Presentations

Death and Taxes - An Update - March 2012

Putting Market Volatility in Perspective: Market Cycles - August 2011 

The US Debt Ceiling: What it is and Why it Matters to You - July 2011

Health Reform Hits Main Street - April 2011

 Planning for Estate Taxes in 2011 and 2012 - April 2011  

Estate Tax Changes under the 2010 Tax Relief Act - March 2011 

Rising Interest Rates and Your Portfolio - February 2011

Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 - January 2011

Small Business Jobs Act of 2010 - October 2010

Estate Tax Remains in Flux - January 2010

Tax Planning: American Recovery and Reinvestment Act of 2009: Individuals

Special Situations: Caring for Aging Parents

Tax Planning: 2010 Key Numbers

Healthcare Reform - September 17, 2009

ROTH Conversions in 2010 - August 19, 2009