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2018 Tax Updates — How the Tax Cuts and Jobs Act will affect the taxation of businesses and individuals.

Wednesday, Jan 17, 2018

2018 Tax Updates — How the Tax Cuts and Jobs Act will affect the taxation of businesses and individuals.

As you likely know, there have been some recent changes to our tax laws based on the December 20 passage of H.R.1... Read more »

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Completing Action Items Ensures an Effective, Efficient Process for Estate Planning

Wednesday, Oct 14, 2015

Completing Action Items Ensures an Effective, Efficient Process for Estate Planning

I recently met with the daughter of one of my estate planning clients. The last time we spoke was more than three... Read more »

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Planning Lessons from the Real Estate Industry

Monday, Feb 2, 2015

Planning Lessons from the Real Estate Industry

I work with real estate developers, investors, and Realtors on nearly a daily basis, and I am always impressed by the transformation... Read more »

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