Case Study : Robert B.
Vern Moter
May 17, 2018

Case Study : Robert B.

Robert is a mortgage broker and receives all of his income as wages on a W-2. He has some non-reimbursed expenses that he deducts as well…

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Case Study : Bill & Donna S.
Vern Moter
May 17, 2018

Case Study : Bill & Donna S.

Bill S owns commercial and multi-family residential real estate. His wife, Donna is a Marketing Director at a national technology firm. She has wage income, and…

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Case Study : John & Julie E.
Vern Moter
May 17, 2018

Case Study : John & Julie E.

John E is an Engineer who sold his business in 2016, but will continue to work for the company for several years and receive his…

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Is your retirement plan eating away your glory years?
Vern Moter
May 16, 2018

Is your retirement plan eating away your glory years?

Is Your Retirement Plan Actually COSTING You Years Of Retirement? What you need to know about taxes and retirement! Retirement plan tax savings is one…

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