26Oct
The Election & The Stock Market

The Election & The Stock Market

2020 has been an interesting year...  During an election year with the backdrop of a pandemic-driven recession, how should you be thinking about your investments?

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8Oct
3 Important Tax Considerations for High Net Worth Divorce

3 Important Tax Considerations for High Net Worth Divorce

Most any divorce is going to have some type of tax ramifications. Here are 3 strategies that may be helpful as you navigate the divorce process.

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1May
3 Things to Improve Your Portfolio

3 Things to Improve Your Portfolio

These have been interesting times... When markets have been as volatile as they have lately, it is only natural to ask questions.  Your portfolio has likeley declined in value,...

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1Apr
The CARES Act - What Small Business Owners Need to Know

The CARES Act - What Small Business Owners Need to Know

The CARES Act contains many helpful tools that small business owners can utilize to help stay afloat and maintain their employees during this difficult time. In this video, we discuss 3 of these options.

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24Mar
AICPA Podcast with Dave: Managing Client Emotions During Volatile Markets

AICPA Podcast with Dave: Managing Client Emotions During Volatile Markets

Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.

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15Feb
3 Tax-Saving Tips Before Completing Your Tax Return

3 Tax-Saving Tips Before Completing Your Tax Return

Use these tips to Save!! We commonly hear things like “2018 is over now.  There’s nothing more I can do.”  NOT TRUE!  Even though the year has ended, there...

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8Feb
How Do I Sell My Company?

How Do I Sell My Company?

How Do I Sell My Company?   As a business owner, the thought of selling your company can be a scary one.  You’ve spent countless hours building something, and it...

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18Jan
10 Tips to Start 2019 Off Right

10 Tips to Start 2019 Off Right

There is power in setting goals.  The problem, however, is when the steps to accomplish those goals aren't clear.  There is also power in having a specific trigger...

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26Nov
Tax Tips for Divorcees

Tax Tips for Divorcees

In an ever-changing tax environment, one question commonly overlooked during the course of getting a divorce is, "Who gets to claim Head of Household status?"  This is a...

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1Nov
2018 Tax-Saving Tips

2018 Tax-Saving Tips

Dave was recenty quoted in an article on CNBC regarding some tax savings ideas for 2018.   The new standard deduction has roughly doubled, taking it from $12,000 to $24,000...

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25Oct
Retirement Planning in the New Tax Environment

Retirement Planning in the New Tax Environment

[video1] As part of a series of videos, Dave was recently featured in a video by the Journal of Accountancy regarding the new tax laws and how they affect...

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8Oct

Financial Planning 2014 Conference Recap

Michelle recaps the highlights of her experience at the FPA Conference in Seattle this September.

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