Lisch & Lisch Newsletter Archives

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

L & L Newsletter Archives

February 2019 - What Happened?
January 2019 - Happy New Year
December, 2018 - Year End Tax Planning
November, 2018 - Sexual Harassment Tax Deductions
October, 2018 - New Jersey 2019 Tax Changes
September, 2018 - Brokers v. Advisors-New SEC Proposal
August, 2018 - How Much You Will Really Spend in Retirement
July, 2018 - Mixed News for a Cattle Ranching Operation
June, 2018 - Poor Structuring, etc.
May, 2018- Revised Meal and Entertainment Expenses
April, 2018 - New York Adds Passenger Tax on Taxis and Ubers
March, 2018 -529s Expanded By Tax Law
February, 2018 -Planning for Modern Family
January, 2018 -2018 Tax Reform
December, 2017 -Are You Maximizing Your Health Savings Account?
November, 2017 -Regulations Are a Hidden Economic Problem
October, 2017 -Not a Hobby
September, 2017 -Parents Cannot Deduct Amount Spent on Child' Beauty Pageants
August, 2017 -Pre-Commencement Costs are Non-Deductible
July, 2017 -Want a $1,000,000 Paycheck?
June, 2017 -Will Above Average Deductions Cause An Audit?
May, 2017 -Payments To A Woman For Being Faithful
April, 2017 -Don' Be Trapped by Medicare Rules
March, 2017 -Education Refinance Loans
February, 2017 - Upper Income Seniors Face Higher Medicare Premiums
January, 2017 - 2017 Tax Changes
December, 2016 - The Biggest Mistakes Estate Executors Make
November, 2016 -Your Money and the Election
October, 2016 -Managing Finances Through Unemployment
September, 2016 -Who Will Pay the Nursing Home Bill?
August, 2016 -Security on Taxes Faulted
July, 2016 -Accumulate $1 Million
June, 2016 -Considering, etc.
May, 2016 - Retiring After 65 May Extend Life
April, 2016 - Goodbye to the Tampon Tax
March, 2016 -College Aid: Why to Apply
February, 2016 - The Big Short Comes Up Short
January, 2016 - 2016 Tax Changes
December, 2015 -Highlights of the PATH Act
November, 2015 -Are You Taking Full Advantage of Your Health Savings Account?
October, 2015 -Obama to Give Up Internet
September, 2015 -Pensions Brace For Lower Returns
August, 2015 -The Team That Madoff Built
July, 2015 -The IRS Says It Can Discriminate
June, 2015 -IRS Hacked
May, 2015 - Date, Mate, Impregnate
April, 2015 -You Cannot Eat Return
March, 2015 -Estate Tax Chases Retirees From NJ
February, 2015-Interest Paid on Another' Mortgage
January, 2015 - Millions Face Health Insurance Penalty
December, 2014 -Year End Tax Planning
November, 2014 -This is How Our Investment Strategy is Supposed to Work
October, 2014 - New Back Door Roth IRA Contributions
September, 2014 -Obama Wants ROTH Changes
August, 2014 -Back to School
July, 2014 -Captain & Tennille Divorcing
June, 2014 -Avoiding the 3.8% Net Investment Income Tax
May, 2014 -Market Rewarded Those Who Stuck It Out
April, 2014 -Tax Season Recap
March, 2014 -A Bitcoin Mystery
Special Edition -Beware of IRS Phone Scam
February, 2014 -The Importance of Keeping Receipts
January, 2014- 2014 Tax Changes
December, 2013 - The Do' and Don' of Charitable Donations
November, 2013 -The Obama Awakening
October, 2013 -Tax and Employment Implications of the Proposed NY Constitutional Amendment to Legalize Gambling
September, 2013 -What Do We Worry About?
