Harvey was just quoted again on CNBC. This time, he was tapped for his expertise on properly managing your financial budget and what happens (BANKRUPTCY) to those that don’t “live below their means” (one of his favorites mantras). There are several types of bankruptcies an individual can file… Chapter 7, Chapter 13, and Chapter 11. Read more about In the News: CNBC[…]
Harvey was recently quoted on MSN Money in an article entitled ”Do your kids need life insurance?” A seemingly tricky question which Harvey can quickly and articulately answer based upon his experience with super-successful business owners, executives, and ultra-high net worth individuals. The ways to structure the purchase of childrens’ life insurance is another story Read more about In the News: MSN Money[…]
Harvey was recently quoted by NerdWallet in an article entitled How to Turn a Tax Refund Into a Fatter Paycheck. Once again, the topic of proper planning and budgeting is “front and center” when it comes to monitoring and estimating your tax liability and tax payments made against this liability through estimated tax payments and/or Read more about In the News: NerdWallet[…]
Harvey was recently quoted in a Washington Post article entitled ‘That’s the game’: Tax planners look for loopholes amid uncertainty over new law. He comments on the new tax law loophole known as the “Qualified Business Income 20% Passthrough Deduction.” Doctors are assertively pursuing creative strategies so they can fully participate in the tax benefits Read more about In the News: Washington Post[…]
Harvey was recently quoted in a MarketWatch article entitled “Beware the IRS is Looking for these Red Flags this Tax Season.” He comments on what employees need to do to get reimbursed for business expenses. The rules have changed under the new tax law. Take a look to see if you qualify. To review the full Read more about In the News: MarketWatch[…]
Harvey was recently interviewed by USA Weekly and provides some interesting information about his company, the specific types of clients that hire him, current challenges facing businesses and individuals today, and advice he’d give a younger version of himself. To review the full article, please access http://usaweekly.com/2018/02/interview-with-harvey-bezozi-founder-at-your-financial-wizard/.
Harvey was recently featured in a CNBC.com article entitled ”Many Americans don’t have a plan to pay off their debts.” He comments about how important it is to live “below your means.” Mr. Bezozi always recommends having a budget. His practice focuses on successful business owners who understand the importance of business budgets as well Read more about In the News: CNBC[…]
Harvey was recently quoted in a LendingTree article entitled “Taking Advantage of the Home Mortgage Interest Tax Deduction.” He provided commentary on how the increased standard deduction can offset the reduced mortgage interest deduction for many taxpayers, and why the cap placed on deducting property taxes is a serious concern for most wealthy homeowners who Read more about In the News: LendingTree[…]
Harvey was recently featured in a Bloomberg news article entitled “Trump, Real Estate Investors Get Last-Minute Perk in Tax Bill.” He comments about how a last minute change to the new tax law proposal positively affects real estate investors. A good read for those interested in understanding real estate investing and taxes. To access the Read more about In the News: Bloomberg[…]
Harvey was recently featured in a news article at CNBC.com entitled “What’s eating at workers’ financial satisfaction.” He comments about workers taking control of their financial lives, and the importance of budgeting and setting financial goals. To review the full article, please access https://www.cnbc.com/2017/12/05/workers-financial-satisfaction-plummets-worries-increase.html.