Archives for November 2014

For those individuals in retirement as well as those approaching retirement (target market of persons over age 50), you undoubtedly have received the offer of a free lunch or dinner at a local … [Read more...] about FREE SEMINAR MEALS

In addition to advising our clients about tax preparation and tax planning, we believe it is very important that they address all facets of their financial situation, including planning for … [Read more...] about WHY LIVING A LONG LIFE CREATES RETIREMENT PROBLEMS

As part of our firm’s tax preparation and tax planning consultations, we periodically advise our clients to check on who is named as beneficiaries on their pension, IRA and insurance policies. Why is … [Read more...] about BENEFICIARY FORMS – ARE YOU IN A PICKLE?

In recent weeks, many of our posts have addressed the need for taxpayers to consult with an experienced tax professional for tax preparation and tax planning strategies before making a financial … [Read more...] about IRA USED TO PURCHASE VACATION HOME OR RENTAL PROPERTY