SECURE Act Likely To Become Law: How it affects your retirement.

After months of sitting in the Senate, the SECURE Act, which we warned back in June could end “stretch IRAs” and potentially end profit-sharing plans…

This New Financial Scam Could Land You In Hot Water

We often think of it as “an old person problem”, but being duped by a money scam can happen to anyone. And, in some cases,…

Moving From a High-Tax State To a Low-Tax State

If you’re planning on moving from a high-tax state to a low-tax state, you’re not alone. Data on interstate migration shows Americans are moving away…

How To Save For Retirement AND Grow Your Business

Let me cut right to the chase: Selling a business is not a retirement plan. Yet, too often, it’s the only plan business owners seem…

How To Spend 529 College Funds

In about a month, our kids will head back to school. For some parents, that means new lunchboxes and character backpacks. For the more seasoned…

Is This The End of Stretch IRAs and Profit Sharing Plans? Understanding the SECURE Act.

In a landslide vote late last month, the House of Representatives voted to approve the SECURE (Setting Every Community Up for Retirement Enhancement) Act.  If…

What Your Tax Return Is Secretly Telling You

Tax season officially ended on April 15th. Celebrate we did, and the office is admittedly quiet this week and last as our team regroups and…

Income Taxation of Out-Of-State Trusts

The U.S. Supreme Court will soon hear the case of North Carolina Department of Revenue v. the Kimberley Rice Kaestner 1992 Family Trust. The question…

Live and Work Abroad Using Federal Tax Savings – FEIE

If you’ve ever desired to live and work abroad, federal tax savings could help you do it. Welcome to the digital age, where fast internet…

More Generous Tax Break for Medical Expenses

Detailing the changes in tax law made by the Tax Cuts and Jobs Act is one thing, but now that tax season is in full…