The Time for Tax Planning Is Now

The Time for Tax Planning Is Now

If you are like most Americans, you think about your taxes annually – when you visit your accountant at tax time (or load up TurboTax in early April), but basically, avoid thinking about them the rest of the year. For many, this is totally fine – why spend...
Financial Planning and the New Tax Plan

Financial Planning and the New Tax Plan

Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for 2018. The Tax Cuts and Jobs Act of 2017 was...
Market Update: 2017 Year in Review

Market Update: 2017 Year in Review

2017 was a strong year for the markets around the globe.  Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...
Five Easy Financial Resolutions

Five Easy Financial Resolutions

It’s a New Year, and many of us are still in goal-setting mode. While some years are more successful than others, I still love the process of setting goals and the feeling of achievement when I reach them. I find that many of us find it very difficult to set financial...
Your Taxes and Foreign Financial Assets

Your Taxes and Foreign Financial Assets

By Mark A. Josephson, Esq., CPA, CFP, CFE, CGMA (Note from Sara: New York is an international city and several people have asked what they are supposed to be doing with accounts they have either left behind overseas or inherited. I do not prepare tax returns, so...