Digging into the Details of Those Securities’ Portfolios

Digging into the Details of Those Securities’ Portfolios

Dividends – Qualified or Non-Qualified – Does it matter? It sure does.  Qualified ones can be federally taxed at between zero (this is not a misprint) and twenty percent.  The Non-Qualified ones merit no favorable rate as the qualified ones do; thus, they are taxed as...
Digging into the Details of Those Securities’ Portfolios

The Philadelphia School Income Tax

Although the School income tax has been in force for at least the last 30 years, it often is ignored by taxpayers and at times, the City. Based upon a few recent calls, it is a good time to review the Philadelphia School District’s School Income Tax (Form S-1).  The...
Digging into the Details of Those Securities’ Portfolios

Online Marketplace Seller Voluntary Disclosure Initiative

MTC National Nexus Program Announces. . . “Online Marketplace Seller Voluntary Disclosure Initiative” There are 23 states, plus the District of Columbia, that are participating in this limited time Voluntary Disclosure Program which began August 17, 2017 and...
Digging into the Details of Those Securities’ Portfolios

Long Hair, Don’t Care

It’s never too late to set new goals. All you need is the drive to do so, and, in the case of a career goal, a firm that believes in you as much as you believe in yourself. That’s what I learned from my lunch with Dave, small business manager here in Wayne. His story...
Visit Stephano Plus