Every year, I ask every client the status of their Estate Documents.  Do they have them and/or are they current and up to date?  I like […]

There is something called an “involuntary conversion” in IRS Code Section 121.  If you were forced to leave your personal residence, unplanned on your part, that […]

First off, let’s talk about IRS code section 121.  That is the wonderful law that allows a married couple to eliminate tax on the first $500,000 […]

If you have never heard of Health Savings Accounts or HSA for short, you must have been stuck on a desert island for the last 25 […]

It seems like this happens all too often.  Congress makes confusing tax laws and leaves it up the IRS to figure out how to administrate it.  […]

Do you remember those special days back in the spring and summer of 2020 when a lot of folks were forced to get Unemployment Compensation?  Congress […]

Thank you, Federal Reserve!  Real Estate values have peaked and are now coming back a bit from their highs.  Some professionals are estimating a 10% value […]