Case Studies 

I do a tax return review for many clients each year. During one of these tax return reviews, I saw that a client's income had jumped way up and she’d have to pay 32% in federal taxes and 9.85% in state taxes. So here's what we did...

My client is a successful attorney, and he loves what he does, but being financially independent is one of his goals. This year, I got to share with him that he's officially work optional! Naturally, he was glad to hear it. "But what if we buy a second property for $750,000?" he asked.

A Roth conversion could save some taxpayers more than $100k in a lifetime.  Here’s a secret about minimizing tax: good tax planning should focus on saving you as much in taxes as possible in your lifetime. Here's some food for thought...

Everyone should have an estate plan in place. If you don't, we need to talk. But maybe you already have an estate plan in place, and you’re not worried. Great! But here’s a question for you:

Do you know what will happen when you die?  In this case study, I'll show you a common estate planning mistake I helped my clients 

Did you know that retirement account inheritance rules have changed? It used to be that you could keep an Inherited IRA for life. But, after the Secure Act in 2020, in most cases, an inherited IRA must be depleted within ten years. This is a BIG deal.