January 26, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick as they share their 2023 outlook. Disclosures Investment advisory services offered through
Insights
Tax Planning Amid a Divided Congress
With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January
The Truth About the IRS’s New Funding
Contrary to what you may have heard, the agency’s $80 billion budget increase is not for financing an auditing army As published in Rethinking65 by Mallon FitzPatrick and Alicia Denton Jan 4, 2023 - If recent headlines are to be believed, an
2023 Outlook: Time To Be Extraordinarily Vigilant
As published in wealthmanagement.com By Stuart Katz, Chief Investment Officer Jan 1, 2023 - Central bank monetary policy, corporate profits and investor behavioral tendencies will largely impact the path of markets over the next year. As
Of Tortoises and Hares
As published in Wealthmanagement.com By Jeanette Garretty, Chief Economist Jan 1, 2023 - The last half-decade has seemed to have a certain “rush-to-get-there” quality, exemplified by high-tech unicorns, COVID frustrations, cryptocurrency dreams
Perry’s Tax Paynes
By Mallon FitzPatrick and Victoria Jung December 7, 2022 - Headlines featuring celebrities, rockstars, titans of business, and the IRS rarely end well. Typically, the sensationalized audits result in large fines or imprisonment because of tax
‘Tis the Season for Giving’ – Realizing the benefits of Charitable Donations
By Mallon FitzPatrick, CFP November 30, 2022 - As we head into the holiday season and address year-end planning for 2023, now is a good time to reflect on charitable donations and how to best facilitate them. Contributing to a meaningful
Ooh La La: Lady Gaga’s “Foundation” Mishap
By Mallon FitzPatrick and Alicia Denton November 29, 2022 - One of the most celebrated pop stars of the last decade, Lady Gaga, was caught up in a controversy when her charitable organization was accused of mismanagement. The Born This Way
Billions in Charitable Tax Deductions, but Where is the Money?
By Mallon FitzPatrick and Victoria Jung November 21, 2022 - Mackenzie Scott is back in the news after donating $84.5 million to the Girl Scouts of the USA. Scott primarily donates through a vehicle called a donor advised fund (DAF). Though there
Here’s What You Need to Know About Year-End Planning Heading Into 2023
By Mallon FitzPatrick October 31, 2022 - There is little any individual can do about 2022’s market volatility or high inflation, escalating geopolitical conflicts, and rising interest rates adding fuel to the fire. However, you can strive to
