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February 28, 2019

Estate Planning Isn’t Just for the Super-Wealthy

Commonly we find that individuals believe that estate planning is only for the super-wealthy—that they […]
February 1, 2019

Tax Reform & CCRC Medical Deductions

Many U.S. taxpayers are familiar with the medical expense tax deduction. Far fewer taxpayers realize […]
June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]