Newsletter Archive

In our prior newsletter, I discussed the SBA Paycheck Protection Program which is designed to [...]

The past week has brought more changes to our tax law and business environment and my goal is [...]

On Wednesday March 18, the IRS issued much anticipated relief in response to President Trump’s [...]

With today’s growing complexity of tax rules, two long-standing issues receiving more IRS and [...]

Patient investors generally have prospered over the long term. Nevertheless, there are many [...]

Under the new, as well as prior, tax law, taxpayers can either take a standard deduction or [...]

The good news is that the TCJA of 2017 lowered corporate tax rates from a graduated schedule [...]

A beneficial new provision of The Tax Cuts and Jobs Act (TCJA) is a new tax code section [...]

As many people are all too aware, some states and localities impose higher income and property [...]

As a follow up to our newsletter distributed last week, we wanted to provide more information [...]

With today’s growing complexity of tax rules, two long-standing issues receiving more IRS [...]

Some people do all of their investing in an employer-sponsored retirement plan where earnings [...]

The Tax Cuts and Jobs Act, H.R. 1, agreed to by a congressional conference committee on Friday [...]

President Trump urged far-reaching changes to the Internal Revenue Code. Full details of this [...]

Studies indicate that savvy asset allocation may lead to long-term investment success. [...]

Virtually any investment can go into an IRA, other then life insurance and collectibles. In [...]

Beyond age 70 1/2, you generally must withdraw at least a certain amount from your retirement [...]

Donald Trump’s election victory, along with Republican congressional control, foreshadows [...]