Happy Thanksgiving

We hope that this Thanksgiving Day finds you surrounded by loved ones, enjoying the cheer and comfort that comes with gathering together in person. From all of us to our clients, colleagues, family, and friends, we wish you a happy and healthy Thanksgiving!

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Happy New Year

We hope this New Year brings happiness and health to you, your family, and loved ones.  Rosh Hashana, the Jewish New Year for the year 5782, begins at sundown on Monday, September 6 and ends at nightfall on Wednesday, September 8.   It is a time of reflection and celebration, when families and friends attend services and […]

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In honor of Dr. Martin Luther King, Jr.

If you would like to hear what a true American leader sounds like, listen to any of the speeches by Rev. Dr. Martin Luther King, Jr. Whether he is speaking to an auditorium of junior high school students in Philadelphia or standing on the steps of the Lincoln Memorial before 250,000 people, he delivers a […]

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Thank you Natalie Choate!

I want to thank my esteemed colleague Natalie Choate, who included the strategy I uncovered and developed in the latest edition of her book “Life and Death Planning for Retirement Benefits” (available at https://www.ataxplan.com or Amazon). Natalie is the national leader in planning for retirement benefits from qualified plans and IRA accounts; I am honored to call […]

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