2019 Year-End Tax Planning for High Net Worth Taxpayers 

Are you worried that you might be hit with a big tax bill at the beginning of next year? If you aren’t sure of your personal tax situation, it’s time to have a conversation with your CPA. You still have options, but it’s best to act before the end of 2019. Talking with your tax … Continued →

Feeling Good About Personal Finances

Are you satisfied with your personal finances? If you said yes, you’re among millions of other Americans who are feeling good about their current money situation. The American Institute for Certified Public Accountants (AICPA) calculates the Personal Financial Satisfaction Index (PFSi) each quarter, an economic indicator that measures factors affecting the financial standing of typical … Continued →