Kenneth W. Stewart | Stephano Slack LLC

The Medical IRA – Huh?

Nov 5, 2019 | Blog Posts

Since 2003, Health Savings Accounts (HSAs) have been available for those individuals covered by high deductible health plans; the primary benefit to participating in such a plan is to receive tax-preferred treatment for funds saved for medical expenses. Similar to...

QCD With Your RMD

Oct 2, 2018 | Blog Posts

Ok, enough with the barrage of acronyms! If you are single or married and are receiving Required Minimum Distributions (RMDs), you may want to consider the Qualified Charitable Distribution (QCD) strategy to lower your Federal Income Tax liability, and possibly your...

Digging into the Details of Those Securities’ Portfolios

Sep 20, 2017 | Blog Posts

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...

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

Sep 20, 2017 | Blog Posts

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 too much in vogue until recently. As many employer sponsored...

Kenneth Stewart, CPA Joins Stephano Slack LLC

Jan 13, 2016 | Latest News

WAYNE, PA – January 12, 2016 – Stephano Slack, LLC, a leading regional accounting and consulting firm, announced that Kenneth Stewart, CPA has joined the firm as a Tax Manager in their Wilmington, Delaware office. A seasoned accounting professional, his leadership...