Our Company News
No Section 165 Loss Deduction for Bitcoin
Episode 256 – Cryptocurrency can be a very volatile asset. If the cryptocurrency falls significantly in value, that loss may not be entitled to a Section 165 loss deduction on the investor’s income tax return. Continue Reading No Section 165 Loss Deduction for Bitcoin
Massachusetts and Other States’ Estate Taxes
Episode 255 – Massachusetts is one of twelve states with a state estate tax. Even though it just raised its state estate tax exemption amount from $1 million to $2 million, you don’t have to be ultra-wealthy to be subject to estate taxes, so plan now. Continue Reading Massachusetts and Other States’ Estate Taxes
Are Millennials Better Prepared for Retirement Than Baby Boomers and Generation X?
Episode 254 – Which generation—baby boomers, gen X or millennials—is better prepared for retirement? The answer may surprise you. Continue Reading Are Millennials Better Prepared for Retirement Than Baby Boomers and Generation X?
Will Future Retirees be Able to Maintain Their Living Standard?
Episode 253 – Two recent reports paint a scary financial picture for many future retirees. But how bad is the situation really? Continue Reading Will Future Retirees be Able to Maintain Their Living Standard?
Are Roth Conversions Right for Everyone?
Episode 252 – We’ve been bombarded by mass media touting the benefits of doing a Roth conversion, but they may not be right for everyone. Continue Reading Are Roth Conversions Right for Everyone?
Annual Charity Golf Tournament Raises $37,000 For Children, Families and Veterans
Binghamton, NY (October 19, 2023) – The 22nd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament was a huge success, bringing together the community to help raise $37,000 to benefit children, families, and U.S. military veterans in Broome County. Security Mutual...
What are Student Borrowers Going to Do?
Episode 251 – A recent survey found that 62% of people with student debt plan on “boycotting” their future payments. Is that a good idea? Continue Reading What are Student Borrowers Going to Do?
Plan Today for Tax Changes that May be Coming in 2026
Episode 250 – The Tax Cuts and Jobs Act of 2017 is scheduled to expire in a little over two years. Now might be a good time to start planning for a potential tax law change. Continue Reading Plan Today for Tax Changes that May be Coming in 2026