Newsletters




What Do You Think It Is Worth? (Part I)

Creating Business Value, Part I Over the years I have been blessed with several very deep and meaningful friendships. Few have meant as much to me as my friendship with …
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Good News from the IRS

Deducting the Home Office Gets SimplerIt’s never too early to start planning for filing your 2013 income tax. And there is some very sensible, good news if you are one of the …
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I Am Not Afraid of The “Fiscal Cliff”…

 Hysteria! How many times do we need to be manipulated before we recognize that once again the media has whipped an issue into the level of Armageddon?  Does anyone remember …
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Life happens …

 One afternoon early in January, I received a stunning text message …Peter Donnelly (name changed), the key employee of my client Dale Bingham’s company (name changed), had been killed in …
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A ‘Perfect Plan’ or a ‘Perfect Storm’?

 Bill Clooney is an 87-year old family patriarch who has planned extensively for his retirement and for his family’s future. With his good health and lifestyle, he has had few …
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Serious Decisions On Sunny Days

 Are you worried about the possibility of being the target of a frivolous lawsuit? Are you concerned about passing assets to your children, but then seeing half their inheritance walk …
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Can You Really Put Your Money Where Your Heart Is?

 What if I told you that paying capital gains taxes – estate taxes – and to some extent even income taxes … is voluntary? What if I told you that …
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Cash Balance Plan

 Dr. Timothy Maxwell has been in practice for over 25 years. He’s in his early 60’s and starting to give thought to what his retirement is going to be like …
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“Unsticking The Stuck!”

Tom and Edna own a heating and air conditioning company started by Tom’s father 40 years ago. They have weathered their share of challenges, but overall, the company has been quite successful …
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