PPLI and PPVA: Vehicles for tax-efficient growth
For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.
Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
My well-rounded knowledge of financial and retirement planning can help shed some light on the best approach for investing to meet your individual goals.
