Category Archives: Uncategorized

What are you missing? Too often, unfortunately, my clients come in for  tax preparation without qualifying for tax benefits or without proof.  So be sure you have both for some of my favorite itemized deductions: medical, taxes, mortgage, investment interest, charitable. … Continue reading →

In my e-letter, WealthWISe, I report on the latest important items in my fields. Be sure to sign up for WealthWISe so you will receive your personal copy as soon as it comes out.

Summer is no vacation for you or is it? Tax season is never over. You have to be vigilant for tax benefits. For example, one of my favorite couples, Dr. and Mrs. Med, live in Nashville and they have three … Continue reading →

MORE THAN JUST TAX SOLUTIONS As a former in-house counsel for a 65 man company, I can help you with many tax and legal questions that your tax adviser cannot. For example, recently a client who owns a real estate … Continue reading →

The Accredited Estate Planner® (AEP®) designation truly embodies the core value of NAEPC, excellence in estate planning. To Win the AEP designation a member of the NAEPC must be  designated and active as an attorney, CPA, insurance professional and financial … Continue reading →