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.
Harvey was recently featured in a news article at CNBC.com entitled “Expect bonuses, not pay raises, this holiday season.” He comments about paying off high interest credit card debt, using debt to buy appreciating assets, and investing in education. To review the full article, please access https://www.cnbc.com/2017/11/15/expect-bonuses-not-pay-raises-this-holiday-season.html.
Harvey was recently featured in a FiduciaryNews article entitled “Guidelines for Minor Children: How to Avoid a Personal Retirement Crisis.” He comments about what minor children can do to avoid financial problems in retirement. Great advice for intelligent and proactive parents and children, including time-tested tips from Your Financial Wizard’s toolbox. To review the full Read more about In the News: Fiduciary News[…]
Harvey was recently quoted in a Time / Money Magazine article entitled “3 Tax Loopholes for the Middle Class.” He comments on certain Roth IRA strategies like the “Back Door IRA” and other creative Roth IRA strategies including a Roth Conversion. He is a big fan of Roth’s as most super-wealthy people have them! They must Read more about In the News: Time[…]
Harvey was featured in a Reuters news article entitled “How to avoid red flags when you change tax prep.” He comments about how an amended return was likely needed to be filed for a client due to the client skipping over carryforward losses on investments which can be missed if not accounted for. To review Read more about In the News: Reuters[…]