Half Point Manangement LLC

We often find situations where a gift tax return should have been filed and never was. This issue can cause you to pay tax on funds that would never have been taxed if the return was filed.

Gift and Estate Tax Primer The tax code places limits on the amounts that individuals can gift to others (as money or property) without paying taxes. This is meant to keep an individual from using gifts to avoid the estate tax that is imposed upon the assets owned by the individual at their death. This can be a significant is...

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What do you see?

NYSTAGMUS How many of you can see an empty shelf? I'd say that 99.99% of the shoppers coming into this store, can identify a shelf that's empty.

Don't let the local courthouse be your partner in settling your estate!

Living In America If you are of age to reminder the early days of the Rocky movies, you may remember living in America by James Brown. This was only one of many songs that made James Brown famous and wealthy.

Be proactive in regards to your estate planning needs!

It's your choice, probate or NOT! Let me make this as clear as possible. ALL wills that have assets such as real estate, assets that have a title, that must be transferred to the heir, or bank accounts owned by the deceased will go through the probate process.

Always get a receipt to verify your expenses.

Recordkeeping Tips to Keep the IRS Away With the ever-increasing complexity of our tax system, it is commonplace for many small businesses to make mistakes with bookkeeping and filing. One way to avoid making errors is to be aware of the most commonly encountered pitfalls. Here are some tips to help keep the proper records.

Take good advice before something bad happens.

I care enough! If you have seen the Netflix movie "I care a lot", you were probably terrified. Let's say that the issues that occurred and the things done in the movie do happen.

One of the best ways to maximize your exit is to create a plan!

Exit Strategy: How to Create One for Your Small Business If you’re a small business owner, have you thought through your exit strategy? It’s important to do so, whether you choose a liquidation, sale of the business, IPO, or some other option.

The importance of a contingent! When we are young we aren't thinking about the end of life. We often feel that things happen to everyone else, not us.

For those of you who are taking advantage of earning more than at work, think of the long term impact. You have shown your employer that you are not concerned about his business. He needs employees to work and the lack of employees is putting businesses out of work. The result means that you won't have some of these jobs to go back to or that when it comes to rehiring people, your employer will remember your display of loyalty. Just some food for thought!

Think Like A Tax Professional! You may have heard the expression, it's not how much you make but rather how much you keep! This refers to how much take home pay or income you keep. The take home is the money that you spend to pay your bills, to save for the future, and live.

I'd love to hear what you think.

Jack Lowrey on LinkedIn: American Plan To Kill Families American Plan To Kill Families...