Featured Articles

If you have an IRA or a retirement account from a previous employer that has dropped in value over the last couple of years, there may be a “silver lining.” You might benefit from converting some of those assets to a Roth IRA.  Read the brief article below, then call our office to discuss the pros and cons of converting to a Roth IRA:

Take Advantage of Volatility

Do you (or someone you know) have a child in college?  If so, you may be able to take advantage of a new tax credit called the American Opportunity Tax Credit.  More details in this article:

American Opportunity Tax Credit

A down market can mean tough times, but it can also present unique opportunities to minimize property transfer (gift and estate) taxes.  Start by reading the article below, then call our office to discuss further:

Estate Planning in a Declining Market