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Detective or Accountant?: The Wizard Busts a Coin-Op Fraudster

Detective or Accountant?: The Wizard Busts a Coin-Op Fraudster

  • September 11, 2015
  • David Hawkes
  • Blog, Family Business, Law, Tax
  • 0 Comments

                                 CASE NUMBER 18—A SAD FAMILY BUSINESS SITUATION Family businesses are not always successful. They are not always passed down to the next generation. In…

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Real Estate Tax: When Filling Up A Hole Is Tax Deductible

Real Estate Tax: When Filling Up A Hole Is Tax Deductible

  • August 10, 2015
  • David Hawkes
  • Blog, Family Business, Tax
  • 2 Comments

Download this article as a Free PDF CASE NUMBER 16, THE WALKER FAMILY: USE OF A LITTLE KNOWN TAX CASE TO HELP A FAMILY BUSINESS WITH AN UNUSUAL REAL ESTATE TAX PROBLEM Bill Walker was a frequent visitor to 100 Middle…

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What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup?

What’s Sweeter: Saving $100,000 in Taxes, or Maple Syrup?

  • August 4, 2015
  • David Hawkes
  • Blog, Family Business, Featured Post, FeaturedPost, Tax
  • 0 Comments

Download this article as a Free PDF CASE NUMBER 15, THE LAMBERT FAMILY:   USE OF A CAPTIVE INSURANCE COMPANY FOR RISK MANAGEMENT AND ECONOMIC BENEFIT Pierre Lambert, III is a third generation maple sugar farmer.  His family “farm” consists of 1,400…

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Law Firm Sales and Compensation Incentives – A Case Study

Law Firm Sales and Compensation Incentives – A Case Study

  • July 6, 2015
  • David Hawkes
  • Blog, Family Business, Law, Tax
  • 0 Comments

Family Business: Case #7, Chapter 3 - The Hurst and Howard Family Law Firm Read Chapter 1 - Sales Techniques for a Family Owned Law Firm | Read Chapter 2 - Marketing Techniques for a Family Owned Law Firm David…

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Family Business: Attention to Detail

Family Business: Attention to Detail

  • October 16, 2014
  • David Hawkes
  • Blog, Family Business, Tax
  • 0 Comments

THE WILSON FAMILY Using the Wrong Terminology in a Purchase And Sale Agreement Can Have Disastrous Results In the early 1960s, two friends, Al Wilson and Bob Babbit, decided to invest in commercial real estate in Portland, Maine. They believed…

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Family Business Compensation: The Benefits of Good Planning

Family Business Compensation: The Benefits of Good Planning

  • August 31, 2014
  • David Hawkes
  • Blog, Tax
  • 1 Comment

FAMILY BUSINESS: OPPORTUNITIES AND PROBLEMS The Hill Family This case illustrates the benefits of good planning (the family compensation plan and divisive reorganization); What can happen if advice is not taken (using voting stock for a family gift program rather…

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*NOTICE – The stories on this website are mostly based upon real situations, but names and places have been changed for privacy.

This website and the stories and techniques described herein are not meant to provide tax, legal or consulting advice. Any reader should consult their professional advisors for assistance with their own particular situations. In some circumstances, The Wizard may be available to help if contacted or to provide a reference to a qualified advisor.