Shomari Hearn reminds taxpayers that effective tax planning is a year-round activity.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Ben Sullivan in AARP Magazine
Ben Sullivan identifies reasons that online banking may not be the best choice for everyone.
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Ben Sullivan in The Street
Ben Sullivan explains why it makes sense for some savers to wait until April to fund their IRAs.
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Rebecca Pavese in U.S. News & World Report
Rebecca Pavese warns against waiting for the “perfect” time to begin investing.
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Laurie Samay in Trulia’s Blog
Laurie Samay highlights potential tax credits for homeowners.
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Eric Meermann in SavingsAccounts.com
Eric Meermann explains why a “backdoor” Roth IRA can benefit many high-income earners.
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Shomari Hearn in Reuters
Shomari Hearn advises taxpayers on how to select a tax professional, even as the filing deadline approaches.
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Eric Meermann and Anthony Criscuolo in The Street
Eric Meermann and Anthony Criscuolo share tips for income tax procrastinators.
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Ben Sullivan in Morningstar
Ben Sullivan discusses the tax consequences of his move from New York to Texas.
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Laurie Samay in The Street
Laurie Samay offers advice on ramping up your retirement savings.
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