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3 tax code changes affecting year-end planning in 2025
3 tax code changes affecting year-end planning in 2025 There are many tax code changes in the One Big Beautiful Bill Act of 2025 (OBBBA).…
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Why tax advice is more valuable than tax planning
Why tax advice is more valuable than tax planning Most financial advisors at most firms provide some level of tax planning. Afterall, it is impossible…
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Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA)
Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA): What’s Staying, What’s Going, and What’s Brand New As we are sure you…
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How to be a more resilient investor
How to be a more resilient investor You’ve heard us say it many times. When it comes to being a successful long-term investor, it is…
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What is the difference between qualified dividends and ordinary dividends?
Taxes rates differ between qualified dividends and ordinary dividends A reader of one of Dan’s MarketWatch columns asked why there were two kinds of dividends on his…
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Changes to Social Security: What’s true, what’s false and what to expect
Changes to Social Security: What’s true, what’s false and what to expect Changes to Social Security are a favorite topic of the rumor mill and…
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Why financial news intake can hurt your portfolio – if you let it!
Why financial news intake can hurt your portfolio – if you let it! In one of Dan Moisand’s recent MarketWatch columns, he was asked what…
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How can I avoid interest and penalties on my taxes?
How can I avoid interest and penalties on my taxes? Filing a tax return will reconcile what we paid toward our tax liability during the…
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Understanding some aftereffects from the 2024 storms
Understanding some aftereffects from the 2024 storms. 2024 saw three named storms hit Florida and cause damage throughout the Southeast. Parts of the west coast…
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How will taxes change after the election?
How will taxes change after the election? Finally, the election is over! The Republican party won most seats in both the Senate and the House…
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Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes, again Orlando,…
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What are the new rules about how real estate agents get paid?
What are the new rules about how real estate agents get paid? While both buyers and sellers typically use real estate agents, traditionally, only sellers…
