It’s helpful to have a financial target at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So, that’s what I’m here to provide today. For those of my… Read More


We love what we do. I’m not sure if it’s always obvious, but perhaps you can take a cue from the fact that I take the time to send you these sorts of emails on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our clients.… Read More


How is your summer rolling along for you? I’d love it if you sent us an update on what you have been doing … even if it’s just a personal update. We take great joy in knowing that our work is being done on behalf of some pretty incredible individuals and families, and getting a… Read More


If you pay close attention to the news media (which I don’t advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of respondents felt that we could… Read More


It’s been a great pleasure to reconnect with some clients this past week, as we have had the opportunity to conspire together about building their financial fortress, with the “new” tax law in mind. There are still plenty of provisions within these new tax regulations for which the IRS has not yet issued clear guidance,… Read More


… that’s what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 — that’s $1.1 TRILLION — and still, the government ran a $532.2 BILLION deficit those same months. So perhaps they… Read More


For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball.… Read More


Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction… Read More


It seems like crooks these days keep finding new ways to trick people into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world who are paying attention (because let’s be honest — many of our colleagues are still on vacation), we got… Read More


Well, our primary work for this tax season has just about wrapped up. But notice I said “primary”, there … you see, unlike some tax professionals, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment. Yes, today… Read More