Planning Commentary

June 30, 2020
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The CARES Act and 2020 Required Minimum Distributions

ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]
June 18, 2020

In Every Challenge There Lies an Opportunity: 2020 Mid-Year Planning

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
April 6, 2020

COVID-19 Tax Update: Deadlines Extended and More

In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
February 14, 2020

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]
February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 10, 2020

IRA Required Minimum Distributions: The Basics for 2020

This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
February 7, 2020

It’s Almost Time to Clear the Clutter

This summer my husband and I drove 700 miles with our two dogs to my […]
November 25, 2019

Your 2019 Year-End Planning Checklist

Before the rush of Thanksgiving and December holidays arrive, we would like to provide you […]