Recent Posts
New Cost Basis Rules: Pitfalls and Opportunities
Brokers must track and report cost basis to both you and the IRS Part of the changes that came with the Health Care Act of 2011 is that cost basis information...
Required Minimum Distributions from IRAs
Obligations and Opportunities After you turn 70½, the IRS requires you to withdraw some of the money in your retirement savings accounts each year. These...
Starting 2012 Right
A look at some financial changes & the opportunities they may present. This year is projected to be one of great financial change, as is 2013. So here...
Donating Company Stock: Great for holiday charitable giving
Giving appreciated stock can be a great way to support your favorite charity and reduce your tax bill. For shares you may have recently received from an...
The Super Committee’s Failure isn’t an Epic Fail
Shocker: The two parties couldn’t agree on a package of tax increases and spending cuts…. We are not a tax-cutting committee, we’re a...
Media and Presentations
2% of Americans have adequate retirement savings..
More Media and Presentations
- Good Time to Buy Mercedes or BMW
- Apple’s Profits Continue to Impress
- Roth IRA Conversion
- Facebook vs. Everyone
- Whitney’s Muni Call
- Will the “New Republican Agenda” mean tax relief for family businesses?
- Webinar: Finding Value in the Stock Market
- Medicare Open Enrollment
- Apple Delivers, but Doesn’t Thrill
- The Depressing Effect of Technology on Real Estate

