Thinking About a Roth Conversion? Beware of the Pro-rata Rule.
Having money in a Roth IRA can be very beneficial. After all, no one ever complains about being able to draw out tax-free money. Getting...
top of page
Search
Nicholas Rossolillo
Apr 4, 20222 min read
March 2022 Market Updates Round-Up
A selection of articles from March 2022 explaining key business trends.
24 views0 comments
Eric Martin
Jan 13, 20223 min read
How to Make Filing Your Taxes Easier
Most people don't really enjoy filing their taxes. Even if you are getting a nice refund, the actual act of gathering all your...
15 views
Eric Martin
Dec 9, 20212 min read
Charitable Donations Have an Extended Tax Benefit for 2021
Generally, if a taxpayer doesn't itemize their tax deductions, any charitable donations do not count against their income. However, the...
13 views
Eric Martin
Nov 19, 20212 min read
2022 Retirement Contribution Limits and Income Limits
It's hard to believe it's almost 2022. Yet here we are. To help prepare for another year's decisions, and in particular our financial...
21 views
Eric Martin
Oct 13, 20214 min read
Use Your HSA for More Than Just a Health Savings Account
Utilizing every avenue that is available to capitalize on tax savings is always on people's minds (at least during tax filing season) and...
13 views
Eric Martin
Sep 29, 20213 min read
Don't Leave Free Money on the Table
Saving money can be a hard habit to start. We all want to save more, but the cost of living these days can make it difficult to be sure....
15 views
Eric Martin
Jun 30, 20214 min read
Do You Have An Investment Account? If Not, Stop Making Excuses.
One of my favorite investment sayings is this: "The best day to start investing is today." I can't tell you how many times I hear that...
22 views
Eric Martin
Jun 23, 20213 min read
Monthly Child Tax Credit Payments Are Starting Next Month. Here's Why Some Might Want To Unenroll.
The American Rescue Plan, signed and put into action on March 11th, 2021, gave some extended relief to many that were still in desperate...
24 views
Eric Martin
Feb 10, 20212 min read
Gross Income To Taxable Income. What Is The Difference, And What Factors Are Involved?
We admit financial terminology can be complicated and confusing. Taxes are a perfect example. There are books upon books of rules and...
36 views
Nick Rossolillo
Jan 27, 20217 min read
Concinnus Financial Annual Investor Letter And 5 Investment Trends For 2021
2020… goodbye and good riddance. To those of you that have been directly affected by COVID-19 -- from getting sick to losing work -- our...
180 views
Eric Martin
Jan 27, 20213 min read
Are Expenses Paid With PPP Loans Still Deductible?
This last year has brought on so many changes and unknowns, and has taken a toll on our emotions. People have been out of their comfort...
14 views
Eric Martin
Jan 20, 20213 min read
I Started Working From Home. Can I Claim The Home Office Deduction?
With more people than ever working from home, many want to claim their expenses for setting up an office space within their home. The...
22 views
Eric Martin
Jan 13, 20214 min read
Three Commonly Asked Questions About The Upcoming Tax Season
It's hard to believe that another tax season is upon us. In the coming weeks, 2020 tax returns are going to start getting filed. Are you...
22 views
Eric Martin
Dec 17, 20205 min read
Reduce Credit Card Debt Without Hurting Credit Score
Having too much credit card debt can make your life miserable. So, if you have multiple, high-interest credit card debts to pay off, you...
48 views
Eric Martin
Dec 8, 20203 min read
Tax-Loss Harvesting
As this crazy and unforgettable year comes to a close, it's time to start thinking about ways to save on the 2020 tax bill. As was...
16 views
Eric Martin
Nov 25, 20203 min read
The Potential Tax Savings From Maxing Out A Traditional IRA
When tax time rolls around, one of the most asked questions we get is: "What can I do to pay less in taxes?" At the time of actual tax...
21 views
Eric Martin
Aug 26, 20203 min read
Finance Shminance Presents: Commuting Miles
Commuting miles is another one of those tax deductions that confuse many people. Mostly because they have been informed, or often...
119 views
Eric Martin
Aug 18, 20203 min read
Finance Shminance Presents: The Benefits Of Good Bookkeeping
The Benefits Of Good Bookkeeping Starting a business can be a little overwhelming. As the business grows, so does the paper work. What...
55 views
Eric Martin
Aug 12, 20204 min read
Finance Shminance Presents: Another Misinterpreted Tax Deduction
Another Misinterpreted Tax Deduction Many business owners use every possible means they can in order to save on taxes, and...
50 views
bottom of page