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I was recently interviewed about charitable giving and how to do it strategically from a tax perspective. Many thanks to SUCCESS Magazine and Kathryn Streeter for her excellent article!

I was recently interviewed about the One Big Beautiful Bill Act and it's impact on taxpayers in or near retirement. Many thanks to The Franklin Prosperity Report and Jill Schildhouse for her excellent article!

I’m a bit of a history buff, and I tend to gravitate towards the unusual and bizarre stories that surround the traditional historic...

Know when it’s time to break-up with your CPA… By David S. Burnett | January 9, 2019 It’s that time of year again. Small business owners...