News & Posts...
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 market declines. The basic characteristics of their experiences are consistent, with differing degrees of fearfulness, anxiety, confusion, or other unpleasantness expressed. Each one of us was affected by COVID-19 in…Read More
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 frenzy over tulips in 17th century Holland to day trading tech stocks in the late 90’s, the temptation to speculate is irresistible to some people. It seems relatively harmless. When…Read More
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 on December 21, 2020, as part of the 5,000+ page Consolidated Appropriations Act of 2021. It extends and amends various expiring tax provisions and has a number of provisions that…Read More
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, 2021 – Moisand Fitzgerald Tamayo, LLC (MFT) announced today the appointment of Kevin McDermott, CPA to the position of Tax Manager. McDermott will join a team that prepares and files…Read More
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, a hard shut down of the economy, civil unrest, and one of the more emotionally charged elections in memory. From our investment management perspective, however, 2020 did not present anything…Read More
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 and how that may affect financial markets, as well as our clients’ specific financial situations and tax planning. With the results of the Senate still to be determined, uncertainty reigns.…Read More