August, 2013 -New York Will Suspend Driver' License for Tax Delinquents
July, 2013 -Part Time America
June, 2013 - Tax Implications of the Defeat of the Defense of Marriage Act
May, 2013 -The Missing Millions
April, 2013 - Estate Planning and Financial Lessons From Downton Abbey
March, 2013 - "We Love Lew"
February, 2013 -Race to the Bottom
January, 2013 -2013 Tax Changes
December, 2012 -Payroll Tax Break Expires December 31, 2012
November, 2012 -Britain' Missing Millionaires
October, 2012 -Tax and Financial Relief For Victims of Hurricane Sandy
September, 2012 - Senior & Military Benefits
August, 2012 - Taxing Olympic Gold
July, 2012 - The Outlook in New York Becomes Grimmer
June, 2012 - Tracking Your Days Just Got Easier
May, 2012-Blue State Blues
April, 2012 -The Newlywed Finance Game
March, 2012 - Retirees Living on the Edge
February, 2012 - Valentine’s Day: Love and Taxes
January, 2012 -2012 Tax Changes
December, 2011-IRS Audits Vehicle Sales Taxes
November, 2011 -Behind The Headlines-Austerity
October, 2011 - More Canaries-Cities Mortgage Buildings
September, 2011 -College Rape Accusations and the Presumption of Male Guilt
August, 2011 -Tax Headaches for Same Sex Couples
July, 2011 - John Edwards’ Tax Lessons
June, 2011 -Payment to Caregivers of Dementia Patients are Deductible
May, 2011 -The IRS Wants Your Records
April, 2011 -Best Client I Did Not Get
March, 2011 -New York Wants You!
February, 2011 -What I Did Last Summer
January, 2011-Welcome Melissa!
December, 2010 -More Canaries
November, 2010 -NY In The Hole
October, 2010 -Dodd Frank Racial & Gender Quotas
September, 2010 -Canary in the Coal Mine?
August, 2010 -More Audits to Come
July, 2010 -Financial Talk for Newlyweds
June, 2010 -NJ Pension System Near Collapse
May, 2010-Paying Interest on Another’s Home Mortgage
April, 2010-Healthcare Bill’s Tax Effect
March, 2010-Looming Pension Crisis
February, 2010-Lessons From Michael Jackson’s Estate
January, 2010-2010 Tax Changes
December, 2009-Obamacare-House Bill
November, 2009-Cash for Clubbers
October, 2009-ROTH Headstart
September, 2009-Obamacare
August, 2009-Don’t Trust New York
July, 2009-How Social Security Works
June, 2009-What My Father Told Me
May, 2009-NY Tax Law-ES Effect
April, 2009-Taxpayer Heroine
March, 2009-Top 10 Estate and Business Planning Mistakes
February, 2009-Stimulus Fraud, Geithner & Daschle Need Good CPAs
January, 2009-2009 Tax Changes
December, 2008-Beware the Bear!
November, 2008-Whew! Now What?
October, 2008-Financial Turmoil
September, 2008- Election Commentary on the Health of Your Wealth
August, 2008-Housing Act of 2008
July, 2008-Consolidation of Students Loans/Borrowing from Company Pension Plans
June, 2008-Retirement Confidence
May, 2008-Silver Tsunami
April, 2008-Business Attire
March, 2008-NY is #1 in Union Members
February, 2008-Extreme Media Bias
January, 2008-2008 Tax Changes
December, 2007-After the Real Estate Bubble
November, 2007-Italian Observations and Men Lie
October, 2007-Ode to Halloween
September, 2007-America’s Bird
August, 2007-Kiddie Tax
July, 2007- Going Cruisin!
June, 2007- Bush Tax Cuts Benefit Rich
May, 2007- Government Has Best Benefits
April, 2007- The Neverending Tax Season
March, 2007- New Federal OIC Rules
February, 2007-Telephone Excise Tax Refund
January, 2007- 2007 Tax Changes
December, 2006- Ode to Milton Friedman
November, 2006- Reduced Home Sale Exclusion Qualification
October, 2006- How to Buy An Election
September, 2006- Tax Increase Prevention and Reconciliation Act
August, 2006- We Offer Mortgages
July, 2006- Job of His Dreams
June, 2006-Who Are the Rich?
