Conversations / Finance / Planning / Relationships / Tax / Wealth Management on May 27, 2020
Stan Kagan, Director of Taxation for WealthEdge® discusses a Dr. Suess quote he stumbled upon while homeschooling his children.
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Conversations / Finance / Planning / Relationships / Tax / Wealth Management on May 13, 2020
Stan Kagan, Director of Taxation for WealthEdge® discusses the value of a true financial partner in a recent phone call interview.
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Tax on January 30, 2020
We all know that Tax Day is April 15th. But the best time to prepare for that day is NOW. Please schedule an appointment to further discuss any unique tax situations or to request an extension. The sooner we know of any potential issues, the better prepared we will be for you. Additionally, start to [...]
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Tax on August 28, 2019
Now that the summer months are behind us, it is time to start thinking about Fall – cooler weather, apple picking, pumpkin spice and…..tax planning. There are many tax planning strategies that you can explore NOW that can potentially save you some tax headaches later. Did you have a large “life-event” or major purchase? It [...]
Read MoreNews / Planning / Tax / Tax Strategy on February 19, 2019
To some, baseball is a boring, slow paced sport. To the inexperienced eye, it appears that the players do nothing but stand around and wait for the ball to come to them. But, in reality, baseball is a game of strategic adjustment and observation. When a batter steps up to the plate, the team on [...]
Read MoreEducation / Investment Consultation / News / Planning / Tax on January 21, 2019
So, what sets us apart from other financial firms that promise Wealth Management? Our founder, Jerry Addeo, explains that we define Wealth Management differently. We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth – with a sensitivity to all of the significant tax […]
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News / Planning / Tax / Tax Strategy on December 27, 2018
Everyone makes some resolutions for the New Year. Along with your resolutions, consider adding one more – ACCURATE RECORD KEEPING. Thorough and accurate tax planning can be accomplished with timely and accurate record keeping. This is always an excellent strategy to help lessen your tax burdens and assist your tax team before the April tax […]
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News / Planning / Retirement / Tax / Tax Code / Tax Strategy on December 26, 2018
In school we were told to know our ABC’s, but if you are over the age of 70 ½ and have an IRA or 401(k), you should really know your RMD’s. Required minimum distribution (RMD’s) is the amount that a person is required to withdraw from their tax-deferred retirement accounts every year. These mandatory distributions […]
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News / Planning / Tax / Tax Code / Tax Strategy on November 28, 2018
When it comes to December, we can all learn a lesson regarding our finances from, none other than Santa himself!! Just like Santa, we all need to “make a list and check it twice” regarding all the outstanding items that HAVE to be done by the end of the year. Remember, even though taxes are […]
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Education / News / Tax / Tax Code / Tax Strategy on September 26, 2018
The current changes to the tax code this year has everyone in a tail spin. It is the largest overall of the tax system in 30 years. Sensational headlines and impulsive reactions only compound the confusion. But even in these times of adjustments, thorough and accurate tax planning is always an excellent strategy to help […]
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