Dear Clients: As 2023 comes to a close, it’s a wonderful time for us to consider some possible strategies that might help lower our...

Dear Clients: As the year draws to a close, it’s important that we think about a few year-end strategies that might help lower your...

Due to the coronavirus pandemic and the enactment of legislation to offset the economic burden wrought by COVID-19, as well as...

Originally Published 2019-11-05 Dear Colleagues: With the end of 2019 fast approaching, let’s consider a few last minute strategies that...

Originally Published 2019-08-25 Late summer is a wonderful time to start talking about some tax planning strategies. Some of these...

Originally Published 2017-12-28 On December 22, the President signed into law the Tax Cuts and Jobs Act of 2017 (TCJA). The 503-page...

Originally Published 2017-12-28 On December 22, the President signed into law the Tax Cuts and Jobs Act of 2017 (TCJA). TCJA is the...

Originally Published 2016-09-01 With the upcoming Presidential election, it’s been fairly quiet with respect to new tax legislation. ...

Originally Published 2015-07-12 U.S. lawmakers approved $1.8 trillion worth of federal spending and tax breaks on Friday, December 18th. ...

Originally Published 2015-07-12 Over the past 30 years, marital estate planning has evolved. Probably the most significant provision...

Originally Published 2015-01-02 On December 16, 2014, the Senate passed the “Tax Increase Prevention Act of 2014”, H.R. 5771. The...

Originally Published 2014-07-03 Up to this point, 2014 has been a pretty quiet year for tax reform, however, it has been big year for...

Originally Published 2013-09-16 As you all know by now, the US Supreme Court upheld a key provision of the federal health care reform...

Originally Published 2013-02-10 On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012. This act increases...