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Action Guides



Action Guides and E-Books are written by Robert L. Sommers, a practicing San Francisco tax attorney with more than 29 years of experience. Robert Sommers has represented taxpayers in thousands of transactions, including audits, appeals and litigation against IRS and state tax authorities. Mr. Sommers specializes in income, gift and estate tax issues encountered by U.S. and foreign individuals and small companies.

E-Book

THE TAXPROPHET GUIDE FOR FOREIGN INVESTORS

U.S. Income, Gift, and Estate Tax Consequences for Non-resident Aliens Investing in the U.S.

The Tax Prophet’s Guide for Foreign Investors offers a comprehensive analysis of the common tax traps facing non-U.S. taxpayers and how to avoid them. It is a must read and an invaluable resource for these taxpayers and their advisors.

Non-U.S. taxpayers investing or doing business in the United States confront a series of complex income, gift and estate-tax rules and filing requirements. In addition, stay in the U.S. too long and you could become subject to U.S. income taxes on your world-wide income!

Price: $99.95

Click here to view of the table of contents and 5 sample pages.

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Action Guides

Action Guides provide a concise, focused, clearly-written, no-nonsense, practical approach to analyzing tax transactions and identifying the hidden issues lurking behind the surface, thereby educating the reader as to concepts and strategies involving their particular situation. Order your copy today. It will be sent to you immediately as a PDF file. Action Guides are priced at $29.95.

EMPLOYEE STOCK OPTIONS

1. Employee Stock Options - A Primer

This Action Guide is the product of the author's extensive experience in negotiating stock options as part of the compensation package paid to employees and contractors. In addition, the author represents several taxpayers who confronting huge tax bills stemming from the exercise of employee options and the subsequent crash of the stock market.

This Action Guide defines the key terms and concepts involving both incentive stock options (ISO's) and non-qualified stock options, identifies the tax-triggering events and discusses strategies to minimize the tax impact. The guide discusses the alternative minimum tax as applied to ISOs as well as sophisticated tax-planning concepts. This guide is a must read for employee or company that receives stock options as part of their compensation. Click here to view two sample pages.


WEALTH PRESERVATION AND ESTATE PLANNING

2. Wealth Preservation

This Action Guide discusses domestic asset protection and the use of legally permitted entities such as limited liability companies and trusts, to preserve assets in today's hostile litigation environment. The approaches suggested are conservative, safe, practical and legal -- a far cry from most asset-protection schemes touted on the web. This Action Guide is a must read for small business owners or investors concerned about potential litigation and their advisors. Click here to view two sample pages.


3. The Off-Shore Asset Protection Trust Industry - An Expensive and Wasteful Exercise in Wishful Thinking

This Action Guide contains a scathing critique of the dubious off-shore asset protection industry. In contrast to the concepts discussed in the Wealth Preservation Action Guide, off-shore asset protection clearly does not work. This Action Guide is a must read for anyone who has an off-shore trust or entity or is considering placing their assets off-shore. The Action Guide is also helpful to creditors and their attorneys seeking to pierce through an off-shore asset protection schemes. Click here for two sample pages.


4. Independent Contractor vs. Employee

- Avoiding the Independent Contractor vs. Employee Quagmire is a must read for small business owners. For a description, click here. Independent Contractor vs. Employee - Avoiding the Independent Contractor vs. Employee Quagmire is a must read for small business owners. For a description, click here.

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