May, 2006-Saving For College-Tax Deductibly
April, 2006- Plan for Retirement in 10 Steps
March, 2006- Obtain Your Credit Report
February, 2006- Six Month Extension
January, 2006- 2006 Tax Changes
Description of New Website
December, 2005- Disaster Proof Your Life/Early Money Counts
November, 2005- Melissa Becomes a CPA
October, 2005- Non Retiring Boomers
September, 2005- Back to School
August, 2005- Energy Saving Credits
July, 2005- Financial Thoughts on London Bombing
June, 2005- Check 21 Act
May, 2005- Private Annuities Aid Medicaid Eligibility
April, 2005- IRA Bankruptcy Exemption
March, 2005- Hire Your Children
February, 2005-Tax Preparation Scam
January, 2005- 2005 Tax Changes
December, 2004- 2004 Tax Planning and Hurricanes
November, 2004- Asser Levy
October, 2004- Time to Invest?
September, 2004- Inside MSG at the RNC
August, 2004- Canadian Drug Caveat
July, 2004- Variable Annuity Taxation
June, 2004- Revised Auto Donation Rules
May, 2004- Boomers May Not Retire
April, 2004- HIPAA Rules Restrict Family Access to Health Information
March, 2004- Wealthy Clients Dismiss Stockbrokers
February, 2004- Thwart Identity Theft
January, 2004- 2004 Tax Changes
December, 2003- National Reserve and Guard Tax Status
November, 2003- Baseball
October, 2003- Reality TV
September, 2003- Heavy SUVs
August, 2003- Telecommuters Unemployment Benefits
July, 2003- Together RX
June, 2003- Tax Status of Medical Procedures
May, 2003- Jobs & Growth Tax Relief & Reconciliation Act
April, 2003- NYS Tax Changes
March, 2003- Estate Planning with your iRA
February, 2003- Statutory Employees
January, 2003- 2003 Tax Changes
Israel Reflections
December, 2002- Year-End Tax Planning
November, 2002- Deductible Health Club Membership
October, 2002- Business Tax Deficiency Notice
September, 2002- Market Capitalization
August, 2002- NYS 9/11/01 Tax Relief
July, 2002- Buy Low, Sell High
June, 2002-March, 2001 Reissued- Reissue of March, 2001 Newsletter
May, 2002- Managing Your Company`s Cash
April, 2002- Apple Macintosh Resources for Lawyers
March, 2002- Job Creation and Workers Assistance Act of 2002
February, 2002- Cash Basis for Small Businesses
January, 2002- 2002 Tax Changes
December, 2001-Year-end Tax Planning
November, 2001 - EGTRRA Part III-Estate & Gift Taxes
October, 2001- 9/11/01 Tax Issues
September, 2001- 9/11/01 Tragedy
August, 2001- EGTRRA Part II-Retirement & Education Savings
July, 2001- EGTRRA Part I-Cinderella Tax Law
June, 2001- Privacy Policy
May, 2001- Refinancing
April, 2001- Stocks Undervalued
March, 2001- The Tidal Wave
February, 2001- Tax Relief is a Woman`s Issue
January, 2001- 2001 Tax Changes
December, 2000-Mutual Fund Triple Whammy
November, 2000- Domestic Partner Tax Issues
October, 2000- Top 10 1040 Mistakes
September, 2000- March and April Too High
August, 2000- Index Funds
July, 2000- Annuity and Life Insurance Exchanges
June, 2000- Women on Financial Planning
May, 2000- Custodial Spouses & Dependency Exemption
April, 2000- Hire Your Child
March, 2000-Retirement Age Going Up
February, 2000- Cybertax Issues
January, 2000- 2000 Tax Changes
December, 1999-October, 1999 Reissued- Y2K
November, 1999-Will & Power of Attorney & Stock Market Jitters
October, 1999- Y2K
September, 1999- You Are Lucky!
August, 1999- Payments to Attorneys, Kosovo Tax Issues
July, 1999- Mutual Fund Fees, Leasing a Car
May, 1999- OJ, Documenting Entertainment Expenses
April, 1999- Liability Insurance
March, 1999- Bull Market`s a Bear on Taxes
February, 1999- IRS Can Waive Interest
January, 1999- 1999 Tax Changes
December, 1998- Farewell Al, Living Together Issues
November, 1998- Mutual Fund Year End Planning
October, 1998- Alternative Minimum Tax
September, 1998- Location As A Competitive Advantage
August, 1998- Trip Across U.S.
