Another year begins! I’m finishing up some year-end tasks while planning for another tax season, and, quite honestly, I’m a little behind— so this is getting out a bit late. Being busy is a good thing, though, and I think I’m getting my head back...

So last week I was in Las Vegas for the AICPA ENGAGE conference held at the MGM Grand. It was way better than last year- much more organized and streamlined. Yet the quality of the content was still top notch. The best estate, financial, and...

Optimism Abounds! 2018 is starting out on a tear with the Dow Jones Industrial Average crossing 25,000 today for the first time in the index’s history. The S&P is over 2,700. What a year it’s been in the markets! Will stock prices continue to rise in...

It has been a very busy autumn, and I’m excited for the winter to start! I’m very grateful for all my friends, family, and clients that have made this past year truly incredible. This is my first full year being completely independent, and – while...