Over 70 ½ And Charitably Inclined?

Are you 70 ½ and taking Required Minimum Distributions (RMDs)?  If so and if you are charitably inclined-whether to your church, synagogue or favorite non-profit-you should read on. Tax season…

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GDP Growth & Tax Cuts

With President-Elect Donald Trump putting together his team, much talk is centered around the 282 campaign promises Trump made on the campaign trail.  Many of them centered on growing the…

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A Reminder On IRA Rollovers

I’ve written about this before but I’m still getting many questions from clients, so let’s tackle this issue again about the IRS change on IRA Rollovers. In the old days…

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Are You Clueless?

I know…I know…it’s a holiday weekend.  I decided to really be a bum and close our offices today (Friday) to make it a four day weekend.  If you’ve shut down…

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Odds & Ends

Who Are the Job Creators? For years I have been hearing so many politicians talk about how small businesses were the engine creating most new jobs in this country. They…

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Odds and Ends

DEADLINE. If you converted a traditional IRA to a Roth in 2012 and have changed your mind, you have until October 15 to reverse the conversion. Recharacterizing will wipe away…

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