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Satty, Levine & Ciacco, CPAs, P.C. Blog

Modern Ways to Create and Track your Family Budget

Posted by Tom Hallissey on Oct 12, 2017 10:00:00 AM

With jobs, kids and other responsibilities to balance, it’s more important than ever to plan and follow a family budget. Whether your goal is to reduce debt or buy a new car, the heads of your household will benefit from these tips for creating and tracking a joint budget.

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Topics: Insider

Are Long Term or Short Term Investments a Better Choice?

Posted by Tom Hallissey on Sep 27, 2017 10:00:00 AM

It’s a common question that’s not easy to answer. Is it better to focus on long term or short term investments? Since each strategy has its own advantages and disadvantages, the better choice tends to vary according to your unique financial situation.

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Topics: Insider, Business Accounting

Expert Financial Planning Advice for Anyone at Any Age

Posted by Tom Hallissey on Sep 13, 2017 10:00:00 AM

No matter how old you are, everyone has goals they would like to reach one day. Whether your ambition is to buy a new car or travel around the world, expert financial planning advice is what can guide you to grow enough wealth to enjoy the good things in life.

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Topics: Insider

Real Estate Tax Deductions put Money Back in Your Pocket

Posted by Tom Hallissey on Jul 14, 2017 10:00:00 AM

Between home improvements and property taxes, the cost of owning residential property quickly adds up. However, homeowners can earn a larger tax refund check with the assistance of several key real estate tax deductions. If you keep meticulous records and itemize your income tax return, you could save thousands of dollars each year.

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Topics: Insider

Why many Long Islanders Rely on Year-Round Tax Help

Posted by Tom Hallissey on Jun 15, 2017 10:00:00 AM

The tax services you receive don’t have to end in mid-April. Long Island accounting firms offer many types of tax help that extend above and beyond traditional tax preparation. This growing trend has caught on, because it saves individuals time and money.

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Topics: Insider

How a Financial Planner can Help you Reach all your Goals

Posted by Tom Hallissey on May 11, 2017 10:00:00 AM

Everyone has a bucket list. Whether your goal is a dream vacation or a summer home in the Hamptons, you will probably need financial advice before you get the chance to dip your toes in the ocean. A certified financial planner (CFP) can assist you in making important financial decisions that will help you reach all of your goals.

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Topics: Insider

Retirement Planning Solutions for High-Net-Worth Individuals

Posted by Tom Hallissey on Apr 14, 2017 10:00:00 AM

Since high-net-worth retirement planning can be complicated, you need to develop a strategy that ensures your lifestyle will remain intact long after you stop working.

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Topics: Insider

Expert Tax Accountant Advice for Start-Up Businesses

Posted by Tom Hallissey on Apr 7, 2017 10:00:00 AM

Launching a start-up is like jumping off a cliff. It’s exhilarating and frightening at the same time. Without guidance, it’s easy for things to go wrong financially at your new business. However, if you are determined to reach your lofty goals, our expert tax accountant advice will get your start-up started.

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Topics: Insider

The Gift Tax: Answers to Frequently Asked Questions

Posted by Tom Hallissey on Mar 22, 2017 10:00:00 AM

 

Sometimes, it pays to be generous. If you have given away a large sum of money in the past year, you can use exemptions and exclusions to the gift tax to protect the value of that transfer of wealth.

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Topics: Insider, Tax Season

Personal Financial Planning: Everything you Need to Know

Posted by Tom Hallissey on Oct 12, 2016 10:02:36 AM

While it’s easy to do, as many as a third of Americans from all walks of life haven’t created a financial plan for their future. Whether you are a millennial starting your first job or a boomer inching toward retirement, learning the basic principles of personal financial planning today will contribute to a brighter tomorrow.

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Topics: Insider