Rebecca Pavese and Paul Jacobs identify year-end strategies for minimizing next year’s income tax bill.
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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:
Shomari Hearn in South Florida Business Journal
Shomari Hearn describes the new “stealth” taxes facing certain taxpayers in 2013, as well as strategies for reducing the resulting tax burden.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan tackles several common financial myths.
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Ben Sullivan in Physician’s Money Digest
Ben Sullivan makes the case for prenuptial agreements as a sensible, if unromantic, part of financial planning.
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Paul Jacobs in Kiplinger
Paul Jacobs answers common questions about converting a traditional IRA to a Roth IRA.
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ReKeithen Miller in DepositAccounts.com
ReKeithen Miller suggests techniques to help protect loved ones from fraud.
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Anthony Criscuolo in DepositAccounts.com
Anthony Criscuolo encourages retirement savers to factor in the costs of personal services such as in-home medical care and housekeeping.
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Ben Sullivan in Bankrate
Ben Sullivan outlines provisions that couples, especially those over 50, should consider when drafting a prenuptial agreement.
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Shomari Hearn in Financial Planning
Shomari Hearn recommends not solely focusing on healthcare when selecting employee benefits this open enrollment season.
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Eric Meermann in MainStreet
Eric Meermann explains why a $100,000 income doesn’t go as far as it used to.
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