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NY Public Library SIBL Presentation Nov 3rd

New York Public Library, SIBL My presentation covers the Questions You Didn’t Get to Ask Your Tax Guy. These are the questions that weren’t answered during tax season because everyone was too busy. However, they are important questions and you should know the answers. Also, the presentation will address several federal and NY planning ideas based on changes […]

NYU Financial Fitness Day

13th Annual Financial Fitness Workshop My topic for this year’s presentation is Questions You Didn’t Get to Ask Your Tax Guy. These are the questions that weren’t answered during tax season because everyone was too busy. However, they are important questions and you should know the answers. Also, the presentation will address several federal and […]

2015-16 Tax and Planning. Do this now!

Things to do before December 31, 2015 Take the Required Minimum Distribution if > 70 ½ years old Contribute to a 529 Qualified Tuition Plan Monitor mutual fund’s capital gains distributions; they could be surprisingly large this year Sell investments with losses to offset capital gains distributions from mutual funds Make charitable donations with investments […]