Planning, Taxes

DOMA Decision and Federal Tax Impact on Same Sex Married Couples

by Richard S. Schwartz CPA. CVA NOTE: On August 29th,the IRS announced that all legal same-sex marriages will be recognized for federal tax purposes. In June 2013, the US Supreme Court overturned Section 3 of the Defense of Marriage Act (DOMA), which defined a marriage as a union between a man and a woman for… Continue reading DOMA Decision and Federal Tax Impact on Same Sex Married Couples

Uncategorized

Free Webinar Link: Recent Tax Law Changes and Retirement Planning

Check out Rick Schwartz's webinar "Recent Tax Law Changes and Basic Financial Planning". http://www.screencast.com/t/Huco7W8LOl Are you looking for a recap of the 2013 tax law changes and how they’ll impact you? Do you need help navigating your retirement planning options for 2013? If so, this webinar is for you! Learn what tax changes are coming… Continue reading Free Webinar Link: Recent Tax Law Changes and Retirement Planning

Events

Don’t miss it – Jan. 19 event

Are you in the Boston area on Thursday Jan. 19? If so, you won't want to miss our 14th annual Tax and Financial Planning Seminar at the Brookline Holiday Inn. Highlights this year include: - Game Plan for College: Admissions, Financial Aid and Funding Strategies, with Todd Fothergill, Strategies for College, Inc. - Getting the… Continue reading Don’t miss it – Jan. 19 event