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

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

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;

Plan for a Biden Presidency

Joe Biden’s economic outlook and policies differ greatly from what we have experienced over the past four years. The questions we need to prepare and plan for are: How will the American government pay for the proposed policies and what affect will those policies have on taxes? The key to success over the next four

Year End Tax Tips to Consider Right Now

Many businessmen, and their accountants, are still getting used to the sweeping tax law changes introduced in President Trump’s Tax Cuts and Jobs Act (TCJA) that went into effect in 2018. But it’s never too early to get a jump on tax savings moves you can make now, before year end. After all, it’s always

End of Year Tax Tips for 2020

December 31st is quickly approaching. And, once it arrives, you will not be able to put any strategies in place to maximize your tax savings for 2020. Have you taken all the steps necessary to maximize your tax savings for this year? Make sure you have with this panel discussion led by Mike Glickman during