INSIGHTS

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

When using qualified charitable distributions to fund charitable gift annuities, it’s important to plan carefully to maximize tax benefits. Wealth Manager Brian Tullio provided insight on funding CGAs with QCDs in a recent Financial Advisor Magazine article. “Once a donor funds a CGA with a QCD, whatever the [...]