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January 2024

They Zig, We Zag

People who are worried about the 10 year rule, requiring beneficiaries of inherited IRAs to withdraw the entire balance within 10 years, can double that time with a CRT beneficiary […]

Tax Planning Often Has Bonus Benefits

Have you worked toward losing weight in the past because you want to look more attractive, or fit into an expensive wardrobe you already own? When you lose weight you […]

Tax Planning and Estate Planning Are a Lot Alike, and Ignored By Most!

People try, but “adulting” is hard!  Kids, pets, job, relatives, friends, bills, medical problems, car problems, work problems all in the last day, so when I have time I will […]

Tax Season Is Here Again! Choose Apples or Oranges.

There are many ways a tax return can be done that are all OK with the IRS, but only one of those ways nets the largest refund! People need to […]

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