Lisch & Lisch Newsletter Archives

L & L Newsletter Archives

May, 2020-How Did the Coronavirus Nearly Break The Markets
April, 2020-Mandated to Work From Home?
March, 2020-Tools to Prove You Live in a Low Tax State
February, 2020-Blue State Distribution
January, 2020-Happy New Year!!
December, 2019-You Cannot Trust the Federal Government
November, 2019-Medicare Newcomers-Forget Plan F, The Cadillac Plan
October, 2019-Financial Literacy Has a Gender Gap
September, 2019-Medical Tourism
August, 2019-Congress is Coming for Your IRA
July, 2019 - Grown Children May Hurt Your Retirement
June, 2019 - Your Tax Home Is Not Always Where You Live
May, 2019 - US Economy Slowing Down
April, 2019 - He Did Not Use A CPA
March, 2019 - Countdown to Medicare & Social Security Checklist
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