Hiring the Right Professional

Hiring the Right Professional  Do you take the time to hire the right professional for you? A recent tax case has highlighted the importance of hiring the right professional. This case involved a situation where the tax court ruled the IRS instructions were not to be...

Year End Financial Planning

Year End Financial Planning  This is a busy time of year and each of us should budget some time for Year End Financial Planning.  Year End Financial Planning may include a number of issues including, tax planning, investment changes, employment benefit elections,...

Managing, Preserving and Maximizing Wealth

Managing, Preserving and Maximizing Wealth  Wealth can be defined as purchasing power.  Purchasing power is the amount of money you need to purchase a certain amount of goods and services. Managing one’s wealth includes how you put your money to work. Keeping costs...