As you approach retirement, the need for a stable income stream becomes ever more important. Fixed annuities can be a compelling option...

I am often asked which charitable vehicle is better. The comparison between Pooled Income Funds (PIFs) and Charitable Remainder Trusts...

Employee Stock Ownership Plans (ESOPs) offer a unique way for business owners to sell their companies, benefiting both themselves and...

In the evolving landscape of remote and hybrid work, many state legislatures are creatively attracting new residents. An emerging trend...

A split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...

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....

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

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...

Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...

A recent California Supreme court decision, Dynamex operations W., Inc. v. Superior Court, 4 CAL 5th 903 913 (2018) redefined the...

If you have Philanthropic desires, and would like to be financially rewarded at the same time, then donating your IRA assets to a charity...

Reprinted by permission of the Los Angeles Business Journal™ There is a way to Sell Appreciated Assets without a Capital Gains Hit Are...

Over the last five to ten years, there has been a reduction in qualified benefits for highly compensated employees, and an increase in...

If you run a business in which you are able to hire your children to help you, then paying them wages for the work they do, will teach...

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