Tax Law

April 18, 2023

Overfunded 529 Plan?

Do you find yourself with more money in a 529 plan than your plan beneficiary […]
July 29, 2022

Estate Planning Update: Portability Filing Relief

Originally Published June 2017, Updated July 2022 The original version of this article described the […]
July 8, 2022

Inherited IRAs: Update to the Ten-year Window for Non-Spouses

The SECURE Act of 2019 eliminated the stretch provisions of the inherited IRA for most […]
January 18, 2022

Adventures in Business Ownership

I have always loved a good adventure! A challenge involving a little risk and an […]
September 28, 2021

Pay It Forward: A Primer on Intra-family Loans

In 1946, my grandparents, both children of Swedish immigrants, borrowed money from their parents and […]
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. […]
June 18, 2020

Planning in a Low Interest Rate Environment

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]