Danziger & Markhoff LLP

09/17/2026

4 Steps to Get Ahead of Higher Taxes
Most taxpayers do not proactively plan ahead on taxes for the next year...

Most taxpayers do not proactively plan ahead on taxes for the next year. Having a CPA assist before the end of the year can result in a strategy to mitigate tax burden.

09/15/2026

Tax Diversification: Keep It Simple.
Plan participants should know the ‘what’ and ‘why’ behind their tax selections to maximize their contributions.

https://www.planadviser.com/exclusives/tax-diversification-keep-it-simple/

09/10/2026

5 Assets You Should Sell First in Retirement (If You Need the Cash).
From brokerage accounts to underutilized lifestyle vehicles, here is how to unlock cash without jeopardizing your future.

Don't raid your nest egg for unexpected bills. Learn how to safely unlock cash from brokerage accounts, lifestyle assets, and more—without hurting your savings.

09/08/2026

ERISA treatment of Trump account programs clarified by Department of Labor.

Employer scenarios and compliance implications...

RSM US explains Labor Department guidance on Trump account ERISA treatment. Learn more.

09/03/2026

Seven Common Misconceptions About Retirement Planning.

Seven Common Misconceptions About Retirement Planning June 26, 2026 Share Squared Away Blog by Luke Delorme I recently met with a 71-year-old retiree who relies on Social Security for a sizable share of her retirement spending. She’s concerned about recent news that the Social Security retirement ...

08/31/2026

IRMAA: Will Your Retirement Income Increase Your Medicare Premiums?

High-income retirees often face unexpected Medicare surcharges...

Did you know that Medicare Premiums are income based? The more you make the more you pay. How to avoid IRMAA jacking up your Medicare premiums in retirement.

08/20/2026

These Are the Q2 Tax Moves Every Business Owner Should Be Making Now.

Business owners and the self-employed should be using April's tax return to spot missed opportunities...

Don't wait until Q4 to talk to your tax adviser or CPA. Business owners and the self-employed should be using April's tax return to shape the rest of the year.

08/20/2026

Congratulations to our team for their 2027 Best Lawyer recognition!

The Best Lawyers in America®
Harris E. Markhoff - Corporate Law, Trusts and Estates

The Best Lawyers in America®
Michael Markhoff - Trusts and Estates

The Best Lawyers in America®
Jay Fenster - Employee Benefits (ERISA) Law

The Best Lawyers in America®
Gary Sastow - Health Care Law

The Best Lawyers in America®
Christopher Miehl - Trusts and Estates

Best Lawyers: Ones to Watch® in America
Mathew Mattesi - Trusts and Estates

08/17/2026

The Exit Tax Trap: Why Business Owners Often Pay The Highest Price At The Moment Of Maximum Wealth

The planning window is the asset, and most owners let it expire.

08/11/2026

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

A married couple, ages 73 and 71, sitting on $1.8 million in a traditional 401(k). Social Security and a modest pension bring in about $80,000. The required minimum distribution this year adds roughly $68,000. Their modified adjusted gross income lands at $274,500. They just clipped the second IRMAA...