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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
“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.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do your insurance needs stay the same when the nest empties?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Technology tips to make your next trip even better.
Knowing the rules may help you decide when to start benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are three things to consider before dipping into retirement savings to pay for college.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.