Income Tax Planning

December 6, 2023

An Executive’s Guide to Non-Qualified Deferred Compensation Plans

Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
November 28, 2023

2024 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
November 10, 2023

Thoughtful Intergenerational Conversations May Yield Fruit for Your Family

Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
October 30, 2023

Your 2023 Year-End Planning Checklist

As we find ourselves searching the “Weather” app for signs of cooler days ahead, we […]
March 22, 2023

SECURE Act 2.0—A Boost for Retirement Savers

In late 2022, before closing shop for the holidays, Congress passed the SECURE Act 2.0. […]
December 29, 2022

Hand-Me-Downs and Split-Interest Gifts

Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
October 24, 2022

2023 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2022-38 (PDF) and Notice 2022-55 (PDF), which detail the tax changes, inflation and […]
September 26, 2022

Your 2022 Year-End Planning Checklist

Fall is Here—Time to Get Your Financial House in Order Just as “Spring Cleaning” means […]
September 12, 2022

Choosing Between a Donor-Advised Fund and a Private Foundation

Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]