Spring 2017 Issue of Horizons

Featuring

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A publication by RubinBrown LLP Spring 2017

RubinBrown News

What Does it Mean to Provide “Integrated Planning for Life”?

Chairman & Managing Partner John F. Herber, Jr., CPA, CGMA

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The Top 10 Most Common Mistakes Made by Investors

St. Louis Managing Partner Frederick R. Kostecki, CPA, CGMA

The Murky World of Medicare

Denver Managing Partner Michael T. Lewis, CFA, CGMA

Social Security: Frequently Asked Questions

Denver Resident Manager Gregory P. Osborn, CPA, CGMA Kansas City Managing Partner Todd R. Pleimann, CPA, CGMA

Eldercare: What is a Care Manager and Why Would You Need One?

Year-Round Tax Strategies and Opportunities

Editor Dawn M. Martin

Estate Planning: Preparing for What’s Ahead

Art Director Jen Chapman

Charitable Giving: Good for the Community...Good for You

Designer Brendan Coleman

Family Office Services: Not Just for the Uber Wealthy

Horizons , a publication of RubinBrown LLP, is designed to provide general information regarding the subject matters covered. Although prepared by professionals, its contents should not be construed as the rendering of advice regarding specific situations. If accounting, legal or other expert assistance is needed, consult with your professional business advisor. Please call RubinBrown with any questions (contact information is located on the back cover).

Timely Reminders

Any federal tax advice contained in this communication (including any attachments): (i) is intended for your use only; (ii) is based on the accuracy and completeness of the facts you have provided us; and (iii) may not be relied upon to avoid penalties.

Readers should not act upon information presented without individual professional consultation.

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