Income tax planning
IRS issues notice regarding early retirement withdrawal rules
The IRS has issued Notice 2022-06, providing guidance on whether periodic payments from an individual account under a qualified retirement plan are…
What is a grantor trust and will it help me?
When we give gifts in trust, the trusts can be irrevocable, or permanent (and not easily amended), but clients also need to…
Use the 990 form to evaluate your charitable options
In a recent Denver Post article, Bruce Deboskey reminds us about an important tool which can help us evaluate a charity. To achieve…
The power of apology
In a recent article in the Journal of Financial Planning, Roy Ballentine and James Grubman, Ph.D., evaluate the best methods and paths for financial…
Variable Annuities a Source of Client Dissatisfaction
A recent Wall Street Journal Wealth Advisor report from Kevin Noblet states that, excluding stocks and mutual funds, the type of investment…
WSJ Article addresses new focus on income tax planning
Planners focus on income tax planning opportunities A recent Wall Street Journal article discusses how estate planning after the 2013 changes and the American…
