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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Five phases to changing unhealthy behaviors.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
It's important to understand the pros and cons when considering a prepaid debit card.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Take a look at this 2017 Market Recap.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here is a quick history of the Federal Reserve and an overview of what it does.