Property: Like-Kind Exchanges vs. QOF Investments

Published on October 28, 2021

If you find yourself choosing between disposing of property in a tax-free like-kind exchange (LKE)…

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Anticipating Life Events

Published on February 27, 2020

Proactive Tax Planning to Protect and Preserve Assets and Income Life events can be coupled…

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Maximize After-Tax Income With Planning, Preparation, and Problem Resolution

Published on January 30, 2020

Maximize. That is not a word often associated with tax matters, but the point is…

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Personal Financial Planning: Creating Real Positive Change – This Year!

Published on January 23, 2020

  Budgeting and financial planning creates powerful change in the lives of those who choose…

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Tax Planning: Retirement Plan Changes Impacted By New Law

Published on January 9, 2020

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement…

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Strategic Planning: The “Five Easy Steps” That Aren’t So Easy

Published on December 13, 2019

A Google search for “creating a strategic plan” generates more than 202,000,000 responses – in…

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The Value of Planning – The Series Begins

Published on December 3, 2019

The Start of a Series on Planning to Help You Create a Better Financial Experience…

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Protecting and Preserving Family Wealth

Protecting and Preserving Family Wealth: Financial Controls and Education

Published on July 30, 2019

Right now, Baby Boomers are retiring at a rate of 10,000 per day, increasing to…

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Great Wealth Transfer

The $68 Trillion “Great Wealth Transfer”

Published on June 18, 2019

The biggest generational wealth transfer ever is about to occur as the baby boomers pass…

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Time to Revisit Traditional IRA vs Roth IRA

Time to Revisit Traditional IRA vs Roth IRA

Published on May 17, 2018

Now that we have a new tax law, it is a good time to consider…

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