Newsletter

Is Your Identity Locked?

Unfortunately, identity theft is on the rise. According to a 2017 Identity Fraud Study conducted by Javelin Strategy and Research, 15.4 million Americans have fallen victim to identity thieves in 2016. This was up 16% from 2015. Although

October 3, 2017

Local Taxes – A Thorn in a Business Owner’s Side

A straightforward concept, you run your business fully aware that the federal government, and in most cases the state governments, will impose a tax on your annual activity.  However, what most business owners in Pennsylvania do not

October 3, 2017

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

September 20, 2017

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

September 20, 2017

Where Can I Pay Out of Pocket Medical Expenses and IRA Account Advisory Fees?

Medical Expenses – If you do or can participate in an HSA (Health Savings Account), start to think of this benefit as a very long term asset. HSAs are by and large misunderstood, as such plans were not

September 20, 2017