Dec 5, 2019 | Personal Finance, Tax, Uncategorized
By: Terri L. Marakos, CPA With the expansion of the global economy, the involvement of taxpayers in foreign activities has become commonplace. Even not-so-sophisticated investors often hold the securities of companies with foreign activities and that pay foreign...
Dec 5, 2019 | Business, Personal Finance, Tax
Author: Frank Pelosi, CPA, CVA One of the strategies to reduce your taxable income is to make a charitable contribution to a qualified organization before the calendar year ends. Common examples of qualified organizations include churches, religious organizations,...
Dec 5, 2019 | Business, Personal Finance, Tax
Authors: Jennifer Wallace, CPA and Jason A. Mendick INDIVIDUALS Tax planning can help you minimize your tax liability in both the current year and future year giving you, rather than the government, the use of your money for investment, business, or personal...
Dec 5, 2019 | News, Personal Finance, Tax
Author: Catherine M. Miskiv, CPA Statistics show that phishing has become rampant and, based on the number of calls we receive from clients, the scammers are very good at impersonating the taxing authorities. This past year we saw a significant increase in incidences...
Dec 5, 2019 | News, Personal Finance, Social Security
By Francis C. Thomas, CPA PFS The Bipartisan Budget Act of 2015 (BBA) has introduced substantial changes to Social Security law. The BBA passed the federal legislative branch on Halloween weekend 2015 without public input or debate. It became effective when the act...
Dec 5, 2019 | Investing, Personal Finance, Uncategorized
There are many core principles that each of us regularly follow throughout our lives. These principles help us navigate through the many decisions we make daily. I have 10 favorite axioms that I follow — and share with my college classes and clients — to make personal...
