Blog
By the Numbers: Tax Changes from the IRS for 2022 Filers
For the 2022 filing season, there are a few updates from the Internal Revenue Service (IRS) that all taxpayers should be aware of. As tax professionals, we track changes from the IRS and keep them top of mind.
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With A Strong Market in Q1, Optimism Leads to Caution
The stock market has had a very strong start to the year, but excessive optimism may be premature since earnings have been somewhat disappointing.
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Understanding SECURE Act 2.0
In the final days of 2022, Congress passed a new set of retirement rules – SECURE 2.0. The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.
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Lessons Learned from Market Volatility in 2022 and How to Prepare for 2023
Everything, in retrospect, is obvious. 2022 was a bad year for investors. Senior Investment Officer Stephen Galli delivers a market & portfolio update for Q1 2023. Watch the webinar replay.
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Wealthspring Acquires Parsippany-Based Financial Planning Firm Kostka Taylor
Local tax and financial planning firm Wealthspring Financial Partners announced it has acquired Kostka Taylor, LLC, in Parsippany, N.J.
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Wealthspring Expands Locations in New Jersey and New York
Wealthspring Financial Partners announced three new office locations acquired from Nisivoccia Wealth Advisors in New York City, Flemington, NJ, and Ewing, NJ.
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Zach Logan and Karen Kohl Join Wealthspring Tax Team
Wealthspring Financial Partners has hired two new certified public accountants to support its growing client base across New Jersey.
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Wealthspring Acquires Flanders-Based Accounting Firm
Wealthspring Financial Partners announced it has acquired Michael J. Rapach, Jr., accounting firm in Flanders, N.J.
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