Roth IRA Conversion

Roth IRA Conversion

During the pandemic, the value of many traditional IRAs dropped with the decline in the stock markets, so it may be time to consider a Roth IRA conversion. Lower income in the conversion year could also be a factor in this decision, since the conversion amount could...

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Highlights of The Inflation Reduction Act of 2022

Highlights of The Inflation Reduction Act of 2022

President Biden signed this bill into law on August 16.  Here are some of the more interesting provisions.  For more information about any of these items, please contact us. Revenue Provisions Corporate Alternative Minimum tax of 15% which applies only to large...

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Past Market Declines

Past Market Declines

A war in Ukraine, inflation the highest it’s been in decades, ongoing supply chain constraints, and financial markets selling off for the first 6 months of the year has led to consumer confidence being the lowest ever recorded. As financial advisors, we are often...

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New Jersey Tax Updates: The Fall 2022 Edition

New Jersey Tax Updates: The Fall 2022 Edition

Sales Tax Holiday As we are approaching “back-to-school”, many states have enacted sales tax holidays.  As New Jersey is one of the states, this means sales & use tax on certain retail purchases of computers, school supplies, and sport or recreation equipment are...

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Client Spotlight: Bunting Family Pharmacy

Client Spotlight: Bunting Family Pharmacy

Josiah (Joe) Bunting is the owner of Bunting Family Pharmacy, an independent pharmacy in Northfield, New Jersey. Since 2008, Bunting Family Pharmacy has been providing quality health care and service to individuals in the local area. Joe is a dedicated professional...

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Developing Leadership in Healthcare

Developing Leadership in Healthcare

Who really cares anymore? It seems like we are always asking this question in this day and age, whether it be at work, at home, everywhere! In healthcare, this question cannot go unanswered because it will be the patient who will suffer. There is a common...

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Taxation of Crowdfunding

Taxation of Crowdfunding

Crowdfunding was created to kick-start the funding of a project. Previously if someone was interested in acquiring funds, they had only a few options to do so. Those options included: raising money from family and friends, taking out a loan, or trying to gather all of...

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