Resources

Tax & Wealth Insights

Practical, plain-language articles on entity strategy, real estate tax rules and year-round planning for high W-2 earners, business owners and real estate investors.

December 20, 2022

Ready for some yuletide cheer? No, I’m not just talking about my big tips for entrepreneurs…..

December 13, 2022

Let me start out by once again reminding you that we are nearing year-end (as if….

December 6, 2022

Maybe I’m writing this today because the end-of-year crunch and getting tasks done is on our….

December 4, 2022

This week is an opportunity. To comfort ourselves away from the noise of our clamoring-for-attention society….

November 27, 2022

When I think about the holiday season, I think “calm before the storm.” That’s because in….

November 15, 2022

In the fashion of this season, I’m feeling particularly grateful. For many things, but especially because…….

November 13, 2022

Holiday creep. It’s real. Here we are in early November, and it feels like Christmas decorations….

November 1, 2022

I’m always a little surprised (but mostly not) by the number of responses to these weekly….

October 18, 2022

Ever finished a meeting and thought That could have been an email? Yeah, I get that…..

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