February 21, 2023 - Below you'll find a recap of expiring and pending tax legislation.
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Money Life with Chuck Jaffe feat. Jeanette Garretty
February 8, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Money Life to discuss the current economic outlook including ‘The odds of a soft-landing keep increasing.’ “A soft landing is certainly not going to feel like
How to Help Your Clients Avoid An IRS Audit
February 7, 2023 - Head of Wealth Planning, Mallon FitzPatrick spoke with Jeff Stimpson from FA Magazine on a recent piece discussing ‘How to Help Your Clients Avoid An IRS Audit.’ “Audits on ultra- and high-net-worth clients are likely to increase,
Why Tax Refunds May Be Smaller in 2023
January 31, 2023 - Principal and Managing Director, Frank J. Corrado was featured in U.S. News & World Report to discuss ‘Why Tax Refunds May Be Smaller in 2023.’ Extra money might have an unwelcome side effect: “More Social Security income might
2023 Outlook Webinar
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
Robertson Stephens’ Garretty on US economic outlook
January 26, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg TV to discuss the US economic outlook. “When one looks forward, one has to put the whole thing together and say, ‘how is this going to come
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
Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice
January 4, 2023 - Managing Director, Avi Deutsch was featured in Barron’s discussing ‘Tech Employees’ Stockholdings Have Taken a Hit. Financial Pros Offer Advice.’ “Clients who are young can afford to have a lot of exposure to 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
