Saturday, November 18, 2017
   
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Business Focus

Business Tax Guide for Realtors (and other entrepreneurs)

Enforcement and collection of taxes are but two of the responsibilities the Internal Revenue Service is charged with, and often the most daunting to taxpayers. While your tax audit risk may be low (0.70% of all individual returns filed in 2016 were selected for examination), be aware that of all the audits conducted by the IRS in Fiscal Year 2016, 70.7 percent were conducted by correspondence. Given the budgetary constraints the Internal Revenue Service will be forced to operate under, they will rely more and more on artificial intelligence to identify and select returns for examination and send automated correspondence letters to unsuspecting taxpayers.

Read more: Business Tax Guide for Realtors (and other entrepreneurs)

 

Do You Have a Retirement Plan B?

You may have one or more qualified retirement plans, such as a 401(k) through an employer or an individual retirement account (IRA), but do you have a Plan B? While it’s not a savings or investment vehicle, a Plan B can help you make more confident decisions about your finances when life takes an unexpected turn. 

Read more: Do You Have a Retirement Plan B?

 

Business Spotlight: Your finances in balance. Your life in harmony.

Few things are as reassuring as knowing your finances are in order. Knowing you are on track to achieve your most coveted goals and dreams can bring exceptional peace and calm. No one understands this better than Geri Eisenman Pell, CFP®, MBA, CDFA™ and her team at Pell Wealth Partners. “At Pell Wealth Partners, we believe in creating an intimate client experience by digging deep and taking the time to truly listen to our clients’ values and needs,” says Pell, private wealth advisor and chief executive officer.

Read more: Business Spotlight: Your finances in balance. Your life in harmony.

 

Business Spotlight: Retirement Planning in Briarcliff Manor

Peter J. Gallagher, ChFC®, CLU®, CASL®, AIF®, a long-term resident and active community member of Briarcliff Manor, has established Unified Retirement Planning Group (URPG) in Briarcliff Manor.

Unified Retirement Planning Group is an independent financial services firm that specializes in developing comprehensive retirement plans using a disciplined approach to help clients feel comfortable about their future retirement income, Mr. Gallagher says. 

Read more: Business Spotlight: Retirement Planning in Briarcliff Manor

 

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Important: River Journal Online is the online publication of River Journal Inc., Tarrytown, NY. River Journal is not liable for failure to publish an advertisement or for typographic errors published, except for the cost of that portion of ad space within which the error first appeared. River Journal reserves the right to reject or edit any submission and all submissions become the exclusive property of River Journal. The opinions of River Journal's editorial board are those of the editorial board. Opinions stated in letters, articles, commentaries, ads, graphics or cartoons are those of indiviudal authors. No part of River Journal to include photos, artwork, ads, and text may be reproduced without the written consent of the Publisher.

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