Broker Check
  

Articles & Reports

Whether it’s ideas from the industry, emerging trends or latest tax strategies and updates you can read about it here. So keep checking in. We’re glad to have you reading along. If you'd like to be featured as a guest author we are happy to do so on our page and newsletter. Reach out to our office here to do so.

 

Tuesday, September 24, 2019

If you’ve turned on the news recently, or have followed any of the recent political debates, there’s a 100% likelihood you’ve heard about the exorbitant costs of health care. Depending on who you’re watching or...

 

Tuesday, September 17, 2019

Captive insurance is often thought to be a tool only available to Fortune 500 Companies, but the reality is it can help many businesses in a broad spectrum of industries and a broad spectrum of size. While the guidelines below...

 

Monday, July 22, 2019

Despite the states of New York, New Jersey and California containing one of the financial capitals of the world (New York City), and the first and second largest cities for venture capital, they are consistently rated by several...

 

Thursday, June 20, 2019

I have had the privilege to build a career and successful business, based on my belief that most, if not all, individuals and businesses pay entirely too much in taxes. I work with individuals and businesses to help them pay as little...

 

Monday, May 27, 2019

The Tax Cuts and Jobs Act (TCJA) has created some changes to the tax code, much of which are beneficial for businesses. One of those changes is IRC Provision 11011 Section 199A. This provision allows eligible taxpayers a deduction of...

 

Show All

Tuesday, May 7, 2019

The on-demand economy (ODE) has made many products and services available at more competitive prices for anything ranging from groceries to legal services. It has also created new skilled jobs and forced many millennials into the...

 

Thursday, April 25, 2019

If I told you there is a way that to reduce the amount of FICA and payroll taxes your business pays, increase employee benefits, and doing so would have no effect on any employees’ net pay; you might say I’m crazy. Well, my...

 

Tuesday, April 2, 2019

If you could remove up to 99% of capital gains on highly appreciated assets, reduce your Adjusted Gross Income (AGI) or taxable income by 50% for 6 years, and create a tax-free income stream from that donated asset, you might say...

 

Sunday, March 17, 2019

In my original article covering the Tax Cuts and Jobs Act (TCJA), I predicted the bill “will benefit most Americans.” I was so spot on with this prediction that even my ex-wife said I was right. According to NPR and the Tax...

 

Tuesday, February 26, 2019

A 412(e)3 plan, also commonly referred to as a Fully Insured Defined Benefit Plan, or sometimes a Pension Plan, is one commonly overlooked tax benefit for businesses and business owners. Eligible businesses for this plan are; Sole...

 

Monday, February 18, 2019

Jason Bovell, CPA is our featured guest author this month. You can see the original post on his website here. In the beginning of 2018, new tax reforms prompted changes to many business operations. The details of how it impacts...

 

Monday, January 7, 2019

The year ended with bonds flat, 71% of all global stocks in a bear market and the S&P 500 Index posting its worst December monthly return since 1931, ending a streak of nine consecutive years of positive annual total returns. That said...

 

Tuesday, November 13, 2018

If you, your clients or people you work with are real estate investors, there is a high likelihood that you’ve heard of a 1031 Exchange. If you have paid attention to the process, you have probably learned that 1031 Exchanges are...

 

Wednesday, October 24, 2018

Periods of Market Volatility October 23, 2018 Strong economic growth continued in the third quarter, signaling a continued bull market in stocks and future rate hikes from the Fed. The Fed is following the economy in setting policy....

 

Tuesday, October 16, 2018

If you’re a tax professional, CFO, HR professional, or a business owner you’ve probably heard of “Section 125 Plans” which are also often referred to as “cafeteria plans.” While most of these plans...

 

Wednesday, August 22, 2018

Each month I write the O'Leary Market Report to highlight the real estate news here in NYC. We are a little less than two weeks away from Labor Day weekend. The fall is around the corner, but there is still some time to get outdoors...

 

Monday, August 6, 2018

This is NOT a political piece, and it in no way endorses or supports any political candidates. I am registered as an independent, and I did not vote for either of the primary candidates in the 2016 election. I will not respond to any...

 

Monday, January 29, 2018

If you follow the same “experts” I do regarding the market, then you’re probably hearing the same mixed reviews I am. Half of the experts are saying, “we’re running up to our 10th year of a bull market,...

 

Wednesday, May 10, 2017

One of the many questions we get as advisors is “what’s better; a traditional or Roth IRA?” The answer is: they both have their benefits. Let’s first analyze how they both work and if you qualify. Note that the...

 

Tuesday, November 15, 2016

One of the most common conversations I have with clients is about their biggest “investment.” Nine times out of ten times, they are talking about their home. When I have this conversation with clients I normally try to help...

 

Wednesday, November 9, 2016

09 November 2016 Donald Trump won the presidency. What can we expect from the investment economy? All companies should do well from small cap value to large cap growth. This will occur by the proposed cutting of the corporate tax rate...