I shared my "resolutions" last week, and it was really nice to see the response, and to know that many of our East Elmhurst clients are equally excited for the opportunity to put new legs to a new year ... and to make 2017 (much) better than 2016. I remember seeing a...

First off, now that May is upon us, we're moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with East...

Working with my Jackson Heights and Queens clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I...

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Summer is flying by. Do you feel that way?It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Jackson Heights area parents with multiple kids playing multiple sports among 100 other things). Before you know...

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can.But that doesn't mean we can't help you get started. In fact, we're already in process with a few Jackson Heights clients, and more and more are contacting us every day.If you...

Four Keys to Achieving Financial Freedom by John Smith "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...

I hope you're well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed...

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Jackson Heights and Queens clients. Because something that is a...