Trump, Year-end Planning, and Married Status: It’s Complicated

December 27, 2016 · Brian Lipton

During these final days of 2016, we hope you are enjoying holiday gatherings with family and friends. In addition to holiday cheer, winter vacations, and travel, another year end tradition turns our... Read More →

It Is Never Too Early To Start Year-End Planning

July 12, 2016 · A. Lawrence Crimmins, Jr

The best time to start year-end planning is really April 15th, after you complete or sign your tax return and realize how the taxes could have been changed, had certain action been taken in the prior year... Read More →

Death and Taxes

July 12, 2016 · Jackie Lawson

In 1789, Benjamin Franklin wrote a letter to Jean-Baptiste Leroy. In this letter, he wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world... Read More →

The Qualified Charitable Distribution Now Has Eternal Life (At Least, for Federal Income Tax Purposes)

March 16, 2016 · William R. Shipley

In the waning days of calendar year 2015, the 114th Congress characteristically took last-minute action to address a number of expired income tax provisions. One extended tax provision that has garnered favor... Read More →

A Few Thoughts about Preparing for Income Tax Compliance

January 18, 2016 · Brian Lipton

With New Year's resolutions still intact, we turn to other traditions that lack the charm of ringing in the New Year - - TAX TIME! Some say preparing the return is easy compared to assembling the... Read More →

Social Security Claiming Strategies ‘Take It on the Chin’ in 2015 Bipartisan Budget Deal

January 11, 2016 · David P. Nolan

In the most significant reform to Social Security since 1983, the 2015 federal budget act includes sweeping changes to Social Security that take away a number of creative strategies that previously allowed... Read More →

The Charitable Gift Annuity

June 02, 2011 · MCWS

A classic philanthropic gifting instrument is the Charitable Gift Annuity. Many nonprofit organizations have used the Gift annuity for many years. The first recorded Charitable Gift Annuity was written... Read More →

Understanding a Charitable Remainder Unitrust

May 03, 2011 · MCWS

In research conducted involving 42 colleges and universities with endowments totaling $1.7 billion, the most frequently used planned giving instrument was the bequest. Bequests accounted for 55% to 60% of... Read More →

Redirect Energy Spent on Taxes Toward Long-Term Financial Goals

April 01, 2009 · Will W. Carter

One of the challenges of managing any enterprise, including your financial future, is taking care of day-to-day tactical details while also managing future-oriented strategic issues and opportunities. Read More →

Roth 401k: Retirement Pan Option a Saving Technique for Owners, Employees

June 15, 2007 · Will W. Carter

Since 2006, businesses offering 401(k) plans have had the opportunity to implement a potentially powerful new “tax-free” option to their retirement plans, called a “Roth 401(k).” Read More →