by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 9, 2022 | T. Lee Sherbakoff, Tax Planning
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Taxes are something nobody ever wants to think about, but every year we are forced to tackle the mess that is the U.S. tax system. With all its crazy forms and loopholes, taxes in the U.S. seem like they were designed to be...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 1, 2021 | Estate Planning, Monthly Insights, T. Lee Sherbakoff, Wealth Management
“The legacy of heroes is the memory of a great name and the inheritance of a great example.” —Benjamin Disraeli, British statesman and who twice served as Prime Minister of the United Kingdom We hope everyone had a wonderful summer and are looking forward...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 20, 2021 | Investing, Personal Finance, T. Lee Sherbakoff, Tax Planning, Wealth Management
By Lee Sherbakoff, CFP/PFS, CFP, RICP The reality is you owe taxes whenever you make money—or, in IRS terms, when you’ve realized gains. After selling an investment at a higher price than what you paid for it, capital gains tax is waiting right around the corner...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 1, 2021 | Estate Planning, Investing, Monthly Insights, Retirement, T. Lee Sherbakoff
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.” –Pele, Brazilian former professional footballer (soccer) and among the most successful and popular...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 4, 2021 | Monthly Insights, Personal Finance, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Regardless of whether you purchased your home long ago or have only been there for a few years, downsizing can be an enticing option for many people as they near retirement. There are plenty of reasons to sell and seek out a...
