Elements of a Financial Plan for New Dentists
Let’s walk through the fundamentals of a financial plan for a new dentist
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Why is it hard to save money?
Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.
A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving
Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...
Lower Tax Rates are Expected to Sunset in 2025. It's Time to Start Planning Now.
We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...
An Overview of Investing in Private Equity, Credit, and Real Estate
As an investor, you may have heard of private market investments and wondered what they are and how they differ from the public markets. By their nature, private market investments are harder to...
Maximize Your Tax Savings: My Favorite Year-End Planning Strategies
Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...
Tax Planning Strategies to Consider at Year End
A simple list of year-end tax planning strategies to consider before 2022
