November 18th, 2014

Want to know what the best kept secret is to saving big on taxes? The answer is: Year-end Tax Planning If you don’t know what it is or if you have never done it before with your tax advisor, you may be overpaying your taxes. As we head into the holiday season, time is running […]

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November 11th, 2014

As the holiday season approaches and we get ready for family gatherings, one of the questions that often comes up is whether it is a good idea to gift “assets” to the next generation. The answer is: It Depends. Before we get into the strategy side, we wanted to give you a chance to sign […]

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