Tax Attorney Q&a

MoreTax Attorneyquestions please visit : LawyerFreeFAQ.com Can a physical estate attorney back me report a 1099c if my home be forclosed on to avoid individual tax by californiaNo. A Form 1099C is filed by the LENDER involved, informing you and the IRS of the amount of money you ‘gained’ by not paying off the mortgage … Read more

Annuity Lead Generation Needs to Be Multi-Faceted – Don’t Make the Mistake of One Step Marketing

Marketing for annuity leads should never be one sided nor narrowly focused. Concentrating on just seminars, radio or direct mail as an only source of lead generation is a mistake. Marketing companies attempting to interest their agents (and new agents) with the latest and greatest marketing plan is just not good marketing sense. Marketing plans … Read more

Annuity Leads

Any annuity agent will agree that selling annuities survive on successful lead generation. Lead generation is even more important than the product and the presentation. This does not mean that you can sell just anything with good leads. But even the best products do not work without good leads. Leads are the lifelines of annuity … Read more

Asset Protection Planning Part 1 of 4

Copyright (c) 2009 Jeffrey Matsen I. Introduction Asset protection planning has been practiced by attorneys, financial planners and accountants for several decades. Business persons have always had concern over the exposure of their personal assets to claims against the business. The corporate form of business entity with its shield of limited liability has been invoked … Read more

Property Exchanges Defer Taxes

Learned Hand earned the distinction as the “tenth Justice of the Supreme Court” by penning opinions that would be quoted by lawyers and laymen alike. In 1934, Circuit Court of Appeals Judge Hand wrote one of his more famous though often misquoted opinions in Helvering, Commissioner of Internal Revenue v. Gregory, 69 F.2d 809 (2d … Read more