Creating a Wealth Strategy: Step 3

Step 1 was to determine your goals. Step 2 required measuring your current wealth and debt, and using taxes to your benefit. Now we’ll get into Step 3: Gain control of, and decrease your [...]

Creating a Wealth Strategy: Step 2

Measure Your Wealth Most of us try to ignore where our wealth is today, either because we’re nervous to really know what the situation is, or we don’t have the time to keep track and [...]

Tax Season Updates

To help the tax community track information related to the Tax Cuts and Jobs Act (TCJA), the IRS has created a special page on to highlight provisions of the new law. The frequently [...]