News

May 7, 2025 How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and More

Tis the season for summer jobs for high school and college kids. These seasonal jobs are more than just an opportunity for teens and college students…

May 1, 2025 Strategic Roth IRA Conversions: Maximizing Retirement Income While Minimizing Taxes

For many high-income earners and those approaching retirement, a Roth IRA conversion represents a strategic financial move that can significantly impact long-term wealth preservation. This approach…

April 1, 2025 Understanding IRS Forms 1099 for Lawsuit Settlements

The Basics of Tax Reporting in Legal Settlements When you collect a settlement for a lawsuit, you'll likely also receive a Form 1099 from the IRS.…

Contact Us

Garden City Office 1475 Franklin Avenue, Garden City, NY 11530 (516) 874-8800

West Palm Beach Office 777 S. Flagler Drive, East Tower, Suite 225
West Palm Beach, FL 33401 (561) 567-7900

Seattle Office Affiliated Office: Seattle, WA (206) 275-4600