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Home›Category: "Taxes" (Page 10)

Taxes

  • Tough choices for funding college tuition

    Education, Taxes
    June 9, 2013
    by Kurt J. Rossi
    With tuition costs increasing significantly each year, paying for college gets further out of reach for most parents. Public or state institutions often provided a more affordable alternative to private ...
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  • Major differences exist between state and federal taxes

    Taxes
    April 14, 2013
    by Kurt J. Rossi
    With the tax-filing deadline upon us, taxpayers are putting the finishing touches on their returns. While most filers make every attempt to complete their returns by April 15, millions of ...
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  • Annual gifting can aid estate planning

    Education, Estate Planning, Taxes
    March 31, 2013
    by Kurt J. Rossi
    The annual gift tax exclusion is a simple yet effective tool for reducing estate taxes. In fact, according to IRS statistics for last year, more than $9 billion dollars was ...
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  • Red flags may prompt IRS audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    March 3, 2013
    by Kurt J. Rossi
    In an effort to increase revenue and combat tax fraud, the federal government actively audits returns. While the overall audit rate for individual returns is approximately 1 percent, ignoring the ...
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  • In search of tax friendly states for retirees

    Retirement, Taxes
    January 1, 2013
    by Kurt J. Rossi
    For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ...
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  • Five last-minute financial moves before 2012 ends

    Retirement, Taxes
    December 23, 2012
    by Kurt J. Rossi
    There is still time to take advantage of last-minute financial planning opportunities before 2012 comes to a close. While you will have to act fast, the following year-end strategies could ...
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  • Holiday donations help giver and receiver

    Taxes
    December 9, 2012
    by Kurt J. Rossi
    The holidays are a time when people think of those less fortunate. Many are coming together this season to help those in need, such as Hurricane Sandy victims and the ...
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  • Explore property tax reassessment to counter Hurricane Sandy damage

    Real Estate, Taxes
    November 25, 2012
    by Kurt J. Rossi
    The damage associated with Hurricane Sandy has caused property values in many parts of the state to decline substantially. Despite lower values, many homeowners will still be left paying property ...
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  • Hurricane Sandy may qualify you for a tax deduction

    Insurance, Real Estate, Taxes
    November 11, 2012
    by Kurt J. Rossi
    Sandy may be the most expensive hurricane in United States history. According to economists at Moody’s Analytics, losses are estimated to be near $50 billion with $30 billion attributable to ...
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  • How the presidential election may affect the fragile economy

    Insurance, Investing, Taxes
    October 28, 2012
    by Kurt J. Rossi
    The upcoming U.S. presidential election may have significant effects on our already fragile economy. Tax law changes, spending cuts, health care reform and the “fiscal cliff” are just a few ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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