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Monthly Newsletters

March 2024 - State Income Taxes: Things to Consider

February 2024 - Substantially Equal Payments Under Section 72 (t): Things to Consider

January 2024 - The New Tax Numbers for 2024: Things to Consider

December 2023 - Fighting With The IRS: Things to Consider

October 2023 - Managing Capital Gains Taxes: Things to Consider

September 2023 - Life Insurance Gotchas: Things to Consider

August 2023 -Two Unrelated Updates: Things to Consider

July 2023 - Unanswered Tax Questions: Things to Consider

June 2023 - New Stretch Rules: Things to Consider

May 2023 - Uniform Transfers to Minors Act (UTMA) Accounts: Things to Consider

April 2023 - Life Policy Accelerations: Things to Consider

Q1 2023 Investment Newsletter

March 2023 - Questions and Answers: Things to Consider

Feb 2023 - The Secure Act 2.0 Becomes Law: Things to Consider

January 2023 - The New Tax Numbers for 2023: Things to Consider

Q4 2022 Investment Newsletter

December 2022: Making a Qualified Plan Rollover: Things to Consider

November 2022 - Choosing the Right Buy-Sell Arrangement: Things to Consider

Q3 Investment Newsletter

September 2022: Gift Taxes: Things to Consider

July 2022 - Lessons from the Broncos: Things to Consider

Q2 Investment Newsletter

June 2022 - Cash Balance Pension Plans: Things to Consider

May 2022 - Things to Consider: On Your Tax Return

April 2022- Charitable Remainder Trusts: Things to Consider

1st Quarter 2022: Investment Newsletter

March 2022 - IRA Deadlines - Things to Consider

4th Quarter 2021: Investment Newsletter

December 2021: Business Succession - Things to Consider

October 2021: End of Life Planning-Things to Consider

3rd Quarter 2021 Investment Newsletter

September 2021: Britney Spears and Conservatorships: Things to Consider

August 2021: Backdoor ROTH Contribution Strategies : Things to Consider

July 2021: IRA Retirement Planning: Things to Consider

2nd Quarter 2021 Investment Newsletter

June 2021: Family Business Succession Planning - Things to Consider

May 2021: Simplified Employee Pensions (SEPs): Things to Consider

1st Quarter 2021: Investment Newsletter 

April 2021: Estate Taxes Likely To Rise: Things to Consider

March 2021: Tax Results from 2020: Things to consider

February 2021: Settlement of Prince's Estate-Things to Consider

January 2021:  The New Tax Numbers for 2021: Things to Consider

October 2019: Dealing with Terminal Illness - Things to Consider

3rd Quarter 2019 Investment Newsletter

September 2019: Social Security Retirement Planning - Things to Consider

2nd Quarter 2019 Investment Newsletter

July 2019: Tax Planning for Retirement: Things to Consider

June 2019: Do It Yourself Estate Planning: Things to Consider

May 2019: Business Continuation Planning: Things to Consider

April 2019: Federal Income Tax Withholding: Things to Consider

March 2019: Modified Endowment Contracts: Things To Consider

February 2019: Questions and Answers: Things to Consider

January 2019: The New Tax Numbers For 2019 Things to Consider

December 2018: Saving Taxes with Life Insurance Things to Consider

November 2018: Trust as Beneficiary of a Qualified Account: Things to Consider

October 2018: Planning for the Transfer of a Business: Things to Consider

3rd Quarterly Newsletter

September 2018: New Pass-Through Business Tax Rules: Things to Consider

Income Tax Risk: Things to Consider

2nd Quarterly Newsletter 2018

Life Insurance Beneficiary Designations : Things To Consider

June 2018: Beneficiary Designations and Divorce: Things To Consider

Planning Lessons From The Pistons : Things To Consider

Planning Lessons From The Pistons : Things To Consider

Forms 1099-R and Tax Reporting: Things to Consider

Things To Consider: The New Tax Numbers for 2018

January 2018: Hidden Features of Social Security Benefits

December 2017: Modern Planning For Social Security Benefits: Things to Consider

November 2017: Business Contingency Plans for Divorce: Things to Consider

3RD QUARTER 2017 INVESTMENT NEWSLETTER