with a home on it. The tenant bypassed me and filed claims with the insurance company in 2017 and 2018. Very small claims, the 2018 had a payout of...
by Leif Jensen | Sep 11, 2019 | Tax Court |
Your tax home is not always be where you think it is… It may not be where you live. As a self-employed consultant lived in Ga.found out. He spent his time at his client’s offices in N.J. for four days each week. He deducted his travel to and from N.J. as...
by Leif Jensen | Sep 10, 2019 | Running a Business |
You have decided upon your entity type and have done your initial analysis, you are now ready to get started with your business. You have your product or service and can now jump in and get started. Whether you are full time or part time you will need to know where...
