Joe, a long-time reader of this column, and the owner of a family business, Success Co., hired a new CPA, Claude, about one year ago. At one of their meetings, Joe showed Claude a thick file of this column's articles, which he has been saving for years. Claude studied the articles, then Claude said, "Let's call Irv." They did. Following is a summary of the strategies, taken from the articles, used by Joe (age 76, married to Mary, age 67) and Claude. In a way the strategies ...

Register For Free or Sign In to Access Entire Article

"You too can enrich your family, instead of the IRS" is FREE to access as a registered user on Contractormag.com. Why register for Contractormag.com? It's simple and free, and provides:

  • Access to exclusive articles and news coverage
  • The full version of all monthly digital editions dating back to 2010
  • Allows you to comment on articles and discuss news with Contractor's editors
  • Gain valuable media content and more!

Already registered? here.