Dear Valued Clients and Friends, If you asked Larry David, he would say it’s way too late to wish you a “Happy New Year”, but we’re going to do it anyway. As we embrace the start of 2024, we’re presented with new opportunities and challenges in our financial...
A publication of thoughtful insight dedicated to the life well planned. Download your copy of the Winter WorthWhile Magazine All expressions of opinion reflect the judgment of the author and are subject to change. Links are being provided for information...
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause—while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding it could be, both...
High-profile competitors—including those in college—can profit tremendously from name, image and likeness (NIL) deals. But making sudden wealth permanent requires a long-term focus. In 2021, the U.S. Supreme Court ruled that the NCAA’s ban on players receiving...
As you prepare for tax season, here is some information that you may find beneficial. Important information for tax season 2023 2023 Form 1099 mailing schedule January 31 – Mailing of Form 1099-Q and Retirement Tax Packages and Raymond James Bank year-end bank tax...
