After months of heated debate and partisan gridlock, President Trump signed the Big Beautiful Bill into law on July 4th, making it the most sweeping policy achievement of his second term to date. This landmark legislation includes major changes to the U.S. tax code. Today, I want to break down [...]
Last fall, I wrote extensively about Missouri Senate Bill 190, which effectively freezes property taxes for many senior Missouri residents. I also led several workshops and personally assisted many of you in getting approved for this valuable benefit here in Jackson County. However, things became more complicated recently when Jackson [...]
There’s no denying it. We are in the midst tax season once again. That time of year when we’re all reminded of how much of our hard-earned money is going to those who govern us. If you’re anything like me, it’s also the time when you start thinking about ways [...]
I know many of you don’t want to hear this, but it’s about that time of year again. Time to start thinking about end of year tax planning. If you are retired or receiving Social Security benefits there are actually some things to be excited about as you project what [...]
Since last week’s Jackson County vote, the future of the Royals and the Chiefs has been the hot topic here in the metro. If you’re anything like me, you have had multiple conversations about how emphatically this proposal was rejected by the voters, and what it means for the city [...]
I really can’t believe I am saying this, but the Chiefs winning their 3rd Super Bowl in 5 years may not have been the most exciting Kansas City sports news that has happened this month. As an avid baseball fan, perhaps I am a bit biased, but I think the [...]
Today I write an unusual column. I always try to provide you information and opinion to help you make your money work harder, protect you from loss, or be reassured that wise decisions will bear good fruit in the long term. Today I unashamedly ask you to vote for the [...]
In the midst of all the chaos that comes with the whole Christmas season, you may not have realized that as part of the massive Omnibus Bill signed by Congress to avert a government shutdown, significant legislation was passed related to your retirement accounts. The SECURE Act of 2022 commonly [...]
It’s getting to be that time of year again when we all start thinking about taxes, and what we are going to owe in the spring. This probably goes without saying, but my goal is always to pay as little as possible to both Washington DC and Jefferson City. A [...]
It’s never fun to pay capital gains taxes on investments you hold. It’s significantly less fun to have to pay them in a year where your account balances have suffered heavy losses. That however, is the scenario many may face this year. Today, I want to provide some insight into [...]
