Tag: year-end tax planning


Year-end tax and financial to-do list for individuals

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018 ends:

Check your FSA balance. If you have a Flexible Spending Account (FSA) for health care expenses, you … Read More »

December 12th

Tax Department, Tax Planning. Comments Off on Year-end tax and financial to-do list for individuals


Mutual funds: Handle with care at year end

As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.

Avoid surprise capital gains

Unlike with stocks, you can’t … Read More »

November 13th

Tax Planning. Comments Off on Mutual funds: Handle with care at year end


Why you may want to accelerate your property tax payment into 2017

Accelerating deductible expenses, such as property tax on your home, into the current year typically is a good idea. Why? It will defer tax, which usually is beneficial. Prepaying property tax may be especially beneficial this year, because proposed tax … Read More »

November 14th

Tax Planning. No Comments

HOBERMAN & LESSER, LLP