Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...

We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...

As an investor, you may have heard of private market investments and wondered what they are and how they differ from the public markets. By their nature, private market investments are harder to...

Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...

A simple list of year-end tax planning strategies to consider before 2022

Let’s walk through the fundamentals of a financial plan for a new dentist

Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.