by MRA Advisory Team | Oct 16, 2023 | Tax Planning, Tax Tips
Webinar: Year-End Tax Planning When: Monday, November 13, 2023 Time: 6:30 pm – 7:30 pm MRA Advisory Group invites you to our Year-End Tax Planning Webinar. Alison Cogan, CPA, and Marco Lima, CFP®, CEO will discuss any tax changes for this coming year... 
by MRA Advisory Team | Aug 24, 2023 | Entrepreneur
Planning for your own business Before you start your own business or buy an existing business, you should do some initial planning. You may have already decided what type of business you want — your own restaurant, retail outlet, service, or manufacturing plant. You... 
by MRA Advisory Team | Jul 24, 2023 | Weekly Market Update
Last week saw stocks close generally higher, with only the tech-heavy Nasdaq slipping lower. The Dow extended its winning streak to 10 straight sessions, its longest run since August 2017. Investors, probably anticipating another 25.0 basis-point hike from the Federal... 
by MRA Advisory Team | Feb 23, 2023 | Alison C. Cogan, Director of MRA Tax Services, Tax Planning, Tax Tips
Why minimize estate taxes? The act of giving away your property, either during life or at death, will probably be subject to one or more of several types of taxes (collectively referred to here as estate taxes), either on the federal level, state level, or both. These... 
by MRA Advisory Team | Jan 25, 2023 | Tax Scams, Tax Tips
The tax filing season is a popular time for scammers to call and dupe unsuspecting taxpayers. These thieves often make threatening or alarming calls posing as the IRS to try to steal taxpayer money or personal information. The IRS doesn’t initiate contact with...