Exceeding Expectations. Always. — Business Advisors and CPAs

Personal Finance

Preserve Wealth for Yourself and your Heirs Using Asset Protection Strategies

If you wish to protect your assets while retaining some control over them, consider an irrevocable trust.
Posted: January 23rd, 2018 | Permalink

The Write Stuff: A Letter of Instructions

When you draft an estate plan, the centerpiece is your will or living trust. But there’s still a place at the table for a document that has absolutely no legal authority: a “letter of instructions” to your heirs.
Posted: November 16th, 2017 | Permalink

Save More for College Through the Tax Advantages of a 529 Savings Plan

With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. One option is a Section 529 plan.
Posted: September 18th, 2017 | Permalink

Yes, You Can Undo a Roth IRA Conversion

If you convert a traditional IRA to a Roth but discover you’d be better off if you hadn’t converted, it’s possible to undo it.
Posted: August 29th, 2017 | Permalink

A Refresher on the ACA’s Tax Penalty on Individuals Without Health Insurance

With repeal and replace efforts apparently having collapsed for now, it’s a good time for a refresher on the Affordable Care Act’s tax penalty on individuals without “minimum essential” health coverage.
Posted: August 14th, 2017 | Permalink