Archive for January, 2008

The IRS Increases Audits of Those Making at Least $100,000

Thursday, January 31st, 2008

I'm in NYC again this week.  Earlier in the week I taped a spot for Better TV and Parents.TV and met with a producer from the Today show!  Super exciting! Brian Wyatt, one of our Personal Family Lawyers in Sacramento, wrote an article on his blog about the increase in audits ...

What to Do If You Are Audited By the IRS

Thursday, January 24th, 2008

When I first went into business for myself, I had no idea how difficult the financial record keeping part of things would be. As an entrepreneur, it’s my least favorite part. But, it’s also one of the most critical. And, it’s something I overlooked for the first 3 years of my ...

6 Steps to Finding a Bank You Can Love

Thursday, January 17th, 2008

I had never given much thought to where I did my banking before I became a business owner. I banked with Wells Fargo because they had my home loan and gave me a better rate if I opened up an account with them. But, I dreaded having to ...

Check Out Blawg.com

Tuesday, January 15th, 2008

If you are a lawyer blogger, make sure to check out blawg.com and claim your blog.

New Years Resolution - Prepare For An Emergency

Thursday, January 10th, 2008

It's the second week of 2008 - how are you doing on those resolutions? I've had some calls from clients who were getting theirs taken care of, making sure corporation documents and estate planning documents were getting updated. Lots of new enrollments in our Family Wealth VIP Membership program to make ...

Custody: What Does Best Interest of the Kids Really Mean

Saturday, January 5th, 2008

I've been giving the issue of co-parenting, custody and the "best interest of the kids" a lot of thought recently. I know so many people who kick themselves for having had children with the father or mother of their children. I haven't yet met someone who is a single parent by choice ...

Evolving or Devolving? It’s a Matter of Perspective

Saturday, January 5th, 2008

I'm reading a fantastic book, titled "Generation Me" by Jean M. Twenge, Ph.D. I've been fascinated by generational issues lately, thinking quite a lot about where I fit in among generations. It seems to me that being born in 1973 puts me at the very beginning of "Generation Me." Either that, or ...

What You Can Expect in 2008

Thursday, January 3rd, 2008

My objective for 2008 is to provide you with more of what you need to build your family wealth. And, I intend to make it more fun and entertaining for you than ever before. I haven't exactly figured out how I'm going to do that, but don't be surprised if it involves ...