Last year I cut with tradition and did not post my annual tax-loss planning/selling blog. However, because of COVID, my client’s portfolio r...

COVID-19 has been a revelation when it comes to tracking our costs. For many of us, it has provided absolute clarity on what are our true fi...

As my colleague Jeff Noble notes in this excellent May 2020 guest blog post on The Business Owner’s COVID Contemplation , small business own...

Finances are the last item on people’s minds when a loved one dies. Between grieving for the loss of a family member and caring for other me...

My previous blog post discussed the concept of  deemed dispositions when making gifts to grandchildren while alive and upon death. It also ...

Many grandparents ask me about the tax and practical ramifications of gifting or bequeathing money or assets to their grandchildren. Some wi...

I hope everyone had a good summer. At times our great weather almost made me forget we are living in a COVID-19 world. And then I looked at ...