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.
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Commonly Overlooked Tax Incentives for Business Owners – Part 1

Use government programs to lower tax bills while creating jobs and wealth.
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Estate Planning
Collecting for Passion or Investment

Building a Long Term Collecting Strategy: For Love, or Money or Both?
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Improving Financial Awareness and Literacy – Pt.1

It starts with getting your estate planning house in order.
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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.
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Fights Over Estates Can Tear Families Apart

My personal story and guidelines for keeping the peace.
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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
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Personalized Philanthropy and the Four Donors

Parables for radically rethinking your charitable giving goals.
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Wealth Protection
Starting or Building Your Fine Art or Collectible Collection

When it comes to art and collectibles, don’t do it alone.
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Insurance as a Wealth Management Tool

Five ways to be sure that you and your loved ones are sufficiently covered.
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Wealth Enhancement
Is Bengen’s Four Percent Rule Still Relevant?

How much should retirees safely withdraw each year?
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Why People Can’t Keep Their Financial Resolutions

Here are 10 most frequently broken promises and why they are broken.
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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.
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The Four Boxes of Financial Independence

And you thought your business was enough to get you to retirement?
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Alcoholism’s Stinking Thinking: “Just Wine at Dinner”

Alcohol abuse can be devastating to any family, especially to business families.
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Commonly Overlooked Tax Incentives for Business Owners – Part 1

Use government programs to lower tax bills while creating jobs and wealth.
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