The Professional Part 2

The Professional

It is easy for humans to move toward the extremes. The “spender” is often frivolous to the point of recklessness. The “saver” is often frugal to the point of greed. The friend who loves golf only thinks about the next tee time and the friend who loves work is...
The Professional Part 2

The Web of Charitable Giving

Table of Contents: How to Deduct Charitable Giving New Charitable Giving Rules Appreciated Securities and Donor Advised Funds Many More Charitable Giving Options Tax Law is About Incentivizing Behavior The tax law is written to incentive certain behaviors and penalize...
The Professional Part 2

Conoravirus RMD Reversal

Table of Contents: Required Minimum Distribution Relief Returning Retirement Distributions Pre-2020 Returning Retirement Distributions in 2020 IRS Says Forget the Rules What Should You Do? Required Minimum Distribution Relief Calling the year of 2020 “unexpected” is...