Rob’s Blog

Does the “other” tax apply to you?

You may not have heard much about the alternative minimum tax (AMT) since the American Taxpayer Relief Act of 2012. That law established AMT exemption amounts and indexed them to inflation. But the AMT is still around — and still capable of increasing the tax you owe. That’s because AMT rules do not allow many […]


Plan Your Estate to Reflect Your Intentions

If you own assets that you’d like to leave to a loved one, you have an estate. But without a plan, your state of residence will choose your heir – not necessarily the result you intended. How can you ensure your intentions will be realized? Start by understanding the basics of estate taxes.   How […]