Should I Consider Combining Long-Term Care and Life Insurance?

We have an aging population. It’s not uncommon for people to spend more than a third of their lives in retirement. You work hard and save money so you can enjoy those years and pass something down to your children. But what happens if you get sick for a long period of time? Most health […]

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Why a Levy Should Never (Ever) Be Ignored

In a previous post, we discussed liens, the different types, and what to do if you have a lien against your property. A lien is a legal claim placed on a property that you own or use, such as your home or car. A creditor may file for a lien so they can take possession […]

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8 Common but Preventable Tax Filing Mistakes Made by Individuals

The IRS doesn’t like mistakes. Neither should you. Mistakes translate to a longer processing time for your tax filing. Mistakes could mean a delay in a refund. Even worse, mistakes could result in an audit, which takes time and money to respond to and manage. Depending on the nature of your mistake, you could face […]

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What Should Your Company Do When Cash Gets Tight?

Every business goes through ups and downs. Many have mechanisms and safeguards in place to compensate for the “downs.” However, even the best-laid plans sometimes don’t pan out due to unpredictable events, and the result can be a temporary cash shortfall. Some businesses get dangerously close to the point at which they won’t be able […]

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Authorities Report Spike in IRS Scams and Ransomware Incidents

The Internal Revenue Service (IRS) continues to issue warnings about criminals who pose as the IRS and attempt to get people to send money, often using intimidation tactics to get what they want. They gather publicly available information from social media and other sources, and use that information to identify vulnerabilities. For example, the elderly, […]

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IRS WARNS OF FORM W – 2 SCAM THAT TARGETS PAYROLL & HUMAN RESOURCES DEPARTMENTS

IR 2017-10 For the second year in a row, IRS has issued a warning about an e-mail scam that uses a corporate officer’s name to request W-2 forms from company payroll or human resources departments. IRS has received new notifications that this e-mail scam is making its way across the nation for a second time. […]

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What You Need to Know About New Jersey Tax Law Changes

Beginning January 1, 2017, New Jersey made some changes to its tax laws. Below are some of the key changes so you can understand their impact on you in the coming years. Sales Tax By now most of you have heard that NJ lowered its sales tax rates as part of the compromise to get […]

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PA/NJ Reciprocal Tax Agreement Isn’t Going Anywhere

For nearly 40 years, the Pennsylvania/New Jersey Reciprocal Income Tax Agreement has made it possible for residents of New Jersey to work in Pennsylvania but only pay income tax to the state of New Jersey, and vice versa. Pennsylvania companies only withhold New Jersey income tax for New Jersey residents and report it to New […]

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Professionals and Executives

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Professionals and Executives

Business Owners

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Business Owners

Retired and High Net Worth Individuals

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Retired and High Net Worth Individuals