In a country founded on the idea of individual freedom, Americans value the idea of choice. We inherently believe that maximizing individual freedom increases our individual welfare or happiness and that the best way to maximize individual freedom is to maximize choice. A bar with 120 beers on tap is perceived better than a bar [...]
What do Arnold Schwarzenegger, Steven Tyler, Stevie Nicks, Billy Crystal, and my father all have in common? At least two things. They will, God willing, all celebrate their 70 1/2 birthdays in 2018 and join the ranks of approximately 25 million others in the United States over this age (assuming, of course, that they all [...]
The first sentence of our early November 2017 Astute Angle post read "It is November 8th, 2017 as this is written and there is no doubt that a lot will happen with the Tax Cuts and Jobs Act before the end of the year." As expected, a lot did happen to the initial Tax Cuts [...]
It is November 8th, 2017 as this is written and there is no doubt that a lot will happen with the Tax Cuts and Jobs Act before the end of the year. The current bill is being marked up by the House Ways and Means Committee and the Senate is due to release its own [...]
The history of the qualified charitable distribution (QCD) feels a lot like the 'Friends' relationship of Rachel and Ross. Off. On. Off. On. Off. On. There has been enough disruption in the availability of this tax-saving opportunity that it has been hard to remember if it is on or off. Good news...it's on. The brief history goes [...]
