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.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A four-step framework for building a personal legacy.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Learn a little about worldwide currency in this fun infographic
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A few strategies that may help you prepare for the cost of higher education.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a quick guide to checking to see if you have unclaimed money.
2018 could be shaping up to be an interesting year.
If you died, what would happen to your email archives, social profiles and online accounts?
What is your plan for health care during retirement?
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.