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What you do makes the difference
What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior…
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How to make a lot of money in the financial markets – fast!
The lure of making a quick buck playing the markets is strong and has been tempting people for centuries. From the irrational prices and speculative…
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What does the recent stimulus package include?
What does the recent stimulus package include? The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA) aka “Coronavirus Stimulus 2.0” passed Congress…
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Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager Will manage tax department of Orlando financial planning firm Orlando, February 10,…
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Why 2020 was remarkable, yet normal
Why 2020 was remarkable, yet normal 2020 was a year we will long remember for its remarkable events. We were affected by a global pandemic,…
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Tax planning for a Joe Biden presidency
Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code…
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Can Social Security be fixed?
Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to…
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Tax-smart charitable giving
Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We love the opportunity to help clients reach their philanthropic goals…
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How can I protect my portfolio from a post-election drop in stocks?
How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately,…
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How the SECURE Act affects retirement accounts
How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act)…
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What to expect in a stock market recovery
What to expect in a stock market recovery There is an adage in sports, “Pressure is something you feel when you are not prepared.” While…
