Client Newsletter 3Q22
Dear Ambassador Family, I hope you are enjoying a wonderful summer so far! In my April newsletter, I shared my thoughts and predictions that 2022 would be a difficult year. Let’s jump in and see what’s changed since the second quarter. Let’s Recap 2022 Thus Far 2022 has been a challenging year (and we are Read more ➝
How Can I Give More to My Loved Ones and Less to the IRS?
“It’s the holiday season! How can I give more to my loved ones and give less to the IRS?” I could not agree more! Let’s learn from 2 of my friends (hypothetical Mike and Donna). These examples apply to people who are still working and those already enjoying retirement. Solutions for High-Income Earners Donna is Read more ➝