Financial Tips
Changes That May Affect Your 2022 Tax Return
When it comes to taxes, one might call 2022 the year of the great reset. That’s because a lot of things that were put into place for 2021 will revert…
Read MoreSave Time, Money and Aggravation at Tax Time [Updated Dec 2022]
By: Jennifer Pacilli, CPA, Director **Note: We’ve updated all financial references to tax years 2022 and 2023. The role of a certified public accountant has changed quite a bit from…
Read More5 Tips for Job Seekers Over 50
You’ve got loads of experience in your field. You know things that only time can teach you. However, all of your experience and knowledge can sometimes work against you. And…
Read MoreStrategies for Paying Off Student Loans
Today, 70 percent of college students graduate with an average of $30,000 in student loan debt. The average payment is nearly $400 a month and will take about 20 years…
Read MoreTax Implications of Charitable Planning/Giving Strategies
By: Marie Holliday, CPA, MBA, Managing Director On October 28, 2021, Managing Director Marie Holliday, presented a webinar on Tax Implications of Charitable Planning / Giving Strategies for Delaware Technical…
Read MoreHow 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 to earn some money…
Read MoreFinancial Tips for Recent College Graduates
Members of the college graduating class of 2017 owed an average of close to $30,000 each in student loan debt. Imagine starting out adult life with that kind of debt…
Read MoreNew Rules and Ways to Use HSAs/FSAs
People who own a high-deductible health insurance plan may have the ability to open a health savings account (HSA). They can contribute pre-tax income to an HSA and invest the…
Read MoreReal Estate Opportunities in 2021
Real estate has had a banner year as mortgage rates continue to be low, more people are looking to buy than those who are selling and home prices continue to…
Read MoreTax Provisions of the American Rescue Plan Act (ARPA)
(March 18, 2021) The American Rescue Plan Act of 2021 (ARPA), which Congress passed and President Biden signed into law on Thursday, March 11, grants relief to taxpayers and extends…
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