Planning Commentary
February 20, 2018
The Tax Cut and Jobs Act of 2017, passed by Congress and signed by President […]
February 2, 2018
January 10, 2018
In my 25 years as a CPA, I rarely advised a client to claim the […]
January 5, 2018
Updated April 2018: March 2018, the IRS published the final lifetime exemption and Generation Skipping Transfer […]
January 1, 2018
Several years ago, we wrote an article about the Kiddie Tax. The recent Tax Cuts and […]
December 15, 2017
Many of our clients have accumulated substantial wealth in their lives. Often that wealth can […]
October 15, 2017
I recently came across upon a beneficiary designation form for an old life insurance policy […]
August 15, 2017
I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]
There’s a New Tariff in Town (but there’s something very familiar …)