Tax Saving Professionals

How to Make the Most of the 2021 Tax Extension Deadline

To help ease the financial burdens brought about by the COVID-19 pandemic, the Federal Government and Treasury extended the 2020 federal income tax deadline from April 15, 2021, to May 17, 2021. The extension, which is automatic and applies to all individual filings and payments, means that you have until May 17, 2021, to pay

How Do I Adopt A Legacy Planning Mindset?

His name is Robert, and he’s eight years old. He dreams of changing the world in some profound way. Even though he bears your name, you’re never going to meet him. You love him and want the best for him. He’s your great-great-great-grandson. With the right tax-saving strategy and a legacy planning mindset, you can give Robert

How to Properly Value Your Business: Pointers and Pitfalls

What is your business really worth? The process of how to properly place the best value on your business and determine what it could potentially sell for is a critically important skill for every business owner. Business valuation is the process of determining the worth of your business. And as straightforward as that sounds, it

Ask the Expert

During this discussion led by Ted Zamerski, CFA, CPA/PFS, and featuring Tom Gibson, CPA; Brian Shey, an insurance specialist, securities representative and member of your Family Office Team; and Kevin Taylor, MBA, CFP®, our clients had the opportunity to “Ask the Expert” their questions regarding tax, estate, financial, retirement and protection planning; their importance; and

What to do with Your Pot of Gold!

You’ve done all the right things. You worked hard all your life and built a successful career or created a profitable business. You have saved and invested and met your financial goals. Now, how do you hang on to it? You need a plan to preserve the wealth you’ve worked so hard to build. You

Creating Multi-Generational Wealth with Roth IRAs

When the Roth IRA was created in 1997, it was a small footnote in the world of Pensions and 401(k)s.  Fast forward 25 years, and the Roth is on everyone’s mind. The big question: Should I convert my Traditional IRA to a Roth? There are 4 main questions to ask yourself about conversion. First, when

Unravelling the Mystery of Financial Statements

With the prospect of rising tax rates, it is more important than ever that your company is running efficiently so you can maintain your same level of income. One of the ways to do this is to closely review your financial statements each month. Every month your CPA send you financial statements for your business. Do

Congress Makes Tax-Advantaged Products More Attractive

A small, largely unnoticed, tax law change included in the 2020 year-end COVID-19 relief bill signed into law by Congress includes a significant change to the tax code. This change could be a windfall for wealthy Americans and business owners who may be considering various life insurance products as a way to shelter assets and

Achieving Financial Success in Light of the Political Change

During this discussion led by Ted Zamerski, CFA, CPA/PFS, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: • The Biden tax proposal and the best vs. worst case scenarios; • Additional national policies that may have a negative effect on your finances; • Opportunities for growth;