ARTICLES

Tax reform offers savings opportunities for businesses

March 16, 2018
We live in an age of instant news and information. The availability of 24-hour cable news, social media, the internet, in addition to traditional information sources, has allowed more access to information than at any other time in history. Read More

Estate planning: better done sooner rather than later

February 9, 2018
The new year is off and running at full speed. I often comment about taxes in some fashion. This month, I am going to take a break from being in the weeds on taxes and spend some time on a topic that probably has application to many, if not all of us. Read More

New year provides opportunity to review finances

January 12, 2018
The new year has dawned upon us. The past year is a memory, and the new year offers new and exciting opportunities. Many see a new year as an opportunity to make new resolutions. In some situations, this allows one to reevaluate past personal financial decisions and to make any appropriate changes for the upcoming year. This new year is no different. Read More

Tax reform proposals could impact year-end decisions

November 10, 2017
As the calendar year draws to a close, many of us consider what actions and decisions we should be considering with respect to our financial affairs. Read More

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