Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications…
What Sets Us Apart
Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications…
As we wish you and your family a Happy New Year we’d like to provide you with some insight into the most recent tax legislation affecting your family and business. …
Market Trend: Beginning in 2013, a new 3.8% Medicare tax will apply to certain investment income, and income taxes generally may increase if the Bush tax cuts expire. Thus, individuals…
For hundreds of years, affluent families have been guided by their advisors to steward their material assets. Attorneys, CPAs, investment and insurance advisors and financial planners all come to the…
In our society, the act of giving or gifting has become somewhat clinical. We give because a Hallmark holiday shows up on the calendar, or because the tax code looks…
In our adult lives, we’re often naturally inclined toward philanthropy. Whether we give our time, talent or financial resources, doing so is a response to feeling grateful for our own…
A new excerpt from Andy’s speeches, added to the front page of his website, discusses his current thinking on the likely Congressional deliberations over the extension of the Bush tax…
The Washington Update from Andy Friedman Roth IRA conversions: Tax rates are likely to rise at year end as Washington considers whether to permit some or all of the Bush…
The Washington Update from Andy Friedman The Supreme Court has now upheld the individual mandate, the controversial part of the health care reform law (The Patient Protection and Affordable Care…
How might a significant increase in the dividend tax rate at year-end affect the values of dividend-paying stocks? In his budget released last February, President Obama changed his position and…