If you have not heard of, or explored how you can take advantage of the Employee Retention Credit, then you may be missing out on refunds...

I was recently asked to speak on a radio show regarding the Pension Protection Act. What follows is the dialogue between the host and...

The index used for increases in estate and gift tax exemptions is the chained Consumer Price Index for all Urban Consumers. Due to the...

Who would have ever considered life insurance to be a tax shelter? This is not a negative but instead a very positive result. Where can...

Waiting until a plan is needed may be too late. While the risk of disability maybe just as/or possibly more likely than death, many...

The announcement of an 8.7% increase in Social Security benefits, on first blush is great news, especially with the continued high...

For many years the federal government and various states have provided incentives for individuals to purchase Long Term Care insurance...

What if you could sell all or a portion of your company to a ready and willing buyer at full fair market value, plus indefinitely defer...

One way to lower your taxes in retirement is by avoiding higher tax brackets, increased Social Security taxes and Medicare premiums. The...

When asked, what will be the largest expense you will encounter during retirement? most people will answer either mortgage or health care....

When would you have thought that long term care insurance would be considered an investment? For high net worth individuals, utilizing...

Where do you want to receive your care, i.e., your home, a facility, etc.? Where do you plan to live when you retire? Who will need...

The good news is that most people will receive benefits from the Social Security system. The bad news is the Social Security program is...

There has been a lot of talk and press about the benefits of saving in a Roth IRA. However, is it right for you? If you make a good...

It is March, which means we are in the heart of tax filing season. People everywhere gather documents, organize their information, and...

There has been a lot of talk and press about the benefits of saving in a Roth IRA. Those who make a good living and are in a higher tax...

There is no denying that retirement planning is sophisticated, complicated, and ongoing. You must keep updated and educated on the...

An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may...

Can you believe it is December already? Of course, this means there are only a few weeks left in the year. Obviously, it is one of the...

In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...