Planning Commentary

March 21, 2024

Four Steps to Secure Your Digital Legacy

“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
January 26, 2024

Shedding Light on the Corporate Transparency Act

This year ushers in a new set of reporting requirements for closely held corporations, limited […]
December 6, 2023

An Executive’s Guide to Non-Qualified Deferred Compensation Plans

Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
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 […]
July 17, 2023

Fair But Not Equal: Addressing Unequal Inheritance for Heirs

Growing up the youngest of three siblings, I had many opportunities to develop an early […]