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Home›Category: "Taxes" (Page 3)

Taxes

  • 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 ...
    Read More
  • 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
  • The 5 Biggest Financial Mistakes Small Business Owners Make

    Cash Reserves, Cash-flow & Budgeting, Investing, Taxes, Uncategorized
    May 18, 2018
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 29.6 million small businesses employing an additional ...
    Read More
  • 4 Smart Ways to Invest Your Tax Refund

    Investing, Money Mishaps, Retirement, Taxes
    March 27, 2018
    by Kurt J. Rossi
    If you are expecting a tax refund this year, you are not alone.  According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ...
    Read More
  • New Gift Tax rule applies for 2018

    Taxes, Uncategorized
    February 21, 2018
    by Kurt J. Rossi
    The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world.  Changes in estate tax laws on both the federal and state level have ...
    Read More
  • 6 IRS audit red flags you cannot overlook

    Money Mishaps, Taxes
    February 12, 2018
    by Kurt J. Rossi
    There are few things taxpayers fear more than an audit letter from the Internal Revenue Service.  Despite the worry an audit can cause, the number of audits has actually been ...
    Read More
  • Tax Reform 529 Plans

    Credit & Debt, Education, Taxes
    January 29, 2018
    by Kurt J. Rossi
    New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students and parents.  In fact, according ...
    Read More
  • What to do if you are missing cost basis information

    Investing, Taxes
    January 11, 2018
    by Kurt J. Rossi
    As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities.  From tax loss harvesting to rebalancing and profit taking after ...
    Read More
  • Smart Money Moves to consider for 2018

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Taxes
    January 3, 2018
    by Kurt J. Rossi
      If you find yourself considering resolutions for the New Year, you are not alone.  From health and wellness to a full financial make-over, New Year’s resolutions are quite common.  ...
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  • Should a Roth 401(k) be a part of your retirement savings plan?

    Retirement, Taxes
    November 29, 2017
    by Kurt J. Rossi
    The number of employers offering a Roth 401(k) option is on the rise.  In fact, a 2017 report from T. Rowe Price Retirement Plan Services suggests that 61 percent of ...
    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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