Income Tax Planning

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 […]
August 30, 2022
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Roth Conversions: One Proactive Measure During Bear Markets

The first half of 2022 certainly tested the patience of investors. Both stock and bond […]
March 9, 2022

What Does It Mean to be Tax Diversified?

We spent much of 2021 watching the news, wringing our hands, and waiting for the […]
March 4, 2022

Speaking From Beyond the Grave: Writing a Letter of Intent

After my father died in 2011, my siblings and I each received a small payment […]
January 13, 2022
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New RMD Tables in 2022—A (Small) Tax Break from the IRS

What is an RMD? We have good news! The IRS has reduced the amount that […]