In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer ...

There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it? As of this writing, the law to ...

Fall Summit at the Catamaran

Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family’s and client’s future. With that purpose, we ...