COVID-19 Distribution Tax Forms!!!
If you took a COVID distribution from a retirement account, IRA, 401(K), in 2020, you will have to report it on your taxes. Here are the special tax forms that you will need to report your COVID distribution. DISCLOSURE: This is for…
The GameStop Surge: 5 Investment Lessons
In this video, we will be explaining what is driving the price surge in GameStop, AMC, and other companies in the markets. More importantly there are 5 very important investment lessons that investors can learn from the recent GameStop anomaly that we will present in the video.
At What Age Does A Child Have To File A Tax Return?
When your children begin working and they receive their first W2, the question from parents is often “Do they have to file a tax return?” In this video we will cover
Will Moving From New York to Florida In Retirement Save You Taxes?
I am getting the question much more frequently from clients - "When I retire, does it make sense from a tax standpoint to change my residency from New York to Florida?". When I explain how the taxes work
When You Make Cash Gifts To Your Children, Who Pays The Tax?
A very common question that we frequently receive from clients is “If I want to make a cash gift to my kids, do I have to pay gift taxes?” The answer to that question depends on number of items such as: The amount of the gift
The U.S. Government Debt Crisis Is Almost Here
With the massive amount of money that has been printed by the U.S. Government this year, a U.S. government debt crisis is looming. In this video we will walk you through:
How The COVID Second Wave Will Impact The Stock Market
As COVID-19 cases continue to rise in the United States, it has left investors wondering what impact this could have for the stock market in coming months. In this article we are going to review
The Process of Selling A Business - Pitfalls To Avoid
For business owners, selling the business is often the single most important financial transaction in their lifetime. Since this is such an important event, we created a video series that will guide business owners through the
