Planning Commentary

January 10, 2018

Tax Deduction “Bunching” – The Tax Cuts and Jobs Act of 2017

In my 25 years as a CPA, I rarely advised a client to claim the […]
January 5, 2018

New Law Doubles the Estate Tax Exclusion Amount but Only Through 2025

Updated April 2018: March 2018, the IRS published the final lifetime exemption and Generation Skipping Transfer […]
January 1, 2018

Kiddie Tax Update

Several years ago, we wrote an article about the Kiddie Tax. The recent Tax Cuts and […]
December 15, 2017

Putting All of Your Eggs in One Basket: Concentrated Positions

Many of our clients have accumulated substantial wealth in their lives. Often that wealth can […]
October 15, 2017

Estate Planning 101

I recently came across upon a beneficiary designation form for an old life insurance policy […]
August 15, 2017

Eighteen-Year-Olds Are Adults

I’ve never considered myself a helicopter mom. However, I have always considered myself part of […]
July 15, 2017

Should I Buy Long-Term Care Insurance?

The Short Answer: Bear the risks you can afford; insure those you can’t. At Bragg […]
June 15, 2017

Estate Planning Update: Portability Filing Relief

The modern federal estate tax, sometimes called the “death tax,” was enacted in 1916. Since […]
May 15, 2017

Choosing a Retirement Community: Navigating the Choices

We’ve all heard it: “Be sure to move while you can still walk in.” That […]