In the News: The Guardian

In the News: The Guardian

Harvey was quoted in an article written by Oliver Bullough (a genius reporter) on today’s most sophisticated asset preservation and protection strategy as follows: “The smart people want privacy,” explained Harvey Bezozi, a Florida financial adviser and tax expert who blogs under the name Your Financial Wizard. “South Dakota offers the best privacy and asset Read more about In the News: The Guardian[…]

Enduring Generational Wealth - Dynasty Trusts & How the TCJA Enhanced Them

Enduring Generational Wealth – Dynasty Trusts & How the TCJA Enhanced Them

For anyone seeking to preserve family wealth, developing a strategy to minimize estate transfer taxes is critical. Without a well-crafted mechanism to pass assets down to children, grandchildren, and future heirs, recurrent taxation can erode the value of an estate with each successive generation. By protecting your wealth from repeated exposure to transfer taxes—as well Read more about Enduring Generational Wealth – Dynasty Trusts & How the TCJA Enhanced Them[…]

In the News: Tax Pro Today

In the News: Tax Pro Today

Harvey has a unique “niche” tax practice. He only handles extremely large and complicated IRS problem cases, many for very famous celebrities and other well-known people, and almost all of his tax cases come from attorney insiders (music business; lobbyists; medical elite; mergers & acquisitions counsel) and informed CPAs. Even the most experienced tax resolution Read more about In the News: Tax Pro Today[…]

Podcast: Enterprise Podcast Network

Podcast: Enterprise Podcast Network

Harvey Bezozi is a tax guru specializing in complicated tax cases for famous people including music, film, and television celebrities, athletes, news anchors, prolific authors, top surgeons, hedge fund managers, politicians, judges, silicon valley billionaires, ultra-wealthy families, huge taxable estates, inventors, real estate investors, attorneys, industrialists, green energy innovators, and others. He is interviewed here Read more about Podcast: Enterprise Podcast Network[…]

Reasonable Collection Potential and the IRS Offer in Compromise

Reasonable Collection Potential and the IRS Offer in Compromise

In a recent, highly publicized case, the IRS rejected a tax settlement proposal known as an Offer in Compromise (OIC) from actor Wesley Snipes. Snipes sought to pay less than 5% of his massive tax debt of around $25 million. The IRS agents handling the case (called Revenue Officers, or “ROs”) flatly denied the proposal, Read more about Reasonable Collection Potential and the IRS Offer in Compromise[…]

The Vacation Home LLC and Why It Is Used

The Vacation Home LLC and Why It Is Used

While many families enjoy owning vacation homes and using these properties for getaways and gatherings, a vacation home is a unique type of asset that requires careful planning regarding its ownership structure. The type of ownership format chosen will affect a wide range of legal, financial, and procedural factors including asset and creditor protection, property Read more about The Vacation Home LLC and Why It Is Used[…]