5 - Aug 2020 My Favorite Tax Savings Structures, Part One Posted by M. Andrew Shaul Almost everyone wants to save money on their federal taxes, but that is difficult to achieve, and there are no silver bullets. Our tax READ MORE
18 - Jun 2020 Will the SECURE Act Change Your Retirement Planning? Posted by Rob Dingler, CPA, PFS We prepared this letter about a new law affecting retirement planning, called the SECURE Act, to go out in the first quarter of 2020. READ MORE
12 - Nov 2019 It’s That Time of Year: Why You Should Make Charitable Gifts Through a Donor Advised Fund Posted by Rob Dingler, CPA, PFS You don’t have to visit your local retail store to see that the holiday season is coming. You’ve probably already begun getting both online READ MORE