Please enjoy this collection of financial articles on topics of interest to our clients.

Simply click on the title of an article below to view its complete text:
 
Using QDROs to Divide Qualified Plan Assets in Divorce
When a couple divorces, it is often necessary to divide assets held in qualified retirement plan accounts [e.g., Section 401(k), profit sharing or pension plan accounts] to equitably divide the marital property.
 
Tax Planning for Mutual Funds
If you have ever had to go back and find mutual fund records from several years in the past, you know how painful that process can be. You may have been forced to search through several years of mutual fund and broker's statements or confirmations looking for mutual fund transaction information in order to have your tax return prepared.
 
Maximizing Tax Deductions for Inventory
For many business owners, inventory represents a significant cost and is one of their biggest business concerns.