Newsletter Archives

09/09/2015 - Shelley L. Denney Tax Alert: Developments continue to impact the mortgage interest deduction
09/01/2015 - The Wealth Advisor: The Shocking Truth About Asset Protection Planning
08/04/2015 - The Wealth Advisor: How Will the 2015 Supreme Court Decisions Affect You?
08/08/2015 - Shelley L. Denney Tax Alert: How do I compute withholding using the part-year employment method?
07/17/2015 - The Elder Counselor: The Staggering Costs of Dementia
07/08/2015 - Shelley L. Denney Tax Alert: Treasury, IRS get moving on ABLE account rules
07/02/2015 - The Wealth Advisor: Yes, Your Family Needs Asset Protection Planning
06/15/2015 - The Elder Counselor: Sex and Dementia: Another Elder Law Topic
06/08/2015 - Shelley L. Denney Tax Alert: How Do I File An Amended Return?
06/01/2015 - The Wealth Advisor: Three Lessons You Can Learn From the Estate Planning Mistakes of Farmers
05/08/2015 - Shelley L. Denney Tax Alert: How do I protect against tax-related identity theft?
05/11/2015 - The Wealth Advisor: Three Liability Planning Tips for Physicians You Can Use Too
04/15/2015 - The Wealth Advisor: How to Easily Integrate Asset Protection Trusts into Your Estate Plan
04/08/2015 - Shelley L. Denney Tax Alert: FAQ: Are IRS Audits One-Size-Fits-All?
04/01/2015 - The Elder Counselor: Proposed Changes to the VA Pension Eligibility Rules
03/16/2015 - The Wealth Advisor: Seven Trust-Based Asset Protection Strategies for You and Your Family
03/08/2015 - Shelley L. Denney Tax Alert: IRS Updates Accounting Method Procedures
03/01/2015 - The Wealth Advisor: Understanding the Significance of Trusts

02/18/2015 - The Elder Counselor: The ABLE Act - A New Tool for the Special Needs Community

02/16/2015 - Shelley L. Denney Tax Alert: More Information Coming to Help Taxpayers with ACA Requirements
02/02/2015 - The Wealth Advisor: How to Avoid a Disastrous Will or Trust Contest
09/16/2013 - The Wealth Advisor: Life Expectancy and Health Care Planning
07/03/2013 - The Elder Counselor: The Staggering Costs of Dementia
06/07/2013 - The Wealth Advisor: Why Estate Planning Is Still Important
03/13/2013 - The Edler Counselor: Understanding the Fiscal Cliff Legislation
02/11/2013 - The Wealth Advisor: What the New Tax Code Means for You
01/09/2013 - Everything To Know About VA Connected Disability Compensation
11/06/2012 - The Wealth Advisor: Ten Reasons You Need to Do Estate Planning in 2012
10/02/2012 - The Elder Counselor: 10 Benefits of a Comprehensive Power of Attorney
09/10/2012 - The Elder Counselor: The Value of Using Irrevocable Trusts in Medicaid Planning
08/08/2012 - The Wealth Advisor: Unique Gift and Estate Planning Opportunities in 2012
07/05/2012 - The Importance and Implications of Guardianships and Conservatorships
06/07/2012 - The Elder Counselor: The Importance of Planning Early
05/01/2012 - Estate Planning: A Process Not An Event
04/03/2012 - The Wealth Advisor: Introduction to Asset Protection Planning