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Taxes

Taxes Financial Planning and the New Tax Plan
January 30, 2018in Taxes 0 Comments 0 Likes

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 …

by Sara Stanich
Investing Market Update: 2017 Year in Review
January 10, 2018in Investing 0 Comments 0 Likes

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 …

by Sara Stanich
General Five Easy Financial Resolutions
January 3, 2018in General 0 Comments 0 Likes

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 …

by Sara Stanich
Taxes Your Taxes and Foreign Financial Assets
July 12, 2016in Taxes 0 Comments 0 Likes

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. …

by Sara Stanich
February 24, 2015in Insurance 0 Comments 0 Likes

What Happens if You Don’t Get Health Insurance?

Health insurance is easier to get these days, and more Americans are covered now thanks to the Affordable Care Act, known to many as “Obamacare”. But you do have to actually go to the exchange website and sign up, and …

by Sara Stanich
May 6, 2014in Taxes 0 Comments 0 Likes

Changes to New York Estate Tax Laws (Good News!)

estate tax cut

Until recently, New York residents who died with estates exceeding $1,000,000 in value were subject to the State estate tax.  (Note: This is separate from the Federal estate tax exclusion, which is $5.34M for 2014.)

That all changed on …

by Sara Stanich
February 20, 2014in Real Estate 1 Comments 0 Likes

The Tax Benefits of Owning a Home

This is the seventh post in my “Taxes for Your Family” series.

The Tax Benefits of Owning a Home

There is a lot of confusion about the tax benefits of owning a home.  But what are they?

Itemize Deductions

There are several deductions available to …

by Sara Stanich
October 2, 2013in Retirement 2 Comments 0 Likes

Tax Advantages of Retirement Accounts

This is the sixth post in my “Taxes for Your Family” series.

I’m always surprised when people don’t take advantage of tax-advantaged retirement accounts. Don’t they realize it’s the best deal Uncle Sam has going?

Calculating Taxes Up And Down -  Tax Benefits of Saving for Retirement, tax advantages of retirement accounts, tax benefits of retirement plans

Here are four …

by Sara Stanich
August 26, 2013in Kids 12 Comments 0 Likes

Five Questions About 529 Plans

collge savings plans - 529 plan Have you been considering opening a 529 college savings plan? 

Contributing to our son’s college education is one of my personal goals.  I went to an expensive private university (NYU), and I am still paying down those pesky student loans.  …

by Sara Stanich
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