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Financial Planning
How To Improve The Tax-Efficiency of Your Estate Plan
Jun 9, 2021
Estate planning is a critical component to your entire financial plan. It’s a testament to your life’s work and legacy. To safeguard your estate for years to come, it must also be tax efficient. Let’s look at key ways you can make your estate plan more tax-friendly. ...
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Financial Planning
Retirement Planning
Tax Planning
When’s The Right Time To Take Your Social Security Benefits?
Apr 15, 2021
Social Security plays a pivotal role in your retirement plan. Enroll too early and you could miss out on higher monthly payments but enroll too late and you might not be able to take advantage of that inflated monthly influx. When’s the right time for you to collect? ...
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Financial Planning
Retirement Planning
American Rescue Plan – Legislation Highlights
Mar 17, 2021
Since March 2020, there have been two significant stimulus packages—the $2.2 trillion CARES Act and the $900 billion Consolidated Appropriations Act. Now, there is another package, the American Rescue Plan. The long-awaited relief bill has finally passed through reconciliation requiring only a simple majority and passed 50/49. The historic $1.9 trillion coronavirus relief package was signed into law by President...
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Financial Planning
Tax Planning
When Should You Contribute To A Roth 401(k)?
Mar 15, 2021
A Roth 401(k) allows you to save on an after-tax basis and can be an effective tax-planning tool both before and during retirement....
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401(k) plan
Financial Planning
Retirement Planning
Tax Planning
Business Owners: Are You Leaving PPP Money on the Table?
Mar 4, 2021
Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief program that established a 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees from February 24th to March 9th 2021 (while open to all other eligible entities beginning March 10th through May 31st (Recent Update – was March 31st)). While...
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Business Planning
Financial Planning
Tax Planning
4 Key Ways S-Corps Can Save on Taxes
Feb 15, 2021
Making the S-corp election could help you save a lot of money that would otherwise be lost to taxes. Is an S-Corp election right for you?...
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Business Planning
Financial Planning
Tax Planning
Biden Tax Plans For The 2020 Election: What You Need To Know
Oct 15, 2020
What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the overall theme is – uneasiness. Regardless of who you’re voting for or who ultimately...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
The Impact of Taxes on Retirement Income
Oct 15, 2020
You’ve spent decades diligently planning and saving for retirement, and while you know at some level that taxes will be deducted from your monthly retirement income, it’s often a relief to understand the ‘bottom line’ when it comes to your retirement income expectations. During your working years, proactive tax planning is a long term strategic approach to minimizing your tax...
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401(k) plan
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Presidential Election Tax Analysis
Oct 14, 2020
This month’s Financial Planning “Todd Talk” continued with its virtual theme, via Zoom. Our topic was geared towards next month’s presidential election as Todd, joined by Whisman Giordano & Associates President, and Managing Partner, Joseph Giordano, CPA, CGMA, and Director/Tax Department Chair, Lisa DeRose, CPA, CGMA, came together to discuss some of the potential tax implications in the year 2021...
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401(k) plan
Business Planning
Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
Todd Talks
Should You Help Pay For Your Grandchild’s Education?
Sep 15, 2020
Becoming a grandparent is a joyful experience, and the luckiest grandparents are arguably those who live close to their grandchildren. As grandparents, you play an important role in a multigenerational experience, giving your grandkids your presence, wisdom, and sometimes, financial support. Helping grandchildren with college expenses is a great way to invest in their future while easing the burden on...
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Financial Planning
Investments
Retirement Planning
Risk Management
Tax Planning
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