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  • IRS Guidance for Same-Sex Married Couples
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax purposes. This client bulletin summarizes the key highlights of the Revenue Ruling (Rev. Rul. 2013-17) and associated Frequently Asked Questions.
  • Why You Should Choose a Certified Financial Planner (TM)
    This consumer brochure produced by the CFP Board should be an important part of your information gathering process. For more information, visit the Consumer section of www.cfp-board.org.

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