Shomari Hearn describes a variety of income tax strategies for the short and long term.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Melinda Kibler in Forbes
Melinda Kibler offers advice for starting over after getting off on the wrong foot financially.
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Paul Jacobs in Financial Planning
Paul Jacobs discusses the potential risks and rewards of investing in private placements.
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Melinda Kibler in Minyanville
Melinda Kibler reminds taxpayers of the multiple benefits of investing income tax refunds in retirement accounts.
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David Walters in Money
David Walters answers a question about the tax consequences of selling a stock position over two years.
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Paul Jacobs in The Wall Street Journal
Paul Jacobs reminds investors that the gap between an artwork’s value to its owner and to others – including the IRS – can lead to trouble in estate planning.
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Paul Jacobs in Reuters
Paul Jacobs cautions that following Warren Buffet’s latest advice may leave many investors underexposed to foreign equities.
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Anthony Criscuolo in ExpertBeacon
Anthony Criscuolo reviews the dos and don’ts of passing your estate’s assets outside of probate.
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Ben Sullivan in Newsday
Ben Sullivan warns of the dangers of underestimating retirement expenses.
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Paul Jacobs in DepositAccounts.com
Paul Jacobs discusses misperceptions regarding life insurance.
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