Monthly Archives: December 2015

On Friday, December 18, 2015, President Obama signed the Protecting Americans from Tax Hikes (PATH) Act of 2015. This bill is not what we’ve come to know as our typical extenders package, which extended many credit and deductions for two years. Instead, the bill makes 20 key tax provisions permanent and extends many others for

Having spent a good portion of my time during the last few months involved with strategic planning for both my firm and several of our clients, the thought “what got you here won’t get you there” has been a recurring theme in my life recently.