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ESTATE PLANNING WAS NEVER JUST ABOUT TAXES

By Dan Moisand | July 15, 2013

One outcome of the 2013 tax code changes is U.S. citizens can leave up to $5.25 million free of estate taxes if they pass away in 2013. This $5.25 million exemption amount is automatically adjusted for inflation each year. Married couples can leave up to $10.5 million free of estate tax to the next generation.…

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INTEREST RATES UP, BONDS DOWN, NOW WHAT?

By Dan Moisand | June 17, 2013

June 2013 For the last few years, we have heard numerous predictions of large losses for bonds, particularly if interest rates were to rise. In May, the yield on a 10-year U.S. Treasury Bond rose from 1.67% to 2.16%. If the headlines were to be believed, one would think owning bonds meant suffering catastrophic losses…

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FITZGERALD AMONG ORLANDO'S MOST INFLUENTIAL: NEWS & NOTES Spring 2013

By Dan Moisand | May 15, 2013

Making News… The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential, non-elected “Power Brokers”. From time to time, we have noted the work Charlie has done with the Financial Planning Association of Florida to influence lawmakers, such the trip he led to Tallahassee in March. We are happy to see him…

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GIVEN CURRENT CONDITIONS, SHOULD YOU BUY OR SELL STOCKS?

By Dan Moisand | April 18, 2013

The first quarter of 2013 marked the four year anniversary of the low point for the world’s stock markets during the financial crisis and market panic of 2008/2009.  Just a few weeks ago, the Dow Jones Industrial Average closed above 14,000 for the first time since October 12, 2007 and set a new all-time high. …

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Protect yourself against tax fraud and identity theft

By Dan Moisand | March 15, 2013

March 2013 Fraud is much easier to commit when dealing with complex and confusing matters. The American Tax Relief Act of 2012 (ATRA) passed at the eleventh hour of the “fiscal cliff” drama did little to reduce the complexity of our tax code. But confusion with tax changes does not have to result in fraud.…

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TAMAYO TALKS ID THEFT PREVENTION ON WFTV Channel 9: NEWS & NOTES Winter 2013

By Dan Moisand | February 14, 2013

  Making News… Ron Tamayo wrote an informative column on year-end tax planning for the Winter Park/Maitland Observer. Dan Moisand’s monthly Q&A columns for Florida Today covered how the rules for Required Minimum Distributions from IRAs differ from those for Roth IRAs, 401(k)s, 403(b)s and other retirement accounts, the importance of controlling one’s intake of news, and lottery…

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