Posts by Brandon Dante
TAX STRATEGIES – In case you missed it!
While some of you may still have not heard of this part of the tax bill, we continue to help our clients navigate their way through it. The 2022-2023 Appropriations Bill (also known as the Omnibus) was released, and it includes a major overhaul called Secure 2.0. This overhaul will bring some substantial changes to…
Read MoreSecure Act 2.0: Rethinking Your Retirement
The Secure Act 2.0 is a new piece of legislation that builds upon the original Secure Act of 2019. The changes make it easier for individuals to save for retirement, as well as providing incentives for employers to offer retirement plans. It increases the amount of tax credits available to employers who offer retirement plans…
Read MoreMaking of a Successful Team Environment
Complementary Strengths in Teamwork & Collaboration Aligning yourself with people whose strengths offset for your weaknesses is a great way to improve your overall effectiveness and productivity. It is important to recognize your own weaknesses and understand how they can be compensated by the strengths of others. A successful team is composed of individuals with…
Read MoreStartups, New Companies & Business Restructuring
You might have a new venture you are beginning, or you have determined this is the right time to restructure your current business, the choices you make will ultimately improve your financial situation or diminish it. You need a trusted advisor that listens to your needs throughout the entire process as well as offering the…
Read MoreWhat Should You Know About Wealth Management?
Wealth management is the process of managing an individual’s or a family’s financial assets and affairs, with the goal of achieving their financial objectives. The services provided by a wealth manager can include financial planning, investment management, tax planning, estate planning, and risk management, among others. A wealth manager typically works with high-net-worth individuals and…
Read MoreWhat is Tax Planning & Financial Advising?
Tax planning and advising is an important aspect of financial planning that helps individuals and businesses minimize their tax liability. A good tax advisor should have a thorough understanding of tax laws and regulations and be able to provide expert advice on how to legally reduce your tax burden. Tax planning involves looking at your…
Read MoreWhat’s The Best Investment Strategies For You?
There are many investment strategies available, and which one is best for you depends on your individual financial situation and goals. Some popular strategies include: Dollar-cost averaging: Investing a fixed amount of money at regular intervals, regardless of the price of the investment. This can help to reduce the impact of market volatility on your…
Read MoreTax Preparers vs. Tax Planners
Tax preparers and tax planners are both professionals who work with individuals or businesses to help them manage their tax obligations and potentially save money on their taxes. However, they serve different roles and have different responsibilities. Tax preparers are responsible for completing and filing tax returns on behalf of their clients. They gather the…
Read MoreDid Your Tax Advisor Ruin Your 2022?
It’s January, it’s a new year! The month of January is named after the Roman god Janus. In Roman mythology, Janus is the god of beginnings, gates, transitions, time, duality, doorways, passages, and endings. He is usually depicted as having two faces, one looking to the future and the other to the past. When you…
Read MoreWhat is the 179D Tax Deduction?
This is great news for commercial building owners and design firms. Taxpayers who began construction before January 1, 2023 may apply the reference standard 90.1-2007 regardless of when the building is placed in service. IRS Announcement regarding 179D tax deduction referenced to the ASHRAE baseline reference standard For 2023, 179D nearly triples tax Incentives, lowers…
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