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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…
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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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Six misconceptions about the deficit and national debt
Six misconceptions about the deficit and national debt As we head toward the election, one topic that is sure to feature prominently is America’s annual…
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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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Non-financial questions to consider before retirement
Non-financial questions to consider before retirement The decision to retire is clearly predicated on one’s financial situation. We’ve been helping people retire for a few…
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The election and your investments
The election and your investments The season many in our county dread is upon us. Even though most often no damage will occur, it’s hard…
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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…
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Most Common Investing Mistakes
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose…
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Important tax changes for 2024
Important tax changes for 2024 Every year, there are changes to laws that affect our taxes. In our January newsletter, we outlined the new 2024…
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How can I get my tax information to my preparer securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional…