What Do You Own? Audit Thyself

That’s the title of my latest and 96th article published in The TaxLetter® since 2011

It explains the importance of getting organized now, and contains several recommendations to consider as we await vaccinations and returning to ‘normal’

Thanks to my professional colleagues Jeffrey Cait, MBA, CFP, CLU, CH.F.C., TEP and Ami Maishlish for their contributions

Read it here