Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
The 2013 Medicare Surtax: What You Need to Know
The American Taxpayer Relief Act of 2012 and the Patient Protection and Affordable Care Act
Musings From The CEO (Summer 2013)
Late last year many of our clients were scurrying around to do some last minute
The Life Insurance Question
As Estate Planners, we often get asked about life insurance. Do I need it? How
Musings from the CEO (Spring 2013)
Estate Planning has evolved significantly over the last several years. In recent months, we have
The New Tax Law: Does Your Estate Plan Need to be Updated?
Congress passed the American Taxpayer Relief Act of 2012 (the 2012 Tax Act) in the
What the New Tax Law Means to You
As you probably know, Congress avoided the so-called fiscal cliff by passing – at the
Fiscal Cliff Avoidance Legislation
Pulling back from the “fiscal cliff” at the 13th hour, Congress on Tuesday preserved most
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
