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December 27, 2023

Election Predictions

Ready or not, 2024 is right around the corner. A myriad of events await us […]
November 28, 2023

2024 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
November 10, 2023

Thoughtful Intergenerational Conversations May Yield Fruit for Your Family

Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
October 30, 2023

Your 2023 Year-End Planning Checklist

As we find ourselves searching the “Weather” app for signs of cooler days ahead, we […]
July 31, 2023

Understanding Business Valuation: A Guide for Business Owners

I have accepted the fact that our driveway currently looks like a used car lot. […]
July 25, 2023

Money Matters After the Wedding

In May, I had the honor of officiating the marriage of my oldest son. As […]