IRS Shuts Door on SALT Creative Workarounds The IRS said no to some of the creative workarounds for the new…
Read More
Why We Watch Your RMDs
What Are Required Minimum Distributions? Some clients are surprised when they learn that the IRS forces them to take “required…
Read More
Gift and Estate Taxes After Reform
Gifting Maximums Increased Many of our clients had been gifting (or receiving) the maximum $14,000 annual tax-free amount for years….
Read More
Should you buy an extended warranty?
Is an extended warranty worth the cost? When you’ve purchased an electronic device, major appliance, or vehicle, chances are you’ve…
Read More
Buying Time Increases Happiness
Time versus money Time is one of our most valuable resources, and sometimes money is the tool that allows us…
Read More
