Pros and Cons to Private and Community Foundations
By: Mark Ackerman, CPA
For clients who have expressed the desire to use part of their wealth for philanthropic giving, the overwhelming vehicle used to accomplish this is to establish their own...
Protect the Innocent from the Uncontrollable
By: Woody Goldstein, CPA
As the summer has drawn to a close and the leaves have started to transition into their magnificent annual fall colors, our thoughts invariably turn to the completion of the...
Travel With a Peace of Mind
Going on vacation or a business trip is something we all look forward to, the planning the packing the mental checklist of:
did you stop the mail
All that eventually leading to the relaxing carefree...
End the Summer, Prepared for Fall
In our last week of summer it is important to prepare yourself and your finances for the year ahead. Summer is great, shorter work weeks, weekends spent on the golf course and relaxing by the pool. But once those...