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July 8, 2022

Inherited IRAs: Update to the Ten-year Window for Non-Spouses

The SECURE Act of 2019 eliminated the stretch provisions of the inherited IRA for most […]
September 17, 2021

You Could Have $0 Taxable Income in 2021

You Could Have $0 Taxable Income in 2021. (And zero or reduced IRA required distributions […]
August 30, 2021

Charitable Giving Legislation Update

We noted in a 2016 charitable giving article that Americans gave more to charity the […]
August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
July 10, 2021

Do I Need a Revocable Trust?

Many years ago, my husband and I drafted our estate documents after our first child […]
June 30, 2021

Lake Wylie–Coming Together: 2nd Quarter 2021 Commentary

Lake Wylie–Coming Together Our company recently gathered for an off-site retreat out at Lake Wylie. […]
June 30, 2021

2nd Quarter 2021: Market and Economy

Market and Economy Summer is here and Americans are once again hitting the road. COVID-19 […]