June 23, 2017

The Death of “Death Taxes” in New Jersey

By Scott Miller, Jr.


On October 14, 2016, Governor Chris Christie enacted a new law that will dramatically change the role of “death taxes” in New Jersey. “Death taxes” refer to estate and inheritance tax, which are incurred by heirs following the death of a relative. New Jersey, along with Maryland, are the only two states that levy both […]


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December 20, 2016

Year-End Financial Check-Up

By James Behr Jr & Christopher Paleologus


As we approach the end of the year there are a few financial moves you can make that will help you manage your savings accounts to ensure you are on the path to retirement. These include decisions you can make to help lower your taxes for the year 2016 and planning adjustments you may want […]


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August 9, 2016

Is Your IRA Distribution Tax-Free? The Answer May Surprise You

By James Behr Jr & Christopher Paleologus


In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code. If you have to take a required minimum distribution (RMD) from your IRA account (all of those over the age 70 ½ with traditional IRAs must take them each year), you have the ability to direct that distribution […]


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July 27, 2016

The Benefits of Naming Beneficiaries in Your IRA

By James Behr Jr & Christopher Paleologus


For most people, naming beneficiaries for retirement assets or life insurance policies happens one time – when the account or policy is first started. Typically the named beneficiary is their spouse, after that it’s usually their children, at which point it will most likely never be thought about again. While no one likes to think […]


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May 12, 2016

Now that you have changed jobs, what do you do with your old 401(k)?

By James Behr Jr & Christopher Paleologus


Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run. When you leave a company you have a multiple options with your 401(k). You can roll over your 401(k) into an IRA, keep it with your previous employer’s […]


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May 2, 2016

Estate Planning Checklist

By James Behr Jr & Christopher Paleologus


You may have seen estate planning mentioned a lot recently in the news regarding the late musician Prince who passed away without his estate in order. Not only can this keep your loved ones from receiving your assets, it can lead to a long, costly process that often results in battles between them as Prince’s […]


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October 9, 2015

Charitable Giving: Stock or Cash?

By Justin Capetola


As we approach the end of the year, many investors consider making charitable gifts to their favorite charities.  Often, these gifts are made via cash or check. Investors may receive more tax benefits for their gifts by donating long-term appreciated stock instead. Comparing the Tax Benefits When you gift cash or stocks, you may potentially […]


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May 28, 2015

The Basics of Pennsylvania and Federal Death Taxes

By Justin Capetola


We are often asked by our clients how their property will be taxed upon their deaths. While we are not qualified to provide specific legal and tax advice, we wanted to share some of the basics of the Pennsylvania Inheritance Tax and the Federal Estate Tax. Pennsylvania Inheritance Tax: this is a tax levied on […]


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November 21, 2014

Tax Planning Can Improve Your Investment Returns

By Scott Miller, Jr.


It is obvious that you enjoy earning profits from your investments. It is also obvious that very few investors enjoy paying taxes on their investment gains.  One aspect of investing that should not be overlooked is tax loss harvesting.  Tax loss harvesting is the process of reducing the taxable amount of a portfolio by offsetting […]


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