Planning Commentary

June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 20, 2018

Three Types of Help for Seniors

In my last article I wrote about choosing a continuing care retirement community and the differences among […]
May 1, 2018

Financial Planning 101

After I had been a Certified Financial Planner™ professional for about ten years, my mom asked me, […]
April 20, 2018

Chained CPI Explained and the Impact on the New Tax Act

As an update to our prior article New Law Doubles the Estate Tax Exclusion Amount but […]
April 2, 2018

There’s a New Tariff in Town (but there’s something very familiar …)

Early last month President Donald Trump announced a plan to levy tariffs of 25% on […]
February 20, 2018

A Summary of The Tax Cut and Jobs Act of 2017

The Tax Cut and Jobs Act of 2017, passed by Congress and signed by President […]
February 2, 2018

Who Gets a Tax Cut?

Scratching your head about the new tax bill? The Tax Cut and Jobs Act of […]
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 […]