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• Tax Planning Often Has Bonus Benefits December 31, 2024
  Have you worked toward losing weight in the past because you want to look more attractive, or fit into an expensive wardrobe you already own? When you lose weight you often also lower your blood pressure and/or cholesterol as a bonus. It might not be the primary motivation, but the extra benefit is of course […]
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• Happy Holidays! December 23, 2024
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• Tax Planning and Estate Planning Are a Lot Alike, and Ignored By Most! December 18, 2024
  People try, but “adulting” is hard!  Kids, pets, job, relatives, friends, bills, medical problems, car problems, work problems all in the last day, so when I have time I will start tax planning.  Same as….so when I have time I will start estate planning, it’s just so far down on most peoples’ day to day […]
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• Your Tax Planning Christmas Letter (replace Santa with the IRS) December 11, 2024
  Dear Santa, I feel like you put me on the naughty list every year. When I file my tax return you impose taxes on me that I don’t want to pay. It feels like tons of coal are being unfairly put into my very little stockings. I try to be a good person all year, […]
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• They Zig, We Zag December 4, 2024
  People who are worried about the 10 year rule, requiring beneficiaries of inherited IRAs to withdraw the entire balance within 10 years, can double that time with a CRT beneficiary in front of inheritors. What if you really have a big IRA and the 10 year rule just isn’t enough of a stretch to help […]
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• Happy Thanksgiving! November 26, 2024
  From our family to yours, have a safe and happy holiday weekend!
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