





A few years ago around tax time we received a call from a concerned client regarding his projected tax bill. He was quite confused when he relayed to us that his tax-preparer explained an unexpected tax liability was due to previous year’s Roth IRA conversions. We were surprised to hear this as the conversions in question came from non-deductible IRA contributions . Through…

We truly enjoyed our time in St. Kitts and Nevis. The islands are just now beginning to see tourists again as they have loosened their travel restrictions requiring quarantine of 4-5 days currently compared to a full two weeks in the recent past. Jennifer loves it so much; she wants to buy a place on one of the…