Blog and Resources
Financial news you don't want to miss.
Tax Treatment of Home Energy Rebates
June 01, 2024The IRS has recently issued guidance on the federal income tax treatment of state-offered home energy rebates funded by ...
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...
There's Still Time to Fund an IRA for 2023
February 15, 2024The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned ...
Tax Season News and Survival Tips
February 01, 2024It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affe...
2023 Year-end Tax Tips
October 24, 2023Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to n...
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 ...