Industry thought leaders share their expertise about tax mitigation, estate planning, wealth protection, wealth enhancement, charitable giving and business owner issues. These complimentary articles are provided in convenient PDF format.
Tax Mitigation
What You Need to Know About the 3.8% Net Investment Tax
If only the rules were as basic as the math.
Read more…
Commonly Overlooked Tax Incentives for Business Owners – Part 1
Use government programs to lower tax bills while creating jobs and wealth.
Read more…
Estate Planning
Collecting for Passion or Investment
Building a Long Term Collecting Strategy: For Love, or Money or Both?
Read more…
Improving Financial Awareness and Literacy – Pt.1
It starts with getting your estate planning house in order.
Read more…
Taking RMDs When One Doesn’t Need the Money to Live On
A case study on trusts and taking RMDs when one doesn’t need the money to live on.
Read more…
Fights Over Estates Can Tear Families Apart
My personal story and guidelines for keeping the peace.
Read more…
Charitable Giving
Simple Gifts and Planned Gifts
Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach
Read more…
Personalized Philanthropy and the Four Donors
Parables for radically rethinking your charitable giving goals.
Read more…
Wealth Protection
Starting or Building Your Fine Art or Collectible Collection
When it comes to art and collectibles, don’t do it alone.
Read more…
Insurance as a Wealth Management Tool
Five ways to be sure that you and your loved ones are sufficiently covered.
Read more…
Wealth Enhancement
Is Bengen’s Four Percent Rule Still Relevant?
How much should retirees safely withdraw each year?
Read more…
Why People Can’t Keep Their Financial Resolutions
Here are 10 most frequently broken promises and why they are broken.
Read more…
Issues for Business Owners
Ten Factors to Help You Decide Between Buying and Leasing a Business Vehicle – Part 1
Use government programs to lower tax bills while creating jobs and wealth.
Read more…
The Four Boxes of Financial Independence
And you thought your business was enough to get you to retirement?
Read more…
Alcoholism’s Stinking Thinking: “Just Wine at Dinner”
Alcohol abuse can be devastating to any family, especially to business families.
Read more…
Commonly Overlooked Tax Incentives for Business Owners – Part 1
Use government programs to lower tax bills while creating jobs and wealth.
Read more…