What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument--all of these things have been roiling through the last week, as we've watched. I'm sure you felt similarly. However, life has a tendency...

I'm writing this on Monday morning, the 22nd, and many of our clients and friends are getting ready for a week of family and merriment with a dash of stress thrown in. Perhaps especially this year, it's clear that while Christmas is a time of joy for many, it can also...

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind -- TAX season. Sure, we've certainly been pausing to meditate on the beauty of the Christmas season, but it just so happens to...

December is officially with us. It's cold and time is running out. By that I mean that we are ONE MONTH away from year end. That's one month away from doing anything positive to affect your tax burden (with the exception of IRA contributions and a few other various...

Activity is relatively slow around here this week, and it always puts me in a meditative mood. Thanksgiving is nice because it's not quite yet the "calm before the storm" which the December holidays represent (right before tax season, as they are). This is a week when...

I don't normally delve into politics in these newsletters, but after the midterm election results I have received some questions about what I thought may be changing in our U.S. tax policy moving forward.  Here's what I think may be changing: ... Yes, you read that...

Last week, I wrote to you that we would be giving some attention to "tax planning". If you're not entirely familiar with the term, it's the process by which you make moves NOW (before year-end) that can pay off in significant savings by the time we actually fill out...

First, I'd like to put out a little mini-fire that's been raging on the interwebs a little: No -- Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what's *actually* happened that it takes on a level of "truthiness"...

I've recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents. The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with...