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10 Year-End Tax Strategies

by William Baldwin Forbes Staff November 1, 2013 You've got two months left for tax tricks. The objective is to either lower your taxable income or push it into lower brackets. One item on my list has to do with lowering estate taxes. There are two ways to reduce your taxable income: increase your itemized deductions or reduce your adjusted gross income. A lowering of AGI is more powerful because the AGI is used to figure all kinds of benefits, like college tax ... Read more

Read The November 2013 issue of The Wealth Architect

November is the month that the trees grow bare; we drag out down-filled coats, scarves, gloves and mittens, and know that the “holiday season” has truly begun with Thanksgiving Day on November 28th.  2013 marks a tragic anniversary in the history of the United States: It’s been 50 years since the assassination of President John F. Kennedy. Depending on your age, there will no doubt be the sharing of stories of where you were on that fateful Friday, November 22nd, ... Read more

Read the November 2013 Client Information Bulletin

Read the November 2013 Client Information Bulletin featuring: Seven Year-end Tax Moves for Individuals Five Year-end Tax Moves for Small Businesses DOMA Repeal Affects Employee Benefits Do Business People Like You? Facts and Figures   Read more

Employees really want to use their personal devices at work

October 21, 2013 Banning personal devices at work might safeguard sensitive networks, but new research shows younger employees increasingly circumvent the rules. By Clay Dillow FORTUNE -- It's difficult enough to keep a sprawling company IT network safe from external threats, but as younger generations that grew up in the always-connected Internet age continue to move into the workforce, it's growing increasingly difficult to protect it from threats within. A new 20-country survey by network security firm Fortinet shows that among employees ... Read more

D.C.’s showdown hits Treasury-bill yield, economic confidence

The yield on 1-month Treasury bills dropped this week once U.S. lawmakers decided to pay the country's bills, reopen the government and send hundreds of thousands of federal workers back to the office. Yields /quotes/zigman/4868265/delayed 1_MONTH -67.21%  had jolted higher during the extended debates in Washington, with investors’ confidence shaken on whether elected officials would lift the debt ceiling in time. Congress finally approved a deal, but not before Fitch Ratings put the U.S. AAA credit rating on negative watch. ... Read more

14 Things Successful People Do On Weekends

Spencer Rascoff is only 37. Yet, the Harvard grad and father of three has already accomplished so much. He co-founded Hotwire.com and served as a VP for Expedia; he held the roles of CFO, vice president of marketing and COO at Zillow; and in 2008, Rascoff was promoted to chief executive of the popular real estate information site. Wondering how the Zillow CEO has achieved and maintained his success? His weekend routine has something to do with it. “My weekends are an ... Read more

Read The October 2013 issue of The Wealth Architect

Read The October 2013 issue of The Wealth Architect. In this month's issue: Plan Now for a Year-End Investment Review Show Them the Love: Low-Cost, High-Value Employee Benefits Estate Planning and Income Tax Basis Will interest rates rise this year?   Read more

ARMAO LLP CONTINUES PHILATHROPIC ACTIVITIES WITH STEP OUT: WALK TO STOP DIABETES

FOR IMMEDIATE RELEASE: October 3, 2013, Garden City, NY Garden City-based Armao LLP exceeded the firm’s fundraising goal at the Sunday, September 29, 2013 “Step Out: Walk to Stop Diabetes” on the Jones Beach boardwalk. This is the group’s third year walking and fundraising. According to team co-leader, Rosa Arreaga-Negron, CPA, CFE, “My mother, Rosa Zambrano, has lived with diabetes for many years. The support of my co-workers, along with their families and friends, is very meaningful to me and ... Read more

Read the October 2013 Client Information Bulletin

Read the October 2013 Client Information Bulletin featuring: Nine Ways for Business Leaders to Help For Self-Employeds: Securing Home Office Deductions Would You Benefit from a SLAT? Saving for Retirement at Different Ages Facts and Figures Read more

Feeling confident that your organization is operating efficiently? Not so fast!

By Salvatore J. Armao, CPA/PFS, CFP, CFE   You’ve had your financial statements audited or reviewed. So now you feel confident that your organization is operating efficiently, is protected from misappropriation of assets and serious accounting errors and that you are in compliance with government filing requirements and regulations. Maybe not. In addition to the recurring annual audit or review of your organization’s financial statements, you should consider having an operational review. Why? An operational review goes beyond the traditional audit of books and ... Read more
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