ARTICLES

Make time to revisit retirement plans

July 28, 2017
Summer brings many things — baseball, outdoor barbeques, Fourth of July festivities, vacations and time to spend with family and friends. Read More

Marginal tax rate reduction could impact charitable giving

June 16, 2017
The chatter on tax reform continues. Read More

Crossing borders presents tax issues for employers, employees

March 10, 2017
The border topic is getting a lot of attention these days. Read More

Results of possible tax reform hard to predict

January 27, 2017
My mind has been on cable news overload in recent weeks given the election, transition, inauguration and confirmation process. Read More

Retirees will see miniscule increase in Social Security benefits

November 4, 2016
Recently, the Social Security Administration announced the cost of living adjustments for 2017 benefits will be a mere 0.3 percent for retirees in 2017 over the benefits received in 2016. Read More

Young people face immense financial challenges

August 26, 2016
August is the month when back-to-school sales seem to be everywhere and when the excitement of returning to school intensifies. Read More

Some giving strategies can be a tax gift to yourself

June 24, 2016
I have had the privilege and honor of serving on nonprofit boards and working with clients that supported many tax-exempt and charitable organizations. Read More

Proposed documentation rules for related-party debt transactions

May 13, 2016
Having the appropriate documentation is often the key to being entitled to certain deductions or tax credits. Read More

The United States is losing the battle in tax competiveness

April 8, 2016
Tax day will be upon us within days. This year it is April 18, due to a government holiday in Washington, D.C. Read More

Tax footnote of financial statements reveal important information

March 4, 2016
The last week of February, a news report said Pfizer reportedly would save $35 billion in taxes by virtue of its announced plans to merge with Allergan. Read More