2018 Tax Changes

As most of you know, Congress and the President worked to make changes to the tax code over Christmas. Overall, the changes look good, but there is still more information coming out on the details.  We love serving our families and take seriously our mandate to help you and your business Prioritize Value, Minimize Taxes […]

Do Unto Others Adventure 2017

Most, if not all, of you know that Eric and I began taking our kids to Mexico each summer about 5 years ago. Although we’ve tied these trips with some wonderful family vacations, we’ve found that nothing builds our family legacy like building a house for someone we don’t know, in a culture that isn’t […]

Do Unto Others Adventure 2016

2016 is passing faster than anyone can imaging.  Angel and I are already turning our attention towards our summer vacation.  This summer we are planning to take another trip to Mexico for our Do Unto Others Adventure on July 16 – 18 with Amor Ministries. Many of you have talked about joining us.  Today, I […]

Do Unto Others Adventure 2016

2016 is passing faster than anyone can imaging.  Angel and I are already turning our attention towards our summer vacation.  This summer we are planning to take another trip to Mexico for our Do Unto Others Adventure on July 16 – 18 with Amor Ministries. Many of you have talked about joining us.  Today, I […]

The Charitable RMD

Our focus is to help you find areas to improve your family and business value, your taxes and your giving.  In 2015 Congress made permanent some legislation that may help you manage your taxes while also optimizing your giving.  If you are over 70 ½ and own a retirement account, you may be required to […]