The Devastating Tax Mistake Retiring Executives Make With Employer Stock
The strategy is called Net Unrealized Appreciation — NUA — and after 37 years in CPA practice, I continue to […]
Tax & Estate Planning
Tips on tax efficiency, estate planning, and legacy preservation.
Roth Conversion: Proven Strategies to Protect Your Retirement, Maximize the $6,000 Senior Deduction, and Avoid Catastrophic NIIT Penalties Forever (2025-2028)
Roth Conversion Strategies. The One Big Beautiful Bill Act signed into law in July 2025 has created a four-year window