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Practical writing on tax, wealth, and the business of ownership for families and closely held companies in the Northwest Suburbs.

The latestJuly 25, 20267 min readWealthWhy Your Financial Advisor Should Be a CPATax and investing are one household system. Why a CPA who also serves as an investment adviser can close gaps that a product-first advisor and a seasonal preparer often leave open.Read the article
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July 25, 20266 min readTaxDo You Need an Estate Planning CPA or an Attorney?Estate documents and estate taxes are related jobs with different licenses. How to decide whether you need an estate attorney, an estate planning CPA, or both, and what each should own.Read the articleJuly 25, 20267 min readTaxIllinois Estate Tax: The $4M TrapIllinois taxes estates at a much lower threshold than the federal estate tax. How the state exemption works, why portability does not fix it, and how families in the Northwest Suburbs plan around it.Read the articleJuly 25, 20266 min readTaxRoth Conversions in a Down Year: Reading the Bracket Before DecemberA market dip can make a Roth conversion cheaper in dollars, but only if the tax bracket still works. How to size a conversion when the return and the portfolio sit on one desk.Read the article
South Barrington, IllinoisFounder-led · Since 2008
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David R. Robbins, CPA, President of NRACPA LLC
David R. RobbinsCPA · President
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