End-of-Year Planning Becomes Urgent
Last month I advised to be on your financial toes and to pay attention to what is happening around you as well as to the
Last month I advised to be on your financial toes and to pay attention to what is happening around you as well as to the
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and its fallout, economic upheaval, racial
Before talking about taxes and money, let me first say thank you to all of you who are meeting the medical needs of patients during
If you haven’t already, now is the time to assess your 2019 tax situation. A few items you may want to consider follow: Penalties for
LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about $250,000 on healthcare over the
I once heard about an old CPA who, after presenting a completed tax return to his client, said, “Don’t read the {expletive deleted} thing, just
Qualified retirement plan rules are changing once again. Later this summer, retirement plans must disclose to participants all the costs of the plan. This will
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