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Making sense of the new tax laws
Making Sense of the New Tax Laws That’s right “laws.” Plural. A bill was passed last fall (and largely overlooked in the media) which…
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Pros and cons of 529 college savings plans
Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common…
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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…
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How 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…
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What 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…
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We 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. •…
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How 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…
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Why 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…
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Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again
Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations FOR IMMEDIATE RELEASE June 27, 2017 (Orlando, FL) – The Financial…
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How to avoid gift taxes
How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member…
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Are ETFs any good?
Exchange Traded Funds (ETFs) receive a lot of coverage from the press covering markets but are ETFs any good? Making News… We frequently produce Q&A…
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Assessing the “Trump Bump” – What to Do Now
Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot.…