SEEDS OF KNOWLEDGE

When should I claim Social Security?

Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.

What issues should I consider when starting a new job?

When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a

Should I Use A Donor Advised Fund DAF When Giving To Public Charities?

In the charitable giving realm, Donor Advised Funds (“DAFs”) have become increasingly popular and valuable planning vehicles.

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

Will I Have To Pay Tax On My Qualified Employee Stock Purchase Plan ESPP?

Employee Stock Purchase Plans can be an important benefit for clients. These programs can allow the purchase of employer stock at a discount

Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?

The QBI (Qualified Business Income) deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI

Will My Roth IRA Conversion Be Penalty Free?

Converting a portion of an IRA to a Roth IRA is a complex process that involves many moving parts.

Will I have to pay tax on the sale of my investment?

Determining the tax impact of selling an investment can sometimes be complicated. There are several questions...

What Issues Should I Consider Before Closing The Estate?

This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.

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