Financial Services, Tax and Accounting
Our team at Martin Kofman, CPA is uniquely qualified to assist you, your family, and your business with tax preparation and planning, wealth and investment management, saving for education, retirement planning, as well as providing other financial guidance.
Investment services are offered by (Martin S. Kofman) through his affiliation with HD Vest.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
An increasing number have been developed to help individuals with their personal finances.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Couples may be able to head off many of the problems in a marriage that money can cause.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women must be ready to spend, on average, more years in retirement than men.
There are hundreds of ETFs available. Should you invest in them?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.