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Happy Birthday S&P 500 Index!
Happy Birthday S&P 500 Index! 2025 marked the 100th year of the S&P 500 index. The original index tracked 90 stocks but was expanded to…
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Key things to know about filing your 2025 tax return
Key things to know about filing your 2025 Tax Return Text version of video: Welcome everyone. My name is Dan Moisand. I have with me…
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What’s new in 2026?
What’s new in 2026? Plenty! We’ll start with a couple of changes that were created in recent tax legislation. As always our tax advisors are…
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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 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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Will higher taxes hurt stocks?
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the…
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What is gain harvesting?
What is gain harvesting? “Gain harvesting” refers to the practice of selling a holding for a gain in a taxable account, triggering a taxable event,…
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When does the 60-day period for IRA rollovers start?
When does the 60-day period for IRA rollovers start? Today’s question comes from Mike in Celebration, FL. “I want to do a rollover from one…
