Q1 2021 Newsletter

 

 

  • How a CRT can work as a “stretch IRA” substitute
  • The kiddie tax: What’s new is old again
  • Strike while interest rates are low 
  • Congratulations on your windfall! Now, for the caveats

 

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Q3 2020 Newsletter

 

 

  • What bond investors need to know about yield
  • Wait! Don't leave your job without your retirement account
  • Family businesses: Choosing the right exit strategy
  • How to estimate tax payments - and stay in the IRS's good graces

 

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Q2 2020 Newsletter 

  • What bond investors need to know about yield
  • Wait! Don't leave your job without your retirement account
  • DAFs offer a low-cost alternative to private foundations
  • Investment fraud
    • If it seems to goo to be true...

 

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Q1 2020 Newsletter 

  • Time is money
    • ​How Millennials can take advantage of it
  • New tax strategies for charitable givers
  • Should you hold your vacation home in an LLC?
  • NQDC plans offer important benefits - and some notable risks

 

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