Six PPG Place, Suite 600
Pittsburgh,
PA
15222
Phone:
- 412.562.4457
Fax:
- 412.391.8616
E-mail:
Newsletters
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.