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February 2018

  • Solving the Annuity Puzzle
  • Deducting Employee Business Expenses
  • Insuring Key People at Small Companies

January 2018

  • Investing In 2018: Dividend Stocks
  • Investing In 2018: Defensive Funds
  • Small Companies Need Plans for Natural Disasters

December 2017

  • Pros and Cons of Asset Management Fees
  • Win With a Roth IRA Reversal
  • Year-End Thank You Gifts From Business Owners

November 2017

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning for Investors
  • Year-End Retirement Tax Planningear
  • Year-End Tax Planning for Charitable Donations
  • Year-End Business Tax Planning

October 2017

  • Prepare Your Kids for Financial Independence
  • New IRS Ruling May Rescue Estate Plans
  • Tax Court Approves 100% Business Meal Deduction

September 2017

  • Ginnie Mae Funds for Your Retirement
  • Tax Credits Beat Tax Deductions
  • R&D Tax Credits for Small Companies

August 2017

  • College Costs Really Are Increasing Again
  • Start FAFSA Planning Earlier
  • Asset Allocation in 529 Plans
  • Outlining the Trump Tax Plan
  • How Small Business Retirement Plans Compare

July 2017

  • Calculating Retirement Needs
  • Taxable Versus Tax-Deferred Accounts
  • Small Companies Can Do Well While Doing Good

June 2017

  • The Third Best Investment You Can Make
  • Prenups Can Serve Many Purposes
  • Solo 401(k) Plans for Companies Without Employees

May 2017

  • Tax-Wise Portfolio Rebalancing
  • Social Security Strategies That Still Work
  • With Retirement Plans, SIMPLE May Be Better

April 2017

  • Dealing With an IRS Audit
  • Deciding About a Vacation Home
  • ESOPs as Retirement Plans

March 2017

  • Playing Defense as Stock Prices Soar
  • Holding Down Premiums for Medicare Part B
  • Safe Harbor 401(k) Plans for Small Companies

February 2017

  • After-Tax Dollars in Traditional IRAs
  • “Combo” Products for Long-Term Care Coverage
  • Defined Benefit Plans for (Very) Small Companies

January 2017

  • Be Cautious With Hard-to-Value IRAs
  • The “Other” Exchange-Traded Funds
  • Profit-Sharing Plans for Your Small Business

December 2016

  • Seeking a Stable Retirement
  • Foreign Stock Funds Can Be Doubly Taxing
  • Automatic Enrollment Retirement Plans

November 2016

  • More Certainty for Year-End Tax Planning
  • Year-End Planning for Itemized Deductions
  • Year-End Planning for Deducting Taxes Paid
  • Year-End Planning for Charitable Donations
  • Year-End Planning for Medical Deductions
  • Year-End Retirement Tax Planning
  • Year-End Business Tax Planning

October 2016

  • Financial Steps to Take After a Child Is Born
  • Investing in Gold Can Be Taxing
  • What Goes Into a Wellness Program?

September 2016

  • Customization Comes to Target-Date Funds
  • Drawing Down Your Portfolio in Retirement
  • Setting Paid-Time-Off Policies

August 2016

  • The True Cost of Higher Education
  • Make the Most of College Financial Aid
  • Campus Tax Credits Can Top Tax Deductions
  • The Second Best Investment You Can Make

July 2016

  • What the New Federal Fiduciary Rule Mean to Investors
  • ETFs Can be  Plain or Fancy
  • Disaster Planning Versus Succession Planning

June 2016

  • Should You Pay Summer Interns?
  • Planning for Today’s Pensions
  • Putting Your Money Into Timeshares

May 2016

  • Health Insurance and Divorce
  • Fun and Games..and Taxes
  • New Law May Boost C Corporations

April 2016

  • Deducting Sales Taxes
  • IRA Charitable Donations
  • Higher Education Tax Breaks
  • Tax-Free Investment Gains
  • Business Tax Benefits

March 2016

  • Deducting Charitable Gifts
  • Tax-Efficient IRA Withdrawals
  • Cybersecurity for Business Owners

February 2016

  • Deducting Interest Paid
  • The IRS May Put You on Hold
  • Portability in Estate Planning

January 2016

  • Deducting Taxes Paid
  • Deducting IRA Contributions
  • Going Outside to Sell Your Company

December 2015

  • Investing for the Long Term
  • QTIP Trusts Still Offer Advantages
  • Put Cadillac Health Plans on Your Road Map

November 2015

  • Will the Third Shoe Drop?
  • Year-End Investment Tax Planning
  • Year-End Family Tax Planning
  • Year-End Retirement Tax Planning
  • Year-End Charitable Tax Planning
  • Year-End Business Tax Planning
  • Year-End Estate Tax Planning


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