» Current Affairs

Retirement Possibility: Make a Run for the Border

Among the top retirement spots in the world this year, you’ll find great variety in the cultural offerings, climates and lifestyles. When you hear “make a run for the border,” you may be reminded of Taco Bell’s slogan in the mid-1990s. … Read More
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Portability Provision Extended in Fiscal Cliff Deal in Ann Arbor

Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing… Read More
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A Fiscal Cliffhanger: The Federal Estate and Gift Tax is Holding On in Ann Arbor

Now that the fiscal cliff has been averted — at least temporarily – there is widespread confusion about the effect on estate planning of the 11th hour tax law passed by the Senate on New Year’s Eve, and by the House of Representatives one day l… Read More
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The Revival of the Energy Tax Credit in Ann Arbor

The American Taxpayer Relief Act extended the tax credit through 2013, making it retroactive to Jan. 1, 2012. So it applies to projects you did last year as well as those you take on this year. The Fiscal Cliff deal seems to have something for everyo… Read More
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Are There Any “Winners” in the Fiscal Cliff Deal in Ann Arbor?

They didn't get what they wanted …. But they got what they needed. Is it true that for a real compromise to take place, everyone has to walk away a bit unhappy? If so, then the American Taxpayer Relief Act passed by Congress was the truest of… Read More
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The Highlights of 2012 in Ann Arbor

Regrettably, you did not win the $587.5 million Powerball lottery. And, although you survived the Mayan apocalypse, this is no time to relax. We have segued right over the “fiscal cliff” and into the new economic reality zone.     … Read More
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The Highlights of 2012 in Ann Arbor

Regrettably, you did not win the $587.5 million Powerball lottery. And, although you survived the Mayan apocalypse, this is no time to relax. We have segued right over the “fiscal cliff” and into the new economic reality zone.     This… Read More
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Retain Your Most Talented Employees in Ann Arbor

Employees who are challenged, engaged, valued, and rewarded (emotionally, intellectually & financially) rarely leave, and more importantly, they perform at very high levels. However if you miss any of these critical areas, it’s only a matter of… Read More
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The Fiscal Cliff & Your Health in Ann Arbor

If President Barack Obama and Congress cannot reach an agreement on the fiscalcliff…it would likely send the country back into recession…and ultimately, itcould hurt your physical and emotional health.      Financial health an… Read More
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