The Best Places to Retire

As I was scrolling through social media the other day, I saw an article on the “Best Places to Retire” in 2017. I see these… Read More…

3 Ways to Boost Your Retirement Savings This Week

With just 74 days until Christmas morning (no kidding), your mind now might be more focused on spending than saving. But mid-October is actually a… Read More…

5 Personal Tax Moves to Make This Summer

Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to your personal return. Yep, summer is an equally… Read More…

5 Business Tax Moves to Make This Summer

Accountants are so fun. While everyone else is at the pool and dreaming of vacations, we’re here getting excited over mid-year tax planning.  Just six… Read More…

Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if… Read More…

The Best Tax Resolution You Can Make For Your Business

As you head back to work this week, my guess is that taxes and tax planning aren’t on your mind just yet.  Tax deadlines seem… Read More…

8 Last Minute Tax Savings Tips for 2016

The chances for tax reform next year are high, thanks to the November election of Donald Trump and the Republican sweep of Congress. For some,… Read More…

Hire Your Kid, See Tax Break

Children bless our lives with joy and meaning.  They also fill them with tax benefits. We are all well aware of the personal benefit of… Read More…

Tougher Rules for Family Partnerships

For several decades, estate planners have been utilizing family limited partnerships (FLPs) and family limited liability companies (FLLCs) as “creative” planning tools to effectively discount… Read More…