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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There’s a link between debt and stress.
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding the economy's cycles can help put current business conditions in better perspective.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Tips on insuring your teen driver.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
2018 could be shaping up to be an interesting year.
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.