Biography
Preface: “The IRS has turned your accountant into their policeman”

Introduction
“Checklist to Substantially Reduce Taxes, Protect Assets
and Avoid IRS Problems”
Chapter 1: BUSINESS MEALS and ENTERTAINMENT EXPENSES
Chapter 2: DEDUCTING THE COST OF COMPANY PROPERTIES
Chapter 3: EMPLOYEE’S COMPENSATION
Chapter 4: CASH and NON-CASH PAYMENTS TO EMPLOYEES
Chapter 5: FRINGE BENEFIT EXCLUSIONS
Chapter 6: EMPLOYEE BENEFIT PROGRAMS.
Chapter 7: DEDUCTING RENT and/or LEASE PAYMENTS..
Chapter 8: SUBSTANTIATION REQUIREMENTS FOR TRAVEL and
RELATED EXPENSES
Chapter 9: THE HEALTH SAVINGS ACCOUNT
Chapter 10: THE PROBLEM WITH CONSTRUCTIVE DIVIDENDS
Chapter 11: RETIREMENT
“Get a large deduction with a 412(e)(3)  retirement plan”
“Retirement Rollover Pitfalls”
“The K or Double K - The Ultimate Retirement Plan for
Small Business Owners”
“News and strategies for the personal financial planner”
Chapter 12: INSURANCE
“Abusive Insurance Plans get Red Flag”
“Using Captive Insurance Companies for Savings”
“Insurance swap-outs trade old policies for new ones”
“Insurance Exit Strategies”
Chapter 13: ASSET PROTECTION
“Buy-Sell Agreements”

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