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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Second marriages are a trigger event to revisit any existing estate strategies.
Good employee health can be great for the company’s bottom line.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's a breakdown of how the federal government spends your tax money.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know these three personal finance sayings?