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)…

Anticipating Life Events

Published on February 27, 2020

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

Published on January 30, 2020

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

Published on January 23, 2020

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

Published on January 9, 2020

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

Published on December 13, 2019

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

Published on December 3, 2019

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

Published on July 30, 2019

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

Published on June 18, 2019

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

Published on May 17, 2018

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