Tax Preparation, Insurance, Payroll, Medicare and Business Advisement in Jamestown NY
Things you need to know when changing your name or address People change their names for any number of reasons. You might be taking your spouse’s surname after getting married, or you might be going back to your maiden name after getting divorced. … [Read more...] about Getting Married or Divorced
A tax-free way to help your favorite cause Normally, money distributed from an Individual Retirement Account (IRA) is taxable. However, if the funds are donated directly to charity, the distribution is completely tax-free. This is a significant … [Read more...] about Using an IRA to Make Charitable Contributions
Benjamin Franklin paraphrased Christopher Bullock when he wrote, “in this world, nothing can be said to be certain except death and taxes.” Estate planning is the crossroads of those two things. Because of that, you may not want to think about it. … [Read more...] about Estate Planning Checkup
Qualified Tuition Plans Provide Options Many of you are already aware that contributing to a qualified tuition plan, commonly referred to as a 529 plan, can be a tax-free way to save for your child’s college education. But did you know that the … [Read more...] about Saving for College
It may not be something you like to think about, but it’s important to perform a checkup on your estate plan every few years. Here’s a quick primer on the documents you might find in a typical estate plan and how they can help you prepare for the … [Read more...] about Estate Planning 101
I recently viewed a PBS special on the The Crash of 1929 and heard the story of Dorothy Livermore. I had never heard this story before and thought it was worth retelling. In the 1920’s it was very easy to make money in the stock market, lots … [Read more...] about Dorothy Livermore
