Get In Touch

(954) 755-7302

Lisa J. Montano CPA, PA

Certified Public Accountant

Category: Tax

Tax Season Treasures #1: Retirement Planning

Last week I met with a client who has had, financially, a very profitable year. After rolling over a 401K from an old employer to an IRA and adding a $4000 deductible contribution for 2013, in 2014 she has since received a 50% pay raise, increasing her salary deferral in the employer’s 401k plan from 3% […]

Tax Season Treasures: Introduction

One thing I love about being an accountant is having the chance to connect and build relationships with such a unique and varied group of people. From the one hundred and six year old woman with nineteen grandchildren, to the twenty one year old young man fresh out of college, each client has a different […]

I’ve Fallen and Still Can’t Get Up (fiscal cliff legislation)

13th hour fiscal cliff legislation was passed yesterday that raises taxes slightly and postpones automatic spending cuts for two months.  Here are the highlights of the new tax laws: Tax rates remain the same for singles earning up to $400,000 and couples earning up to $450,000. Above this income level, the marginal tax rate rises to 39.6%. Certain […]