Thankful for Progress

As you gather with your family and friends this week, we urge you not to let anxiety over the fiscal cliff or sovereign debt problems in Europe distract you from what matters most. Turn off CNBC and close the Wall Street Journal for a few days. Use the opportunity to recharge your batteries. There’ll be … Read more

2013 Tax Planning

It’s Year-end Tax Planning Time As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although … Read more

Post-Election Update

Let’s All Take a Deep Breath At the time of this writing, President Obama has won the Electoral College and will serve another term as President. In Congress, Democrats have won a majority in the Senate while Republicans have maintained control of the House. In this letter, we’re going to briefly discuss the impact of … Read more