Category: News – You Need To Know…

In June 2013, the Supreme Court invalidated Section 3 of the Defense of Marriage Act (DOMA), which had barred the federal government from recognizing same-sex marriages for purposes of federal law. As a follow up to the decision, the Internal Revenue Service announced that it would apply a “state of…

After Easter, many of us should focus on our own Golden Egg as part of the IRS tax filing deadline. April 15th is the date for making tax-deductible contributions to your IRA account, along with other critical financial filings. This has become more important due to the 2013 tax rate…

Part of our process involves coordinating strategic tax planning with tax professionals especially at year end. As part of our ongoing commitment to our clients, we wanted to share some timely tax tips that might be worth discussing with your accountant or one of our wealth advisors. Click Here To…

It seems that every week we hear instances where large corporations are being hacked which often results in a breach of client’s identity and financial security.  Unfortunately, these events are real and pose potentially serious threats.  Our firm takes many steps to secure client information and we feel it is…