By Paul Morrone CFP®, CPA/PFS, MSA
The term ‘stock options’ is kind of a catch-all to describe a form of incentive compensation usually awarded to a select
By Paul Morrone CFP®, CPA/PFS, MSA
There is a common misconception among taxpayers that just because their tax documents were generated by their employer, the
By Paul Morrone CFP®, CPA/PFS, MSA
With the Tax Cuts and Jobs act in effect for a full year, we are just now beginning to see the fallout of many of the
By Paul Morrone CFP®, CPA/PFS, MSA
The new year brought a welcomed increase to retirement plan contribution limits, as allowable 401(k) pretax elective
By Paul Morrone CFP®, CPA/PFS, MSA
Leave it to our taxing authorities to make giving money away a complicated process. As the old saying goes - the only thing
By Paul Morrone CFP®, CPA/PFS, MSA
It’s now far enough in the year to make educated decisions on tax planning items such items as ROTH conversions, accelerated
By Paul Morrone CFP®, CPA/PFS, MSA
The Tax Cuts and Jobs Act which passed at the end of 2017 drew a hard line in the sand regarding the deductibility of
By Paul Morrone CFP®, CPA/PFS, MSA
Snowbirds are faced with an increasingly complex challenge, proving their state of residence for tax purposes. While the
By Paul Morrone CFP®, CPA/PFS, MSA
It’s no surprise that the not-for-profit sector was resistant to some of the tax code changes as many donors may receive
By Paul Morrone CFP®, CPA/PFS, MSA
You’ve inevitably heard someone say that the ‘maximum contribution’ to a 401(k) plan is $18,500 if under 50 and $24,500 if
