History For obvious reasons the United States Treasury is interested in identifying individuals who have interests in foreign financial assets. In 1970 Congress enacted the Bank Secrecy Act which included requirements for filing an annual Foreign Bank and Financial Account (FBAR) report (originally known as Form TD F 90-22.1). The Treasury Department created the Financial […]
Blog
If you are in a situation where divorce appears to be the only option, you should probably retain the services of a competent experienced family law attorney as early as possible to help guide you through the process and protect your interests. Just the same there are technically five distinct options for obtaining a divorce […]
Right after concern for the welfare of the children, the biggest concern during and after the divorce process generally relates to the fear of the unknown financial impact. During the divorce process, costs generally rise dramatically as the spouses often incur new outlays for legal and forensic representation, emotional counseling services, and separate housing. This […]
Welcome to the Wealth Builder blog. This area of our new website is designed to provide you with the latest tax planning ideas and other financial opportunities that can enhance your wealth. Please stay tuned for regular updates..
I took a hiatus during tax season and have had a tough time getting back on track. In any event, a client of mine recently raised a question which I believe may be relevant to many of you – how long should I keep my records?
Location: Santa Barbara Speakers: Allan Morton, Esq.