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ROUGH BEGINNINGS The “back-to-school” marketing campaigns are hitting me particularly hard this year.

The 1998 IRS Reform Act shifted the burden of proof from the taxpayer to the Internal Revenue Service (IRS) in certain situations. However, the rules will not apply if you cannot come up with the proper documentation.

Timing is everything. As a result, it is prudent for today’s small business owner to consult with insurance, legal, and tax professionals to devise a plan of action that will provide security for his or her business and family.

Without the proper legal, financial, and health care protection, you may be at risk should you become incapable of directing your own affairs.

Did you know that searching for a new job can be tax deductible? The costs of your job hunt may lessen your tax burden if you are looking for a new position in your present occupation.

As a busy executive or business owner, you are, more than likely, in a personal financial and estate planning position that may be considerably different from other individuals.

The Economic Recovery Act of 1981 provides a 14-year deferral to families of owner-executives.

At the same time that older students are choosing to acquire more education, the Internal Revenue Service has made it more difficult to get an educational deduction.

Planning for certain contingencies, such as death, disability, or retirement, is a concern that affects all business owners.

There are some issues that may be just as important as financial decisions, revolving around what types of health care measures will be taken (to alleviate suffering or prolong life).