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Moisand Fitzgerald Tamayo, LLC

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Pros and cons of 529 college savings plans

By Dan Moisand | December 14, 2017

  Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common goals of families we serve. There are several ways to fund this effort, but one of the most popular is a Section 529 College Savings Plan. 529 plans are named…

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How can I do tax planning when the tax code is about to change?

By Dan Moisand | November 15, 2017

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 might also enjoy these tax related posts for year-end planning: Year-end financial planning An outline of the basic strategy mentioned in the video above. Should you donate shares or cash? For the…

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How to prepare for the next financial storm

By Dan Moisand | October 12, 2017

  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 experienced hurricanes many times before, we know what to expect and how to prepare. A week before the storm, we start to pay close attention to the “cone of uncertainty”…

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What to do about the Equifax data breach and Irma-related tax relief

By Dan Moisand | September 14, 2017

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 Americans. Equifax is one of four credit reporting agencies which collect and report information about your bill payment history, current debt, known addresses and other financial information. Apparently, hackers accessed…

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We have a job opening in our Orlando office

By Dan Moisand | August 23, 2017

Client Service Manager/Receptionist • Provide customer service support and serve as a point of contact for wealth management clients of a financial planning firm. • Process and oversee all aspects of client relationship: opening accounts, account maintenance, requests for funds, and account transfers/rollovers and maintain client contact database. • Direct incoming phone calls and greet/assist…

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How is the sale of a house taxed?

By Dan Moisand | August 16, 2017

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 for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and others. Here is a sampling from the last three months. How an investment loss reduces…

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