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The Achieving A Better Life Experience (ABLE) Act of 2014 is a significant permanent change to the financial planning landscape for special needs beneficiaries.  The National Disability Institute estimates that 5.8 million Americans would b... More »
The state of today’s economy makes it more important than ever to know an independent third-party’s value of your business.  Antiquated formulas and unsophisticated methods of the past may not result in accurate business valuations, ... More »
Pay yourself first! Increase your elective contribution to your employer's qualified retirement plan by the end of the year to reduce your taxes.  As an added bonus, if your adjusted gross income (AGI) is less than $28,251 for a single taxpayer ... More »
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