LegaLees

clients, students, and interested parties

Tip: Going Back and Catching Up

Published: Thu, 04/21/16

Hi For many, finishing with ta es leads to a new resolution to document things better ne t year. Most businesses get so busy with their day-to-day…

Reminder: Special Event in Utah

Published: Tue, 04/19/16

Hi This weekend I will be speaking at Peak Performance Super Saturday. This event is hosted by my long-time friend and trusted colleague, Wright…

Special Event in Utah

Published: Fri, 04/15/16

Hi I have made special arrangements with a long-time friend and trusted colleague, Wright Thurston, to allow my students to attend his upcoming Peak…

Tax Audit Trigger: Questionable Deductions

Published: Tue, 04/12/16

Hi Are you buried in ta es or are they all done? I hope things are going well for you.#21 on my formalities checklist is particularly applicable to ta…

Tip: Color Your Operating Agreement

Published: Thu, 03/31/16

Hi #20 on my formalities checklist talks about documenting all major transactions, and my YouTube video to the right goes into this in more detail.

Avoid High Taxes! Zero Out Your Trust.

Published: Fri, 03/25/16

Hi Ta season is upon us. I have been getting a number of questions on how to zero out a trust. Recognizing the demand for answers, I have written a…

Is Your Company Properly Capitalized?

Published: Tue, 03/01/16

Hi Not having enough money to actually run a new company can leave you open to attack, which is why #19 in my Formalities Series is "Was your LLC…

Make Sure Your Foundation is in Place

Published: Thu, 02/25/16

Hi Do you know where you are going with your life and business? Our February Boot Camp in Orlando this week was a resounding success. Attendees left…

Markets Have a Mind of their Own

Published: Fri, 02/12/16

Hi It’s not just the stock market that saw increased volatility at the beginning of 2016. The price of oil is plummeting and China is devaluing its…

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