by Chad Stooksbury | Oct 1, 2026 | Financial Planning, Individuals & Families, Tax Strategies
If you have a large traditional IRA, your children could inherit more than an investment account. They could also inherit a significant future income-tax obligation. The SECURE Act did not create a new inheritance tax. But for many families, its inherited IRA rules...
by Derric J. Isensee | Sep 30, 2026 | Accounting, Business, Individuals & Families
The IRS recently announced Hoosier tax relief for individuals and businesses affected by the severe storms, straight-line winds, tornadoes, and flooding that began in Indiana on August 11, 2026. Indiana also provided corresponding state tax relief. The Indiana...
by Chad Stooksbury | Jul 13, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many Indiana and Chicagoland families, a strong income does not come from one simple paycheck. It may come from overtime, shift differentials, union wages, public safety schedules, healthcare demand, two W-2 incomes, bonuses, taxable investments, and years of...
by Derric J. Isensee | Jun 28, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many high-income earners, retirement planning is not only about whether they are saving enough. It is about whether they are making the most of what they have already built. You may be contributing consistently, investing thoughtfully, and building wealth at a...
by Chad Stooksbury | May 22, 2026 | Business, Financial Planning, Individuals & Families, Tax Strategies
The Gap Between Financial Advice and Financial Clarity Many successful individuals already have both a CPA and a financial advisor. The issue usually is not a lack of expertise. It’s that advice is often delivered separately. Financial decisions rarely live in one...
by Kayli Cinko | May 13, 2026 | Individuals & Families, Tax Strategies
Tax law changes tend to arrive the same way for most people: suddenly, loudly, and wrapped in headlines designed to create urgency. New rules. Expiring provisions. Changing deductions. Legislative updates that seem to shift every few years. For high earners and...
