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Norman G. Grill: Smart wealth transfer strategies

You can distribute your wealth while minimizing estate taxes by using proven strategies, such as gifting and direct payments to educational institutions. Low interest...

Column: Thinking retirement at any age

Options can vary; millennials and middle-aged workers have different needs.

The right investment plan, part 2

A Simplified Employee Pension Individual Retirement Arrangement or a Profit Sharing Plan: which plan is right for your client or business?

Column: Choosing the right investment plan

A Simplified Employee Pension Individual Retirement Arrangement or a Profit Sharing Plan: which plan is right for your client or business?

A difficult tax year behind us – but 2012 could be...

Buckle your seat belt for 2012 – a BlumShapiro partner says the tax debate will be a wild ride.

Taxes for 2012 and beyond

A CPA discusses tax changes for 2012 and beyond