Posts by Dan Moisand
How can I do tax planning when the tax code is about to change?
With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax planning when the tax code is about to change?” You might also enjoy these tax related posts for year-end planning: Year-end financial planning An outline of the basic strategy mentioned in the video above. Should you donate shares or cash? For the…
Read MoreHow to prepare for the next financial storm
With hurricane Irma in the rear-view mirror, it is once again clear there is value in being prepared for rough times. And since we’ve experienced hurricanes many times before, we know what to expect and how to prepare. A week before the storm, we start to pay close attention to the “cone of uncertainty”…
Read MoreWhat to do about the Equifax data breach and Irma-related tax relief
What to do about the Equifax data breach While many of us were dealing with hurricane Irma, Equifax had its own disaster affecting 143 million Americans. Equifax is one of four credit reporting agencies which collect and report information about your bill payment history, current debt, known addresses and other financial information. Apparently, hackers accessed…
Read MoreWe have a job opening in our Orlando office
Client Service Manager/Receptionist • Provide customer service support and serve as a point of contact for wealth management clients of a financial planning firm. • Process and oversee all aspects of client relationship: opening accounts, account maintenance, requests for funds, and account transfers/rollovers and maintain client contact database. • Direct incoming phone calls and greet/assist…
Read MoreHow is the sale of a house taxed?
Most people own more than one home during their lives. How is the sale of a house taxed? Making News… We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and others. Here is a sampling from the last three months. How an investment loss reduces…
Read MoreWhy many investment managers deliver poor results
Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the Financial Times has named Moisand Fitzgerald Tamayo, LLC as one of America’s top 300 independent Registered Investment Advisor firms. We take pride in the quality of our team and find…
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