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We Make Taxes Less Taxing!
AV Rated Award
Super Lawyers 10 Years
Leadership in Law
Call For A Free Case Review

Understanding Cash Balance Plans – By Lawrence Sprung, CFP

Business owners need to understand what cash balance plans are and how they work.  These types of plans are becoming increasingly popular among business owners who want to provide both themselves and their employees with a steady stream of income in retirement and provide the business with a significant tax deduction today.  There are

September 14, 2023|Categories: Guest Blogger|

Mindful Investing & Planning – By Peter Janowsky

The recent changes in the markets and economy may have you adjusting your strategies going forward.  Considering the effects of the spikes in interest rates and inflation, there may be major changes in store for some people.  Moving to downsize, refinancing, consideration of a major purchase and even retirement timelines may be very different

July 10, 2023|Categories: Guest Blogger|

How to Reduce Business Expenses: 5 Opportunities to Reduce Costs by Davi Tserpelis

As the coronavirus pandemic subsides and commercial activity resumes, pent-up demand and consumer savings are expected to continue propelling the economy — presenting midsize businesses with ample growth opportunities. Companies may be able to fund that expansion, at least in part, by managing costs more efficiently. Leaders from midsize companies have renewed optimism for

April 14, 2023|Categories: Guest Blogger|

Six Months and a Day: Who is Advocating for You? – By Eric Donner, Six Months and a Day Co-Founder

The next battle of the sate residency income-tax audit war is here. States have been deploying increasingly aggressive techniques and technology to stop the bleeding from loss of state income tax revenue. States, like New York, have been quietly accelerating their ability to detect and defend against this loss by leveraging high-tech tools, including

March 20, 2023|Categories: Guest Blogger|

The “Gray Divorce” Epidemic – By Jacqueline Harounian, Esq.

Pew research indicates that while the U.S. divorce rate has declined for every other age demographic, it has roughly doubled for adults aged 50+ since the 1990s. This has been dubbed the “Gray Divorce” Epidemic. There are many more challenging considerations unique to a “gray divorce,” beginning with the division of assets. To start with,

February 9, 2023|Categories: Guest Blogger|

Owe Money to the IRS? Here’s Why You May Consider Meeting With a Financial Professional – By Sharlene Jamison

What is the benefit of seeking a financial professional if you already owe money to the IRS and are having problems paying your tax bill? Discussing your plans with a financial professional can help you get a clearer picture regarding your finances and investment options based on your unique circumstances. While a financial professional

February 23, 2022|Categories: Guest Blogger|

Why I Formed an Advisory Board – By Dr. Sandi Webster

Circa 2004, two fledgling business owners had a lot of faith that the business they started from the ashes of 9/11 would grow. They knew the time was right for a women-owned marketing and analytics consulting company to create strategies and deliver tactics for the top financial services companies. They got their first client

January 26, 2022|Categories: Guest Blogger|
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