November 11, 2021 Hello, Prior to getting into the holiday season, we wanted to reach out with some thoughts about tax planning that may...

January 14, 2021 Tax law changes frequently and 2020 brought some unique changes, most of which are short term changes specific to 2020. ...

HOLISTIC FINANCIAL PLANNING December 10, 2020 There has always been an interplay between attorneys, CPA and other advisors, but because...

2019 year end tax planning strategies

My short primer on estate planning is that it offers one of the most substantial ways that you can define how our laws, in particular...

Many people are asking how this new tax bill will affect them and their finances. In this email I’ll try to give you a synopsis of the...