John J. Diak, CFP®Jan 22, 20194 minTax Scams & SchemesEvery year, scammers target taxpayers with schemes designed to separate them from their money, and some taxpayers try to outsmart the IRS to
John J. Diak, CFP®Jan 2, 20183 minTalking to Your Heirs About Your Estate PlanSome of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i
John J. Diak, CFP®Oct 31, 20173 minUnderstanding the Gift TaxPractically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon