We are delighted to share our February newsletter with you. We have curated articles that we believe would be valuable to you. This issue focuses on converting traditional IRAs and being cautious about self-direct IRAs. Also included in this issue are some tips for business owners on setting up pension plans for themselves and their employees. We hope you find the content helpful and informative.
Read MoreWe are delighted to share our December newsletter with you. We have curated articles that we believe would be valuable to you. This issue focuses on regulatory changes that may impact your tax returns in 2023 and beyond. Also included in this issue are some tough questions you should ask yourself about long-term health care, which we believe are crucial for you to consider in order to make informed decisions.
Additionally, we pay tribute to Nobel-Prize Winner Harry Markowitz and his groundbreaking "Modern Portfolio Theory." For a more in-depth analysis of Markowitz's profound impact on investment theory--we are linking a blog post from earlier this year, where Gregg Fisher, owner of Gerstein's, shares his personal retrospective on the life and work of this modest but brilliant economist, mathematician, and philosopher. Click here to read the blog post. We hope you find the content helpful and informative.
Read MoreWe’re delighted to introduce you to our new monthly newsletter, “Gerstein's Tax Insights.”
In this newsletter, you'll find helpful tips and ideas for minimizing your tax obligations and maximizing your savings. This first issue recaps a recent Supreme Court decision that impacts anyone with foreign-bank accounts or assets. We also feature a review of donor-advised funds and how to use them for your best tax advantage.
Read MorePreventing unwanted tax surprises starts with proper planning. And there’s no better time than now to begin looking at how you can cut next year’s tax bill. In this month’s newsletter, we’ve included several situations when it makes sense to schedule a tax review so you can try and avoid a future tax surprise.
Also read about several ideas for mastering your credit card, tips to lower the cost of your auto insurance, and how you can become a better problem solver.
Read MoreThe worst time to know about new tax laws is when it is too late to do anything about it. Here is a summary of the most impactful changes this year as we know them in 2023.
Read MoreWe are delighted to share our June newsletter with you. We have curated articles that we believe would be valuable to you. This issue covers essential topics such as risk management based on investment preferences and objectives, the significance of long-term care insurance in retirement planning, the value of the paradox of long-term investing, providing a positive outlook on recent economic and global events, and offering advice on managing IRA accounts such as withdrawing funds and maximizing tax benefits. We hope you find the content helpful and informative.
Read MoreTax planning is an essential aspect of personal and business finance. It involves analyzing your financial situation and identifying strategies that can help you minimize your tax liabilities while maximizing your wealth. With proper tax planning, you can take advantage of available deductions, credits, and exemptions and reduce your overall tax burden.
Read MoreWhether you're doing a "side hustle" to make extra cash or you work exclusively as a freelancer, you're not free from taxes! There are many benefits to being a gig worker, but the tax implications are more complex than most realize. Fortunately, we here at Gerstein's Tax Service are here to help.
Here's all you need to know about filing your taxes as a part of the growing gig economy.
Read MoreWe're happy to share with you Gerstein's January newsletter. As always, we've included articles that we think could be important to you. Among the topics featured in this issue are what experts see ahead for stocks and the economy, applying for college financial aid, preparing for long-term healthcare, the need for a personal wealth advisor, historical charts of stock-market returns and volatility.
Read MoreWe're happy to share with you Gerstein's September newsletter. As always, we've included articles that we think could be important to you. Among the topics featured in this issue are catching up on retirement savings, a guide to 2022 estate & gift tax planning, knowing who's exempt from the 10-year liquidation rule for inherited pension accounts, and taking distributions from your retirement account before age 59½ without penalty.
Read MoreWe hope you all had a great summer! We are happy to share the latest issue of Gerstein’s Brooklyn Tax Service newsletter. In it you’ll find practical information on topics like: six steps to take after a data breach, a new tax rate, threshold for medical-expense deductions, and the federal debt.
Read MoreWe hope you’re staying safe and that you’re summer is off to a great start. We encourage you to read the latest issue of Gerstein’s Brooklyn Tax Service newsletter. In it you’ll find practical information on topics like: proposed tax hikes coming, choosing beneficiaries of your choice, meme stocks, the importance of tax planning, a new fraud targeting Amazon Prime customers.
Read MoreWe hope you’re staying safe and that you’re making the best of the changes in these challenging times. We’re pleased to send you the latest issue of the Gerstein Tax Service newsletter. In it you’ll find practical information on topics like how proper planning is important when starting a business; various ways on strategically withdrawing from qualified retirement accounts; and the need for a proactive look on how the pandemic may have abruptly changed your tax and financial situations.
Read MoreWe hope you’re staying safe and that you’re making the best of the changes in these challenging times. We’re pleased to send you the latest issue of the Gerstein Tax Service newsletter. In it you’ll find practical information on topics like how proper planning is important when starting a business; various ways on strategically withdrawing from qualified retirement accounts; and the need for a proactive look on how the pandemic may have abruptly changed your tax and financial situations.
Read MoreWe hope you’re staying safe and that you’re making the best of the changes in these soul-challenging times. Despite the obstacles presented by the virus, we remain fully operational - thanks to our technology and team.
Read MoreWe hope this letter finds you well during this difficult time. Despite the obstacles presented by the virus, we remain fully operational - thanks to our technology.
Read MoreWe hope everyone’s 2020 is off to a great start! In this version of our quarterly newsletter you will find additional information on the ever-changing tax code and the impact on taxpayers.
Read MoreWe hope you're getting the chance to enjoy some of these fall days to the fullest! If you'd like a quick break from the foliage and fall activities, we encourage you to read our quarterly newsletter.
Read MoreWow! How things have changed since we opened our doors 40 years ago! No e-mails, Internet, laptops, e-commerce, or (gasp!) even cell phones…
Read MoreWe’re delighted to launch the Gerstein Tax Service quarterly newsletter! As you know, we’ve been helping our clients prepare their tax returns and…
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