David Lerner Associates News

4 Important Retirement Decisions

19 Mar 2014 - Some people are extremely disciplined when it comes to saving diligently and investing wisely for retirement throughout their working lives. But the need for discipline and diligence does not stop when you actually reach retirement age and enter your golden years.

A Closer Look at Life Insurance

3 Sep 2017 - Life insurance has the unique quality that on a long enough timeline, every policyholder will eventually qualify for a payout.

A Guide to Estate Planning

27 Jan 2017 - Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here is why.

Avoid These Retirement Planning Mistakes

28 Nov 2016 - Retirement looks different for everyone. Whether you want to finally climb that mountain you have been thinking about for years or spend the rest of your days in the warm tropical climes of a faraway beach paradise, someone is going to have to pay for it.

College and Saving

15 Nov 2017 - If you are planning on sending your kids to college then you need to be thinking about the financial costs and the best ways to save for them.

College Savings Plans

31 Mar 2017 - The person most likely to benefit from a college savings plan is obviously the child who goes to college. Keeping your child out of a bottomless pit of student loans is probably the best thing you could do for their finances.

Common Financial Mistakes

24 Aug 2017 - Your current financial situation is the sum total of every decision relating to money you have made in the past.

David Lerner Associates : Will Your Taxes Go Up In the New Year?

10 Dec 2012 - As things stand now many Americans are facing a tax increase beginning in 2013. This pending tax increase has been referred to as "the 2013 fiscal cliff" and "Taxmageddon" by some pundits, who are concerned that it could threaten the fragile economic recovery.

David Lerner Associates News: Complaints at Tax Time

26 Mar 2014 - About this time of year is when complaints about paying taxes often grow the loudest. One reason why is because many people are starting to gather all of their tax paperwork in preparation for the April 15 tax filing deadline.

David Lerner Associates News: Seniors, Do You Have to File a 2013 Tax Return?

12 Mar 2014 - Depending on the amount of their gross income, their filing status and their age, some seniors might not have to file a federal income tax return this year.

David Lerner Associates News: What Should You Do With Your Tax Refund?

17 Mar 2014 - Many people view their tax refund as free money. A tax refund is your money that you essentially loaned to the government by having more tax withheld from your paycheck than was necessary.

David Lerner Associates: Beware the Tax Identity Theft Scam

5 Mar 2014 - As we enter the height of tax-filing season ther have been complaints about another kind of identity theft scam: tax identity theft. Here thieves try to steal your personal information in order to submit fraudulent tax refund claims with your information on them to the IRS

David Lerner Associates: Charitable Deduction

17 Mar 2015 - The charitable deduction allows you to take off the value of property you offer to charity from your property and might minimize any federal gift and estate tax that might be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and satisfy your estate planning objectives.

David Lerner Associates: Do not Overlook These Tax Deductions and Credits

25 Mar 2013 - Tax time is right around the corner. Now is the time to start getting all your tax materials and paperwork in order so you wo not be scrambling the week before April 15.

David Lerner Associates: Estate Planning Essentials

15 Apr 2016 - An effective and smart estate plan is necessary if you want to make sure your assets are inherited by the intended parties, no matter the size of your estate. If done right, your plan can limit the taxes owed by the beneficiary. Here are some helpful tips.

David Lerner Associates: Five Common Financial Mistakes

11 Feb 2016 - Your current financial situation is a combination of every decision relating to money you have made in the past. If you are like most people, you have had very little or no coaching, so you are just learning as you go.

David Lerner Associates: How to Give Money to Family Members Without Incurring Taxes

9 Oct 2013 - Many people are not aware that gifts to family members could be subject to federal gift taxes. The American Taxpayer Relief Act (the legislation passed on January 1, 2013, that averted the so-called fiscal cliff) raised the top estate and gift tax rate from 35 to 40 percent.

David Lerner Associates: IRS Data Theft and the Need to Protect your Personal Information

10 Mar 2016 - The U.S. Treasury has released a revised and far scarier picture of the cyber-attack suffered by the IRS last year. Initially, it was thought that just over 100,000 people were affected by the incident, but now they are saying it was over 700,000. That raises the issue of online security and the need to protect your information, as well as staying alert to tax scams as we head into another tax season.

David Lerner Associates: Just How Much Yearly Revenue Can Your Retirement Portfolio Provide?

2 Feb 2015 - Prolonging your savings may call for attention to tax issues. For example, how will higher withdrawal rates affect your tax bracket? And does your withdrawal rate take into account whether you will owe taxes on that money?

David Lerner Associates: Tax Law Patches the AMT Permanently

1 Apr 2013 - The payroll tax holiday that was in effect for 2011 and 2012 was not extended for 2013 and as a result, most workers take-home pay is now lower than it was at the end of 2012.

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    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com
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