My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Education Planning

How Do You Solve a Problem Like Jobs?

The question posed in the title of this blog has a double meaning–jobs as in employment and Jobs as in Steve Jobs of Apple.

Is the Debt Crisis Over?

By Allen G. Yee

Teaching Finance Lessons to Your Teen

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A Tax Strategy that could be a Game Changer

A Tax Strategy that could be a Game Changer.jpg

Roth IRA Conversion: A Roundtable Discussion

InterBusiness Issues  Continue reading...

Where Did the Time Go?

It just seems like yesterday that I was this little kid. Now that I’m closer to 40 than to 30, and soon will be having my own kid, it’s amazing how fast time flies.

Financial Strategy of the Month and Probably 2010

By Allen Yee

When it comes to talking about IRA’s, one of the big topics of conversation today is whether a client with a traditional IRA should convert to a Roth IRA. In this Financial Strategy of the month we’ll investigate the differences between the two retirement accounts and the option to convert from one type of account to another.

Required to Provide Health Insurance for Your Practice?

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Times Have Changed – Is Your Family Financially Secure?

Times Have Changed – Is Your Family Financially Secure.jpg

Re-Working A Roth Plan

By Allen Yee

2010 is just around the corner…


The new year presents a planning opportunity one can’t/shouldn’t neglect. In just 6 short months, anyone with a qualified account (IRA,401(k), 403(b), 457, etc.) may convert some or all of those dollars to a tax-free Roth IRA. In 1997, legislation brought about the creation of the

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