Financial Strategies For Your Future
For more than 25 years, we have helped Pennsylvania, New York and New Jersey clients grow their businesses, manage their taxes, and pursue financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
January 5, 2021 ( STIMULUS PAYMENT UPDATE )
The second round of stimulus was released starting this past weekend. If you would like to know more about the status of your stimulus or would like to change the delivery method [change of address or direct deposit] please visit the irs.gov website and click "Get my Economic Impact Payment". You can also call in the dedicated stimulus phone line at 1-800-919-9835
June 29, 2020 ( STIMULUS PAYMENT UPDATE )
The first stimulus checks have mostly gone out. You can check the status of your stimulus check at irs.gov or call their dedicted stimulus phone line at 1-800-919-9835.
Rumors as to a second stimulus check are still just that, rumors. Congress has NOT YET PASSED a stimulus bill that includes more payments to taxpayers.
We will keep you updated on this site as we become aware of changes.
Newsletters
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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.