The option of portability when planning your estate could make a substantial difference come tax time, especially with today’s generous estate and gift tax exemption amounts. Should you consider this […]
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If you work in a traditional job, managing your finances and taxes can be relatively easy. You collect your W-2, write off a few deductions, and you’re done. Your retirement […]
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With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be subject to federal gift taxes. However, that doesn’t mean you won’t have to […]
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While the year started out with some uncertainty about potential tax law changes, very few of the proposed policies that may have impacted high income taxpayers were enacted. The Inflation […]
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It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season, preparing budgets for next year, and of course, planning year-end tax strategies. Year-end […]
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Donor-advised funds (DAFs) have been on the up-tick over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led to nearly double […]
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Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your […]
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5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement […]
Read MoreCleaning out closets? Making room for new school clothes? Did you know keeping records of charitable contributions (clothing, art, vehicles, etc.) can benefit your tax deductions? Want to know how? […]
Read MoreI am most excited for the 2013 tax filing season as for the first time we will be able to file joint tax returns for our same-sex couples who are […]
Read MoreThe Internet Sales Tax, otherwise known as “The Marketplace Fairness Act”, has passed the Senate and now moves on to the House. There is a real chance this tax will […]
Read MoreHi folks it’s mid-March and those of us who have a tax practice are in full tax season mode right now. I do love this time of year as my […]
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Since their inception in 1996, 529 plans have long been regarded as a valuable college savings vehicle,...
NEWBURYPORT, MA – Stu Steinberg, CFP, CPA, MBA, owner and CEO of Eaglerock Wealth Management, a local...
Physicians have a lot going on financially. Between a truncated career as a result of lengthy education,...
The option of portability when planning your estate could make a substantial difference come tax time, especially...
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you...
If you work in a traditional job, managing your finances and taxes can be relatively easy. You...
