ARTICLES

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

For some, new legislation offers a PATH to lower taxes

January 29, 2016
Washington has adopted a tradition in recent years of allowing certain tax provisions to expire and then renewing them for a short period. Read More

Meaningful financial resolutions for a bountiful year ahead

December 25, 2015
With the New Year fast approaching, we tend to resolve to do things differently in the coming year. Some of the resolutions are impacted by items or events in our lives. Such resolutions need to be reasonable and attainable. Read More

’Tis the season for tax-planning opportunities and decisions

November 20, 2015
The presidential candidate debates have been running on the cable business news channels, covering tax and economic policy views of the candidates. Read More

A time of uncertainty, including renewal of expiring tax provisions

October 16, 2015
This is the time of year when Washington considers last-minute tax legislation. Read More

Reflections on the status of social security retirement benefits

September 11, 2015
The recent weeks brought some rollercoaster results with respect to the equity markets. Read More