Planning Commentary
November 21, 2019
Keeping up with changing times and technology is not easy. Every time you turn around […]
November 6, 2019
During my childhood, family vacations were a time when we loaded up the station wagon […]
November 1, 2019
In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]
August 27, 2019
On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
August 14, 2019
Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
July 15, 2019
“Um, Dad? Hi. I was driving to work and someone hit me ….” “Yes, I’m […]
June 28, 2019
September 2022 Update: The FAFSA Simplification Act—passed in December 2020 and scheduled to be rolled […]
June 28, 2019
September 2022 Update: The FAFSA Simplification Act—passed in December 2020 and scheduled to be rolled […]
Your 2019 Year-End Planning Checklist