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 Avantax.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Ascertaining the value of your business is important for a variety of reasons.
Here’s a guide to explain all the parts of Medicare.
Five creative (and inexpensive) ideas for motivating your employees.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial advisor about changes in your situation.