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Minimize both your current and future tax liabilities.

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 in front of inheritors. What if you really have a big IRA and the 10 year rule just isn’t enough of a stretch to help […]
Happy Thanksgiving!
From our family to yours, have a safe and happy holiday weekend!
Income Taxes Surprising People is Surprising! Empower Yourself!
Most people feel like their taxes are a sleeping giant. They tiptoe around them as if staying away from the topic will keep it from waking up. Then at tax time when the giant awakens, they often act as if the final tax refund or bill is a surprise. Many working people try to change […]