For many, fall signifies the return of all things pumpkin spice before the holiday season begins. Although not as tasty or fun, it’s also an opportune time to take advantage of tax planning strategies before we ring in 2020. Read on for some of our favorites...
Equifax Data Breach We have fielded questions from several clients regarding the Equifax data breach which relates to your personal credit file. The biggest concern lies with hackers looking to steal personal information to open bank accounts, lines of credit, and new credit cards. Our partner custodian, TD Ameritrade, has systems in place to prevent […]
When your adult-aged child is hospitalized, you might not have the legal authority to gain access to their medical records. This is especially of concern for college-age children, who, on their own for the first time, might not be totally familiar with their own personal medical history (Did I ever have the chicken pox?), the […]
“I’m about five inches from being an outstanding golfer. That’s the distance my left ear is from my right.” – Ben Crenshaw We admire those visionaries who seize a unique opportunity and work single-mindedly to realize their ambition and create exciting, valuable businesses. Often, when the numbers and timing make sense, an entrepreneur decides to […]
“Frankly, a class discrimination”. Quote from The Wall Street Journal about the newly established estate tax, 1916. One hundred years ago, as World War I raged in Europe, Congress wanted to boost U.S. revenues in case America joined the fighting, so lawmakers voted for a new tax on a person’s assets at death. This levy […]