Planning for Single Parents Revisited
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children.
Planning is a Dynamic, Not a Once-and-Done, Process
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end.
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.
The U.S. Supreme Court Rules Against the Moores!
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
Episode 281 – If you’re married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Don’t! Avoid the widowhood penalty!
Tax Gap Projections and Increased IRS Enforcement
Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now.