No. 99 of 106 Things We Do For Clients Offer sophisticated and up-to-date training, knowledge, and skill.
One of the most difficult transitions for the elderly is that dreaded loss of independence when a person can no longer drive. However, today’s technology offers a way to help older adults maintain their ability to come and go on their own schedule. All you need is a smartphone, plus perhaps a teenage grandchild to […]
No. 98 of 106 Things We Do For Clients Bring to your table extensive expertise, education, and real-life experience.
Is a carefully executed plan to minimize income or estate taxes also a tax dodge, scheme, avoidance trick, or scam? It depends. I have seen all those words used by the media to describe both tax fraud and legitimate tax-reducing strategies. A case in point is an October 2 story in The New York Times, […]
No. 97 of 106 Things We Do For Clients Provide an emotional firewall between you and the often-alarming media.