Category Archives: General Tax

19 November 2017

Quick Income Tax Tip to Start the 2017 filing Season

Welcome to the 2017 Income Tax Filing Season.  Electronic submissions start January 29, But many of you won’t file until March or April or beyond.  Quick tip:  Contact your tax advisor right away to see how tax reform affects your … Continue reading →

Current Events
16 November 2017

Stu chats TAX Reform with Win Damon on FM 96.3 Joppa radio

Tax reform is front and center these days as potential plans for reform are being pushed and are in ASAP mode.  As usual there are so many stories and claims to this extremely huge issue.  After reviewing dozens of articles … Continue reading →

Current Events
13 January 2017

Erock Tax lets plan for the 2016 Tax filing Season

Well folks it’s that time of year again:  Dreaded Tax Season.   Lot’s to think about as a new administration takes over.  Will tax cuts benefit you and your family or will the middle class get caught in the middle … Continue reading →

General Tax
12 December 2016

Stu and Win Damon chat with Bob Pezzella of RMS Mortgage

Stu Steinberg and  Win Damon of WNBP FM 106.1  in Newburyport had a great chat with local mortgage expert Bob Pezzella (NMLS #112811) .  As a local tax guy and entrepreneur, I love to bring others on WNBP for my … Continue reading →

Current Events
29 September 2016

10 Tips for Stronger Identity Theft Protection

Identity theft is the number one consumer complaint in the country, making it a serious and growing problem. From fraudulent credit card use to misuse of bank accounts to big data breaches, identity thieves use increasingly sophisticated methods to hack … Continue reading →

General Tax
23 August 2016

Income Tax planning for Olympic Medal Winners

I came across an interesting article that happens to get published around Olympics Time every couple of years.  Did you know that the Olympic medals that Olympians win are taxable?  There is also prize money awarded for winning and that … Continue reading →

General Tax
13 October 2015

A Review of GOP Presidential Candidate Donald Trump’s Income Tax Plan

I spoke with Win Damon last week about Mr. Trump’s income tax plan.  His plan would cut taxes and lead to higher incomes for taxpayers at all levels of income, including the wealthy and the super wealthy.  In many ways … Continue reading →

Current Events
2 September 2015

Stu chats mortgages on Radio WNBP with Bob Pezzella

I recently spoke with local mortgage banker Bob Pezzella about the real estate market here in the beautiful seaside city of Newburyport.  Bob has been at his craft for close to 20 years helping families navigate the mortgage world and … Continue reading →

General Tax
8 October 2014

Tax Fraud – You WILL Get Caught!

Are you a U.S. Citizen? Are you sure? I ask as news headlines are all abuzz with the astounding fact that, this “guy”  one of the husbands of the New Jersey Housewives show, apparently did not realize he was not … Continue reading →

General Tax
1 April 2014

April 15th! Tax Paying deadline, NOT the filing deadline!

As April 15th rapidly approaches, I see more and more tax folders and faxes and client documents come through my office.  With all of us leading more “complicated” lives, our tax returns have become more complicated as well.  But here … Continue reading →

General Tax
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