Income Tax Planning

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 […]
December 14, 2021

2022 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2021-45 (PDF) and Notice 2021-61 (PDF), which detail the tax changes, inflation and […]
September 29, 2021

Your 2021 Year-End Planning Checklist

2021 has been another year of unknowns. Among those is what income tax and estate […]
September 17, 2021

You Could Have $0 Taxable Income in 2021

You Could Have $0 Taxable Income in 2021. (And zero or reduced IRA required distributions […]
August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]