Recently, the NFL draft was held in Chicago to the delight of sports fanatics everywhere. Between draft picks, the announcers mentioned something that caught my attention; all rookies will attend the NFL Financial Education Program. Current and former players can also...
Giving away your tax liability doesn’t feel good, it feels great! Personally, I serve on several charitable boards for organizations that do phenomenal things in our community. I have found that being a CPA, or a “walking calculator,” is a skill that boards of...
Though I like to step up on the dance floor with my version of the Sprinkler, Churning Butter, and other assorted moves designed to embarrass my wife and kids, that’s not what this topic is about. The step up in basis is one of the least understood topics we deal with...
It’s hard to believe another year is coming to a close. Hopefully 2015 will be a memorable one for you and you’re optimistic about what 2016 (and beyond) has in store for you. We’ve had no shortage of events this past year and we’re reminded about how quickly the...
The holidays bring family together and for some it might be the only time they see each other over the course of a year. You tend to notice changes in people a lot more when you haven’t seen them for a period of time. At family gatherings, if you’re lucky, you may...
It seems that everyone is talking about retirement planning. There are all these messages constantly asking, “Do you know how much you’ll need to retire,” or “Do you have enough saved for retirement?” I don’t know about you, but it starts to make me paranoid and the...
