In the last installment I discussed what a terrific investment Microsoft ended up being for my family during a 20 year, and counting, holding period.  I really do attribute much of that success to the risky behavior of youth and pure luck.  But as has been said in the past, “I’d rather be lucky than smart.”

 In this post I will describe some income tax strategies I have used for my family in the past.  As a CPA and retired Certified Financial Planner I have more expertise than most in these areas; however, this post is not income tax advice which should be sought by you from an expert prior to trying any of these techniques. Continue reading →