The Blog

There is a bit of a flood of recent tax-related news that I’d normally dispense with in the opening remarks of my Note here … but it’s weighty enough (and possibly could affect you), that I wanted to take a little more time for explanation of each. But maybe the bigger news is this: NFL football is back on the … Read More

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of different attitudes, circumstances and means. It makes for … Read More

Meeting with clients for mid-year planning sessions the past few weeks has been wonderful. No — really! And yes, I know, I should get out more. The reason we enjoy doing this (especially this time of year), is seeing that look on our clients’ faces when we identify tweaks and quick moves which can bring a significant ROI on their … Read More

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation’s founding. (Speaking of blessings — did you see that video over the weekend of the surfer … Read More

I have an action item for you in a moment, but before I get there, allow me to explain… You see, one of the projects toward which I devote my time during the summer, is expanding my financial intelligence. I’m not just referring to learning more technical moves, or adding more letters after my name. Instead, I want to learn … Read More

As we just celebrated our Independence Day, I think it’s worth considering *financial* independence. But we should pause first in gratitude to Will Smith and Jeff Goldblum who, along with our armed forces, back in 1996 successfully repelled an alien invasion that was bent on wiping our very existence off of this earth. Or perhaps, in the real world, we … Read More

We’ve seen many parents in our offices these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially prepared. (We certainly wouldn’t want our children and their eventual families to end in … Read More

The events in Charleston last week have left all of us — once again — searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family members of the victims might, perhaps, show all of us a … Read More

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel — while not exactly a “joy”, does also provide us with great satisfaction because we know that we get … Read More

First off (and this doesn’t necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th — so don’t get behind! Secondly, the summer is a perfect time to assess your financial picture … Read More