Bonkers that we’d never met in person before this.

I will, once again, reiterate that I am clearly the Danny Devito to Christine’s Arnold in this Twins scenario!

Always read your emails before sending. Just a single LETTER can totally change your entire email.

Ex:

'Here's what to consider during the nine initial years after your father's death.'🤓

vs

'Here's what to consider during the nice initial years after your father's death.'😬

🚨Breaking News🚨

In Notice 2023-54, the IRS just answered the #1 question on many advisors’ minds…

Q: Do beneficiaries subject to the 10-Year Rule who inherited from someone dying on/after their RBD need to take an RMD this year?

A: NO! (At least not for 2023)

Full text of…

If true, I’m definitely the Danny Devito to Christine’s Arnold🤣

“The embryo did split in two, but it didn't split equally. All the purity and strength went into [Christine]. All the crap that was left over went into what you see in the mirror every morning.”

-Twins-

Close... buying time. Followed closely by buying experiences.

If you haven't done so already, consider signing up for next week's Holistiplan Tax Planning Summit and join 5,000 (👀) of your closest friends looking to take their tax planning game to the next level.

Register here: hubs.la/Q01Lkk9c0

Come for the taxes. Stay for the tourney picks😉

The Good:

So far, with the exception of the Arizona game, I’ve called every game right, putting me in the top 0.4% of all ESPN brackets💪😃

_________________________

The Bad:

I had Arizona making it all the way to the title game😬🥴

🏀🏀🏀 Final Four picks 🏀🏀🏀

Arizona
Marquette
Houston
Gonzaga

🏀🏀🏀🏀🏀🏀🏀🏀🏀🏀🏀

In my next life, I'm coming back as Ryan Reynolds.

What a talent he is. What a run he's on. 🤯

In a random coincidence, early last week I put the finishing touches on a presentation on investor protections.

Plan to cover things like SIPC, state guarantee funds and, of course, FDIC limits

No idea what to say about the latter now. Did FDIC insurance become ♾ yesterday?🤯

I’ve had the privilege to speak at a lot of different types of venues of the years, but a ballet studio is a first for me!

Here at the Cincinnati Ballet to talk all things SECURE 2.0 w/ the Cincinnati Estate Planning Conference.

Lots of mirrors. Gotta watch the wedgies🤣

Great Q! And for heterosexual couples, it tends to be asked more when either:

1) The woman has become the (usually much) larger earner, or

2) The man has retired but the woman is still working.

Changing the order is easy to do, but the IRS generally advises against it b/c it…

Here's a tax-related stat for #InternationalWomensDay ...

Over the past 25 years, the number of women listed first on a married couple's joint tax return has increased by roughly 4x.

But even w/ that 4x increase, women are still only listed first on about 12% of joint returns🤔