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Taxing Decisions…Relocating to Another State

Taxing Decisions…Relocating to Another State

July 6, 2021
Nine states have no income tax, which can be a benefit, especially for retirees who won’t pay state income...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Implications of Giving a Gift vs a Loan to Family

What Are the Implications of Giving a Gift Versus a Loan to Family?

June 30, 2021
Q: What is the difference between a gift vs an intrafamily loan? A:  When money is transferred with...
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Inflation View – The Big Worry

Inflation View – The Big Worry

June 7, 2021
In my 40+ years of investment experience, I have seen days of very high inflation (late 1970s – early...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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When to Consider a Roth IRA Conversion, Business Owner

When to Consider a Roth IRA Conversion

February 2, 2021
Sometimes life events, such as launching a new business, can mean a temporary reduction in household income. During times...
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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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Estate and Gift Tax Quick Facts, Tax Strategies

Estate and Gift Tax Quick Facts

January 2, 2021
As you think about estate planning, keep in mind that you can give a certain amount in tax-free gifts...
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Five Common Tax Questions, Wealth Planning

5 Common Tax Questions

January 1, 2021
Q: Does it make sense for me to itemize deductions on my taxes? A: It depends. If your...
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Your Questions Answered Backdoor Roth IRA Conversion

Your Questions, Answered: Backdoor Roth IRA Conversion

December 17, 2020
On this week’s episode of Your Questions, Answered  Meredith Rice  and  Brian Leitner  discuss Roth IRA planning, and answer...
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Wealth Management Beyond the Balance Sheet, Article

360° Wealth Management: Getting Beyond the Balance Sheet

May 26, 2020
When you seek the help of a wealth advisor, you may go into it with a broad goal of...
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Your Life, Simplified Podcast Episode: Tax Rewind: A Synopsis of the Recent Changes

Tax Rewind: A Synopsis of the Recent Changes (36:52)

April 23, 2020
SECURE Act, CARES Act, Small Business Loans and Paycheck Protection Program. There have certainly been many changes to the...
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