Estate Planning an Essential Step for Every Retiree
…a joint trust. It was once common practice for high earners to set up separate trusts, so that the combination of the two wouldn’t trigger the estate tax. In 2010,…
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Joseph Skalski
…member of Conservation Pays, LLC, where he assisted clients with the conservation of over 30,000 acres of land. Before coming to Georgia in 2005, Joe practiced for some fifteen (15)…
Books by David H. Morgan
…Tax Mistakes, Retirement Planning, and much more. We’ve put together these resources as complimentary guides to help you in your financial growth and planning. Tax-Free Money for Long-Term Care A…
Why Ken Fisher Is Wrong on Annuities: Milevsky, Finke
…says Moshe Milevsky, associate professor of finance at York University in Toronto and executive director of the IFID Centre at the Fields Institute for Research in Mathematical Sciences, in an…
These tax moves are most likely to trigger an audit
These tax moves are most likely to trigger an audit From: www.aol.com We all want to keep as much money in our pockets as possible, but it’s also important to…
CPA’s & Wealth Management
…wealth transfer. As these firms added financial services to their CPA practices, many found themselves facing both new opportunities and challenges. The goal of this paper is to address the…
What Will the World Be Like After Coronavirus? Four Possible Futures
…relaxed competition laws). Where workers are supported directly, this is done in ways that seek to minimize disruption of normal labor market functioning. So, for example, as in the UK,…
Award-Winning Research Explains Perplexing Investor Behavior
…low average returns—when, say, value stocks like General Electric seem like such an attractive bet? In new research, Dimitris Papanikolaou, an associate professor of finance at the Kellogg School, investigates….
Internet of Things: What It Means to You
Internet of Things: What It Means to You From: REAP, LLC. | Retirement & Estate Advisors & Professionals Are you always looking for the latest gadget, or do you prefer…
Tips for Effective Networking as a Senior
…even though you may have changed over a couple of months or years, your connection is easy to restore. Besides, their experiences could complement yours and stir something new that…
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