'Rick Durfee What is the U.S. Sovereign Wealth Fund? Photo by Aditya Vyas on Unsplash President Donald Trump has proposed the creation of a U.S. sovereign wealth fund (SWF) —a concept that has sparked considerable debate, both positive and negative. A s... Business Planning Professionals Tax Basics Tax Planning
Durfee Law Group Wealth Transfer Strategies Financial advisors should have a working knowledge of estate planning to know when their clients should be talking to a law firm to get their estate plan set up. Estate planning is a critical componen... Business Planning Estate Planning Professionals Tax Basics Tax Planning
Durfee Law Group Avoid Tax Penalties with Timely Estimated Payments 2024 Extension and Q1 2025 Estimated Taxes Due 4/15/25 for Individuals, C-corps, and Small-Business Owners To help you stay compliant and avoid penalties, Durfee Law Group (DLG) recommends making elec... Tax Basics Tax Controversy Tax Planning
Durfee Law Group Business or Just Lunch? The IRS Wants to Know. Conditions for Business Meal Deductions Budgeting for your personal finances is different than tax accounting for a small business . You generally cannot deduct meal expenses unless you (or your emplo... Tax Basics
'Rick Durfee The Tax Horse As a six-year-old, I crawled through a corral fence to admire a horse, thrilled yet terrified when it noticed me. Unsure whether to run or stand, I froze as it stepped on my foot, bit my shoulder, and... Business Planning Tax Basics Tax Planning
