The Alternative Minimum Tax

The Alternative Minimum Tax

When it comes to federal income tax, there are few subjects capable of causing as much confusion as the Alternative Minimum Tax (AMT). Here’s a quick guide to understanding the AMT.

Business Succession Strategy

Business Succession Strategy

There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on a multitude of factors.

Breaking Up With Your Financial Advisor

Breaking Up With Your Financial Advisor

Some of you may be happily married and celebrating your 50th wedding anniversary (friendly reminder gentlemen this is the gold anniversary) and some of you may be single and ready to mingle! That said, we’ve all had an instance of contemplating breaking up with a past significant other.

Preparing for the Coming Storm Financial & Otherwise

Preparing for the Coming Storm Financial & Otherwise

Here in Florida, hurricane season starts on June 1st and runs until November 30th. It is an annual reminder that we should hope for the best and prepare for the worst. We just had a major hurricane hit the Gulf Coast of Florida and this has provided me an opportunity to think about how we prepare for life’s events.

Thrift Savings Plans Good Enough for Government Work

Thrift Savings Plans Good Enough for Government Work

When you roll over a TSP, you unlock investment options beyond funds like L, G, F, C, and S. These funds are not designed for your specific needs and have many shortfalls. With these funds, you have no discretion as to how your money is invested and you get the good with the bad.

Choosing an Entity for Your Business

Choosing an Entity for Your Business

Now that you’ve decided to start a new business or buy an existing one, you need to consider the form of business entity that’s right for you.

Asset Protection & Estate Planning For Physicians

Asset Protection & Estate Planning For Physicians

The proliferation of medical malpractice gives many physicians pause. If you are a physician and you have not begun estate and asset protection planning, you are leaving yourself, your family, and your practice severely exposed.