2024 Year-End Tax Strategy
By Peter Stevanoff, CPA Partner with The ZLC Group, Orchard Park Office Like 2023, 2024 so far has not produced significant tax legislation impacting year-end tax planning. It does, however, continue to be impacted by tax legislation enacted in prior years. Legislation such as The Tax Cuts and Jobs Act, SECURE 2.0, and the Inflation […]
‘C’ is for Credit: Finance Terms and Tips
Have you ever applied for a credit card? A loan? A mortgage? If you’re reading this, you’re likely one of 80% of Americans who has consumer debt, which is money owed to lenders and creditors for things like credit cards, student loans, auto loans, and mortgages. So, you’ve got debt, right? That means you’ve established […]
Year-End Financial Checklist: 3 Essential Tasks to Wrap Up Your Finances
Like it or not, a new year is upon us—and that means looking back to see how we fared with our finances in 2023. To help you finish the year strong (or establish a plan for future success in 2024), here are a few financial tasks to consider before the clock strikes midnight on New […]
