by admin | Jan 3, 2016 | Uncategorized
When you awoke on the morning of January 1st to the promise of a new year, you took inventory of those aspects of your life that you’re determined to change over the coming months: You eat too much. You ignore your mother. You’re stuck in a dead-end,...
by admin | Jan 2, 2016 | Uncategorized
When one of the founding partners of a regional law firm has the firm’s estate group handle his planning, they are likely to do a pretty good job. That may well be the moral in the Tax Court decision in the case of the Estate of Barbara M. Purdue. I look at the...
by admin | Jan 2, 2016 | Uncategorized
Managing your fixed income portfolio can be a daunting task but is also one of the most important things you can do with your portfolio.
by admin | Jan 1, 2016 | Uncategorized
It’s finally over. The October 15th tax deadline is behind us, which means tax practitioners have mercifully finished their filings for the year. Unless of course, you chose to make your career in the not-for-profit world, in which case you deserve the extra...
by admin | Jan 1, 2016 | Uncategorized
Thank you, New York Governor Andrew Cuomo, for promising my daughter free money when she graduates from college. Happy new year to you, too!