Planning Commentary
June 1, 2024
I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
January 26, 2024
UPDATED JANUARY 2, 2025: In light of a recent federal court order, reporting companies are […]
December 6, 2023
Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
November 28, 2023
The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
November 10, 2023
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
October 30, 2023
As we find ourselves searching the “Weather” app for signs of cooler days ahead, we […]
July 31, 2023
I have accepted the fact that our driveway currently looks like a used car lot. […]
Simple Solutions to Reduce Your Estate Tax