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Home›Category: "Taxes" (Page 3)

Taxes

  • Tax Planning Strategies to Consider in the Post-COVID Economy

    Cash-flow & Budgeting, Investing, Taxes
    May 15, 2020
    by Kurt J. Rossi
    The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts.  While many economists expect workers to gradually ...
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  • Reducing Your Chances of an IRS Audit in 2020

    Money Mishaps, Taxes
    February 24, 2020
    by Kurt J. Rossi
    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. More than 196 million tax ...
    Read More
  • 5 SMART WAYS TO INVEST YOUR TAX RETURN

    Cash-flow & Budgeting, Credit & Debt, Investing, Taxes, Uncategorized
    February 7, 2020
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s right – over 74 percent ...
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  • New Tax Law May Help New Jersey Businesses Bypass Limits on SALT Tax Deductions

    Taxes
    January 24, 2020
    by Kurt J. Rossi
      The 2017 Federal Tax Cuts and Jobs Act was met with mixed fanfare.  While some businesses and tax payers experienced a reduction in their tax liability, others experienced an ...
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  • FIVE YEAR-END FINANCIAL MOVES FOR 2019

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement, Taxes, Uncategorized
    December 3, 2019
    by Kurt J. Rossi
    There is still time to take advantage of last-minute financial planning opportunities before 2019 comes to a close. While you may have to act fast, the following year-end strategies could ...
    Read More
  • IRS continues to warn of Tax Scams

    Money Mishaps, Taxes, Uncategorized
    February 22, 2019
    by Kurt J. Rossi
    The Internal Revenue Service continues to warn taxpayers about the importance of avoiding the overabundance of tax scams and schemes this tax season.  According to the IRS, thousands of people ...
    Read More
  • New Audit Red Flags for 2019 tax season

    Money Mishaps, Taxes, Uncategorized
    February 11, 2019
    by Kurt J. Rossi
    Despite concerns regarding another government shutdown, the IRS is expected to get itself into gear for the upcoming tax season.  While the overall risk of being audited is generally low, ...
    Read More
  • Consider Harvesting Gains and Losses Before Year-End

    Investing, Taxes
    November 8, 2018
    by Kurt J. Rossi
    After years of below average market fluctuation, volatility has spiked during the 3rd quarter of 2018.  From trade war concerns to Federal reserve rate hikes, the market has been digesting ...
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  • How Does the Trump Retirement Security Executive Order Impact You?

    Retirement, Taxes
    September 6, 2018
    by Kurt J. Rossi
    Planning for retirement remains a challenge and statistics continue to show that many Americans are ill-equipped and unprepared.  With that in mind, President Trump recently issued an executive order that ...
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  • Should You Consider a Donor-Advised Fund?

    Investing, Taxes, Uncategorized
    July 12, 2018
    by Kurt J. Rossi
    As a tool used to simplify the process of managing charitable giving, donor-advised funds (DAF) are growing in popularity.  In fact, according to the 2017 Donor-Advised Fund Report from the ...
    Read More
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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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