Dec 5, 2019 | News, Uncategorized
Capaldi Reynolds & Pelosi, (CRP) is pleased to announce Lavinsky, Horowitz & Pollard (LH&P), CPAs and Business Advisors have agreed to join our team to form the largest locally based accounting, tax, audit and business advisory firms in South Eastern New...
Dec 5, 2019 | Investing, Personal Finance
When it comes to constructing a portfolio it is generally not a matter of stocks or bonds, it is a matter of both. As a matter of fact, there are two other asset classes, cash and alternative investments that also should also be considered for a well-diversified...
Dec 5, 2019 | Affordable Care Act, News, Personal Finance, Tax, Uncategorized
Change in Tax Rates Beginning in 2013, the American Taxpayer Relief Act of 2012 imposes new higher 39.6% and 20% tax rates on ordinary income and long-term capital gains, respectively. The new top ordinary income tax rate of 39.6% is imposed on taxable income over...
Dec 5, 2019 | Personal Finance, Social Security, Uncategorized
Finding the right age and correct strategy to claim Social Security retirement benefits can have a substantial impact on a retiree’s financial security. It is essential for CPA personal financial planners to educate clients about the options and run the numbers...
Dec 5, 2019 | Business, Non-Profit, Uncategorized
Sometimes even the most proactive and well managed organizations need to revisit some of their tax, governance and management policies, procedures and protocols, especially if it has been a few years since they were last addressed. Here are some items that might make...
