In the News: GoBankingRates

In the News: GoBankingRates

Jordan Rosenfeld asked Harvey to quote on the family who earns over one million dollars a year and how they budget and spend their money. From mortgage payments, to real estate taxes, home repairs, car leases, privates schools, medical & dental expanses, travel & entertainment, and charitable contributions…everyone will enjoy Harvey’s “inside look” in this Read more about In the News: GoBankingRates[…]

In the News: Wealth Management

In the News: Wealth Management

In a landmark decision, the United States Tax Court sided with the Estate of Michael Jackson in its forceful disagreement with the IRS audit determination regarding the values of Jackson’s likeness/image and music at his date of death. Using the Income Approach to estate valuation, Jackson’s experts emphasized his tainted reputation, debt-encumbered music assets, and Read more about In the News: Wealth Management[…]

In the News: Money

In the News: Money

For certain taxpayers a deductible IRA contribution is not only an immediate tax savings, it also may qualify them for a third stimulus check under President Biden’s American Rescue Plan legislation. These $1,400 stimulus checks have already begun to arrive via direct deposit, and will continue to be issued over the coming days and weeks. Read more about In the News: Money[…]