Fairman Group Suggests Top Questions to Ask a Tax Advisor

The 2018 tax season will be here soon. Have you experienced a life event such as retirement, a divorce, a move, a job change, or a transfer of wealth in the past year? In these situations, seeking the professional advice of a qualified tax advisor may be a given. When interviewing a qualified tax advisor, Fairman Group Family Office suggests that you ask the following 5 questions to gain valuable insight into the quality of relationship you can anticipate and how it will impact your overall financial health.

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Fairman Group Provides Important Year-End Tax Income Planning Updates

As the leaves continue to fall and your thoughts turn to family and the holidays, consider what you can do—this year—to lower your tax bill. To help you get ready for tax season, Fairman Group Family Office has prepared some important information regarding: Standard vs. Itemized Deduction Changes, Qualified Business Income (QBI) Deduction, Section 179 Tax Deduction for Businesses, Elimination of Entertainment Expense Deductions, Tried and True Ways to Manage Taxable Income.

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Fairman Group Family Office Informs Readers About Donor Advised Funds

Before the new Tax Bill, Fairman Group’s advisors and tax professionals would often get questions about charitable trusts and foundations for those looking to donate substantial assets to charities or looking to create a family legacy. However, now that the new Tax Bill has raised the bar for itemized deductions to $24K for married couples filing jointly, many more individuals should now learn about and consider Donor Advised Funds.

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Fairman Group Publishes Top 5 Questions to Ask Your Financial Advisor Regarding Portfolio Risk

If you are preparing for a meeting with your financial advisor—whether as part of an ongoing relationship or exploring a potential new advisor—there are some questions you should ask in order to more deeply understand your risks. Use Fairman Group Family Office’s 5 questions as a backdrop for a meaningful discussion about your financial health and future, so that you can become a truly informed consumer.

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Fairman Group’s Next Nest: Volume 1

Are you an Empty Nester planning your Next Nest? If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won’t want to miss Fairman Group Family Office’s fictional series about the financial challenges, opportunities and gotcha’s regarding second homes, out-of-state residency, remodeling and moving to the city.

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Fairman Group Update on Estate Planning and the New Tax Bill

Fairman Group Family Office offers changes that you should be aware of regarding estate taxes with the new Tax Bill. This article focuses on increased estate & gift tax exclusions, as well as additional estate & income tax planning opportunities. For over 15 years Fairman Group has been providing financial planning, investment advisory, tax preparation and tax planning services to individuals and families in the Greater Philadelphia Region.

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    107 W. Lancaster Avenue, Suite 203

    Wayne, PA 19087