Evaluating the Benefits of Flex Spending and Health Savings Accounts

Most employees face countless and confounding options each year when they select their benefits.  There is no unanimous choice in any benefit area, it really comes down to what the employee needs and will benefit from most, particularly long-term.  Flex spending accounts and health savings accounts are very common options these days, particularly as employers […]

Takeaways From a Week at the Chicago Booth School of Business

As all the children in our community are getting ready to go back to school, I am reflecting on my week back in the classroom this summer. I was lucky enough to spend time at the Chicago Booth School of Business learning from the country’s leading practitioners in estate and tax planning. Earlier this year, I set […]