If you sold a home in 2024, you may be eligible for certain exclusions or deductions this tax season. In a recent USA TODAY article, Wealth Manager Brian Tullio shared valuable information on how selling a home you inherited may impact your taxes. Click here for the full article.

The purchase of your first home is often the start of a new, exciting, and memorable chapter in life. For first-time homeowners who purchased in 2024, there may be tax advantages available as tax season approaches. Wealth Manager Brian Tullio was featured in a recent USA TODAY article by Andrea Riquier where he shared insight [...]

While some stock fund managers have faced challenges in maintaining value over the last decade, others have consistently outperformed their benchmarks or peer groups. Senior Associate Wealth Manager Daniel Shomper, CFP® offered his thoughts on the managers at Dodge & Cox in a recent article by U.S. News & World Report. “Using a committee structure [...]

Alternative investments such as real estate, art, and venture capital are becoming even more attractive to high-net-worth clients. However, these investments may come with tax complications. Wealth Manager Dina Powers was recently featured in a Financial Advisor Magazine article discussing how alternative investments impact tax filings and what moves clients may need to make to [...]

If you have experienced losses due to a federally declared natural disaster, there may be tax implications to consider. Mark Weiskind, CFP, CPA/PFS (inactive) was featured in this Barron's article discussing how to claim a casualty loss and what steps you might need to take this tax season. Click here for the full article.

Paying your tax bill on time is an essential step in closing out each tax season. The IRS offers several payment methods to keep the process as simple and as easy as possible. Senior Associate Wealth Manager Daniel Shomper, CFP® provided insight on some payment methods, including IRS Direct Pay – one of the easiest [...]