September 5, 2017

Hurricane Harvey has passed and cleanup has begun. It is my hope that all of you are well. This was certainly a disaster unlike any which I have seen. I wanted to send a quick note to my clients with a couple of links. I will do a more detailed entry when time permits which…

July 25, 2017

You have saved for years and have now arrived at the time at which you need to take distributions from your child’s qualified 529 plan. You remember the tax benefits and reasons for starting the plan in the beginning and start taking your tax-free deductions, right? Maybe. Remember there are rules associated with these distributions….

March 2, 2017

Ok, I wanted to include a message about emailing information securely. It will probably never matter, but the information we email to each other is sensitive in nature. Obviously, the best way to get me that information is to walk in and hand it to me. However, that isn’t necessarily the most efficient way. There…

January 30, 2017

I am asked many times at the end of the year what information I need. Each answer is different but similar. The most important things are obviously what you receive in the mail marked “important tax document”. These items should come to you before the end of January or shortly thereafter. This is a good…

January 20, 2017

NUA… No, it’s not a medical condition. It is net unrealized appreciation and if you are aware, it could save you thousands of dollars in tax liability. So…. I am in my office doing the seemingly never ending hours of continuing education. I get this

January 9, 2017

Well! This is the first of many posts. Thank you for taking the time to subscribe here. My goal with this blog is to provide common sense solutions to questions I am asked every day. I hope to provide information which is relevant and easy to understand. As a CPA, I am often