Blog and Resources
Financial news you don't want to miss.
New Clean Vehicle Tax Credit Guidance Issued
May 16, 2023Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean v...
IRS Rule 72(t)
May 10, 2023In our latest educational series video, Andrew Samalin talks about an obscure IRS code section called Rule 72(t), which ...
Q2 2023 Newsletter
April 01, 2023This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2023 Business Ow...
REITs vs. Private Equity Real Estate
March 22, 2023In our latest educational series video, Andrew Samalin describes potential methods of investment in real estate and thei...
Market Brief 3/13/23
March 13, 2023Wall Street is still processing the news from last week of a prominent Silicon Valley bank that was taken over by the FD...
The Debt Ceiling and Deficit Spending
March 07, 2023On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt c...
SECURE 2.0 Act
February 17, 2023Amid the 1,650-page, 20,000-word, $1.7 trillion omnibus spending legislation passed by Congress were several provisions ...
Introducing Mishelle Ciliberti, CPA
January 24, 2023Andrew Samalin introduces Mishelle Ciliberti, CPA, Samalin Wealth’s newest relationship manager. Hear how Mishelle will ...
Q1 2023 Newsletter
January 03, 2023This newsletter edition contains the following articles of interest: Sectors: Overweight, Underweight, or Just Right? Fa...
Year-end Charitable Giving
December 12, 2022With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the p...