Anna Pfaehler reminds same-sex couples that the recent DOMA decision leaves many unanswered financial planning questions.
Read More
We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Anna Pfaehler in Time
Anna Pfaehler outlines new tax options for same-sex couples following federal recognition of their state-sanctioned marriages.
Read More
Anna Pfaehler in The Los Angeles Times
Anna Pfaehler cautions that new income tax filing options for same-sex couples may have drawbacks as well as benefits.
Read More
Ben Sullivan in Intuit QuickBooks
Ben Sullivan recommends planning ahead to minimize a divorce’s impact on a family business.
Read More
Anna Pfaehler in AdvisorOne
Anna Pfaehler analyses the financial planning outlook for same-sex couples in the wake of DOMA’s legal defeat.
Read More
Anthony Criscuolo in Yahoo! Finance
Anthony Criscuolo urges couples to discuss their finances frankly before they wed.
Read More
Shomari Hearn in Employee Benefit News
Shomari Hearn provides an overview of the “stealth taxes” that may drive up many taxpayers’ bills for 2013, as well as strategies to reduce exposure to them.
Read More
Shomari Hearn in The Wall Street Journal
Shomari Hearn shares an example of tax planning complicated by marriage across international borders.
Read More
Anna Pfaehler in The Pittsburgh Post-Gazette
Anna Pfaehler suggests reasons that people may unwisely postpone creating a will.
Read More
