Hear Emily Petty and Matt Bellomo discuss tax planning issues for retirees. Our checklist highlights things you may not have considered that can have a tax impact, planning opportunities, tax saving tips, and more. From investment income and capital gains tax to deducting medical expenses, our quick … [Read more...]
Video: Tax Planning Issues for Retirees
Video: Tax Planning Issues for the Working
Hear Emily Petty and Matt Bellomo discuss tax planning issues for those who are working. Our checklist highlights things you may not have considered that can have a tax impact, planning opportunities, tax saving tips, and more. From family and filing issues to state-specific issues, our quick video … [Read more...]
Recorded Webinar: Charitable Year-End Considerations
Have questions about tax law changes impacting charitable contributions? Key Conversations: Tax-Smart Charitable Giving Strategies Qualified Charitable Distributions (QCDs) Donor-Advised Funds Presenters: Darrell Tierney, CFP® CPA Matt Bellomo, CPA … [Read more...]
Recorded Webinar: Open Enrollment Time!
Have questions about enrolling for health insurance and other employer/employee benefits? Key Conversations: Options that may be available to employers/employees Health insurance options Health Savings Accounts (HSAs) Life & disability insurance options Dependent Care Flexible … [Read more...]
Recorded Webinar: How Might the November Election Affect My Portfolio and Financial Plan?
The November election will take place during a global pandemic, and a recessionary economy. What was discussed during this webinar: • Are there wealth management plan changes that should be considered now and in the coming months? • Are there tax planning moves I should consider? • Is it … [Read more...]