Publications
February 27, 2018
Weekly Report 18-09
THE CONSEQUENCES OF FAILING TO KEEP LEGAL & FINANCIAL DOCUMENTS in order and available to family members at time of incapacity or death can be huge – financially as well as emotionally. The most important documents are categorizable as: Health Related – Durable Power of Attorney, Living Will and/or Revocable Trust, emergency contacts, insurance policies;... Continue
February 18, 2018
Weekly Report 18-08
RETIREMENT PLANNING IS A MOVING TARGET, complicated by the fact that most people focus on currently recognizable risks, like equity market volatility or that a particular investment decision was wrong (perhaps guided by an incompetent or unscrupulous advisor). But other, more relevant, risks are too often overlooked because they are out-of-sight, out-of-mind: (1) Complacency risk... Continue
February 11, 2018
Weekly Report 18-07
NEW TAX LAW UPDATE Re BUSINESS MEALS: 50% of Business Meals can still be deductible, provided that supporting documents fully substantiate (a) that the meal was “directly related to a substantial and bona fide business discussion, associated with the active conduct of the taxpayer’s trade or business”; (b) that such expense was “not lavish or... Continue
February 4, 2018
Weekly Report 18-06
IMPORTANT TAX IMPACT TO MOST READERS: Be aware that the new tax law stops deductibility of business entertainment expenses – paid directly or indirectly! Starting 2018, no deduction is allowed for “entertainment, amusement or recreation; or with respect to a facility used in connection with any social, athletic or sporting club organized for business, pleasure,... Continue
January 30, 2018