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The Tax Bill: WIIFM (What’s In it for Me?)

November 21, 2017June 7, 2018 ~ JFoxCPACFP ~ Leave a comment

The Senate finance committee passed the “Tax Cuts and Jobs Act” and the Senate is due to vote on it after Thanksgiving (2017). This bill is packed with a lot of changes. So, if you’re a physician family and/or a high earner, what’s in it for you? Continue reading →

How & When a Trust Can Help You

June 16, 2017July 19, 2017 ~ JFoxCPACFP ~ 1 Comment

Lately, we’ve been doing a lot of estate planning with clients and there have been several discussions about trusts and estates on the White Coat Investor Forum, such as: Continue reading →

A Look at Donald Trump’s Tax Plan

November 15, 2016June 15, 2018 ~ JFoxCPACFP ~ 2 Comments

In the confusion and rancor of the election, the media really didn’t focus on the tax plan proposed by Donald Trump this fall. As a result, we’re just now beginning to ask the question, “How would our taxes change in a Trump administration?” The truth is, Continue reading →

Six reasons you may need a trust

October 21, 2016November 12, 2016 ~ JFoxCPACFP ~ Leave a comment

Used properly, trusts can benefit people from all walks of life – not just the wealthy and well-connected. Continue reading →

How do I start a Roth IRA for my child?

June 7, 2016June 8, 2018 ~ JFoxCPACFP ~ 3 Comments

As long as your child has earned income, no matter the age, he can contribute Continue reading →

Roth IRA Quiz

May 13, 2016March 14, 2017 ~ JFoxCPACFP ~ 1 Comment

You may have your own Roth IRA, but how well do you know the rules? Continue reading →

When might I need a trust?

May 3, 2016June 14, 2017 ~ JFoxCPACFP ~ Leave a comment

This is an extremely complicated area, but trusts can be useful to most anyone at some Continue reading →

What is a trust?

May 1, 2016October 26, 2016 ~ JFoxCPACFP ~ Leave a comment

A trust is an entity separate from you. Think of it as a box that you put assets in for Continue reading →

What is a Roth IRA and do I need one?

April 1, 2016July 22, 2021 ~ JFoxCPACFP ~ 1 Comment

A Roth IRA is an IRA that is not tax deductible when you make contributions. All growth and income is tax-free.  Continue reading →

Will you run out of money?

January 4, 2016July 1, 2016 ~ JFoxCPACFP ~ Leave a comment

In a recent survey of high net worth individuals (defined as people who have
Continue reading →

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