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Our team, Michelle T. Rosenberg, Lance N. Millman and Linda Katz

For more than twenty years, we have helped our clients grow their businesses, manage their taxes, and pursue financial security.

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that strives to simplifies your life.

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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