Debt & Moderation
We typically begin a posting with a quote. Today’s posting on the need for, and the responsible use of debt, provided several challenges in the quote department. One challenge is…
Stock Pickers, Market Timers, and Crystal Balls
“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…
Pennies from Heaven & Inherited IRSs
Recently, an adviser sent me an email that had an attachment explaining that a named beneficiary was to receive a taxable distribution as a result of the death of the…
Secure Act and Qualified Charitable Distributions
By Thomas Neal Tillery The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019 and became effective January 1,…
Bring more value to your clients with charitable planning
By Susan M. Tillery Strengthen your practice and build deeper relationships with your clients by offering charitable planning services. The role of the CPA is evolving. Clients are increasingly looking…