June, 1998- Reliance on Tax Advisor Avoids Penalties
May, 1998- Tax Planning for Children
April, 1998- Law of Unintended Consequences
March, 1998- Retirement & Education IRAs
February, 1998- NJ v. US Tax Treatment of Sale of Residence
January, 1998- 1998 Tax Changes
December, 1997- World Series Surprise Hit, Y2K, Oldest Contribution Receipt
November, 1997- Life Insurance, Accelerated Death Benefits
October, 1997- Protect Laptop From Theft
August, 1997- No Marijuana Deduction
July, 1997- Discount Brokerages Not Cheap
June, 1997- Tax Tips for Mutual Fund Investing, NYS Unemployment Insurance and Corporate Officers
May, 1997-Financial Checkup
January, 1997- 1997 Tax Changes
December, 1996- Social Security Solution Options
November, 1996- Bob Dole`s Tax Proposals
October, 1996- Financial Thoughts on the Election
September, 1996- Small Business Job Protection Act
August, 1996- Taxpayer Bill of Rights 2
July, 1996- Women & Investing
June, 1996- Investment Risk
May, 1996- www.irs.ustreas.gov
April, 1996- The Idea
February, 1996- Trim Business Fat, Form 1099s Due
January, 1996- 1996 Tax Changes
November, 1995- Under $75 T & E Expenses
October, 1995- $250 or more Charitable Contribution Rules
September, 1995- Securities Purchasing Rules
August, 1995- Wrong IRA OBRA Notices
July, 1995- New York Tax Law Change
June, 1995- Tax Deductible Vacations, Reporting Cash
May, 1995- Schedule H to Report Nanny Tax
April, 1995- Autos Lease v. Purchase
March, 1995- Nonresident Employee`s Termination Pay Not Taxed to NY
February, 1995- GATT Mid Und
January, 1995- 1995 Tax Changes
December, 1994- New Nanny Tax, NY Workers Compensation
November, 1994- NJDOL Talks to IRS
October, 1994- NYC Tax Changes
September, 1994- Self Employment Checklist
August, 1994- NYS TaxChanges
July, 1994- Kudos for Clymer
May, 1994- Retroactive Election of Intangibles Amortization
March, 1994- Pension Coverage for Women
December, 1993- Bull Market Boom
November, 1993- OBRA `93 Estimated Tax Rules
October, 1993- An Informed Hospital Patient, Indexed CDs No Benefit
September, 1993- OBRA`93 Plain Talk
August, 1993- FDIC Insured Limit
July, 1993- College Courses not Deductible;IRS Information Not Private
June, 1993- When The Tax Notice Comes!
May, 1993- NYS & NYC Tax Changes
March, 1993- New Jersey Taxpayer Bill of Rights
February, 1993- Pension Payout Warning
January, 1993- 1993 Tax Changes
December, 1992- IRS Refund Scam Warnign, Telecommuting
November, 1992- Energy Policy of 1992, Boomers Worried
October, 1992- Why Banks Will Not Lend, Don`t Overlook Social Security
September, 1992- Florida Tax Amnesty, Deferred Compensation Plans Can Help Pay C ollege Expenses
August, 1992- Musings From Cross Country Trip
July, 1992- Business Bar-B-Que
June, 1992- Should You Have a Living Will
May, 1992- Financing Health Care Proposals
March, 1992- Refinance Your Mortgage, Charlie Rose
February, 1992- Form 1099s
January, 1992- 1992 Tax Changes
December, 1991- Biggest Mistake Investors Make, Keep Your Records
November, 1991- Investing in the `90s, Dissolve Inactive NY Corporations
September, 1991- Reserving Interest
July, 1991- Obtaining IRA Free of 10% Penalty
June, 1991-Macbased Accounting Firm
April, 1991-Innovative Financing for New Businesses
March, 1991-Children on Payroll
November, 1990-Tips on Saving
April 1990-Financial Planning Questionnaire
March, 1990- Reporting Cash Payment