by newcente | Dec 13, 2016 | Blog, Business Planning, Financial Planning, Tax Planning, Uncategorized, What's New
December 15, 2016. By Olga Okaty: One of the most prominent topics President-elect Donald Trump discussed on the campaign trail was his plan to cut taxes. Several Republican Congressmen have presented similar tax proposals over the last few years, and with Mr. Trump...
by newcente | Dec 9, 2016 | Blog, Business Planning, Financial Planning, Tax Planning, Uncategorized, What's New
December 9, 2016. By John Wolfsberg: Choosing a financial professional is an important process that requires careful thought and due diligence. One of the most important financial professionals in our clients’ lives is the Certified Public Accountant (CPA). As the tax...
by newcente | Dec 1, 2016 | Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New
December 1, 2016. By Matthew Okaty: Being the victim of identity theft can be an overwhelming experience. In addition to the possible financial loss, there is also the loss of time spent tending to the crisis and performing damage control. Familiarizing yourself in...
by newcente | Sep 13, 2016 | Blog, Business Planning, Family Focus, Financial Planning, What's New
September 13, 2016. By Jennifer Wolfsberg: There comes a time in life when a shift of professional interest seems to occur. It is not an abrupt or obvious feeling, and for some it is a gradual redirection of career focus or personal interest. The self-awareness that...
by newcente | Jul 28, 2016 | Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New
July 28, 2016. By Ashley Agnew: A frequent theme in our discussions is how rushed the days seem. Tuesday suddenly becomes Friday, and Friday quickly turns into Monday, each day with a to-do list that, without fail, magically resurrects. Many parents encounter this...
