Weekly Reports Archive

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... Continue

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,... Continue

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... Continue

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... Continue