Blog Archives

3 Things We Learned From Hurricane Sandy

  Hurricane Sandy has left its devastation.


Tagged with: , , , , , , , , , , ,

4 Reasons to do a Roth Conversion

  A Roth Conversion is when funds are taken out of an IRA and converted into a Roth IRA. This conversion results in taxable income. Here are 4 Reasons to do a Roth Conversion:


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

How to Maximize Your Annual Gifts and Minimize Your Estate Taxes

Annual Exclusion Taxpayers are allowed to gift up to $13,000 per year to an unlimited number of people without having to file a gift tax return or pay a gift tax. If the amount goes over $13,000 to any one


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , ,

Thomas Scanlon,CPA,CFP® Quoted in Patch.com

  On July 5, 2011, Thomas Scanlon,CPA,CFP ® was quoted on “Moody’s Outlook Negative on State’s Long-Term Debt”. To read the article, please click here: Moody’s Outlook


Tagged with: , , , , , , , , , , , , , ,