Brendan Willmann, CPA, EA, CFP®
Asheville: 828-348-8698
Cincinnati: 513-549-2736

Latest Post

Tax Advantages of a Donor-Advised Fund

The 2017 tax reform has significantly enhanced the popularity of donor-advised funds for those who are charitably inclined.



How much can I contribute to my IRA?

The contribution limits for Traditional and Roth IRAs is $6,000 for 2019. The contribution limit will be the same for 2020.



Recent Posts


How much can I contribute to my IRA?
December 9, 2019
By Brendan Willmann, Enrolled Agent

401(k) Contribution Limits for 2016
January 13, 2016
By Brendan Willmann, Enrolled Agent

Update on the Charitable Rollover Legislation
December 17, 2015
By Brendan Willmann, Enrolled Agent

Health Savings Account Contribution Limits for 2016
September 25, 2015
By Brendan Willmann, Enrolled Agent

What happens to your health savings account (HSA) at death?
September 12, 2015
By Brendan Willmann, Enrolled Agent

Proposed Limit on Retirement Plan Contributions
June 8, 2014
By Brendan Willmann, Enrolled Agent

Review of President Obama’s 2015 Budget
June 8, 2014
By Brendan Willmann, Enrolled Agent

2014 IRA Contribution Limits
November 22, 2013
By Brendan Willmann, Enrolled Agent

How to Deduct HSA Contributions
November 22, 2013
By Brendan Willmann, Enrolled Agent

Health Savings Account Contribution Limits – 2013 and 2014
November 22, 2013
By Brendan Willmann, Enrolled Agent