News & Articles

Now that the fiscal cliff has been averted — at least temporarily – there is widespread confusion about the effect on estate planning of the 11th hour tax law passed by the Senate on New Year’s Eve, and by the House of Representatives one day l… Read More

The American Taxpayer Relief Act extended the tax credit through 2013, making it retroactive to Jan. 1, 2012. So it applies to projects you did last year as well as those you take on this year. The Fiscal Cliff deal seems to have something for everyo… Read More

The new rules basically let you convert everything in a traditional 401(k), including pre-tax salary deferrals, at any age, into a Roth 401(k). “They’re opening up in a major way the assets you hold that can be converted,” says Ed Ferrigno, vic… Read More

They didn't get what they wanted …. But they got what they needed. Is it true that for a real compromise to take place, everyone has to walk away a bit unhappy? If so, then the American Taxpayer Relief Act passed by Congress was the truest of… Read More

The current commotion in Washington regarding the fiscal cliff (and the estate and gift taxes) may not particularly interest you. However, while these discussions generally only affect the extremely wealthy, don’t be deceived. You still need an est… Read More

One could only imagine what George Jefferson — the wise-cracking character who was “movin’ on up” on the 1970′s TV hit, The Jeffersons — would have said about this predicament.  The body of actor Sherman Hemsley, who played George Je… Read More

Medicare processed 906 billion outpatient insurance claims in 2010 – and refused to pay 10 percent of them. But if you're a senior on Medicare with a denied claim, your odds of turning that around are surprisingly good if you appeal. Few t… Read More

As the tax year draws to a close and the holidays evoke feelings of goodwill, nonprofits count on getting the lion's share of donations during this crucial fourth quarter. While unemployment stats in recent months have been better than expected,… Read More