The House and the Senate have passed their versions of a tax reform bill and there are many similarities, including…
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A Primer on Charitable Giving
Charitable giving can play an important role in many estate plans, although this may change with upcoming tax law changes….
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Fall 2017 Wine & Finance: Healthcare Options in Retirement
At our recent Wine & Finance event in the New York office, we explored “Healthcare Options in Retirement” with Audrey…
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The Trouble With Averages
The US stock market has delivered an average annual return of about 10% since 1926. But short-term results don’t tell…
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Self-Employed: Tax Issues
Being self-employed has many advantages beyond being your own boss. But it also comes with challenges, especially how to handle…
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