Blog Posts in 2019

Year End Federal and State Tax Strategies

Year-end Federal and State Tax Strategies While there are many year-end tax strategies that stand the test of time, with the recent changes to the federal tax code, it is imperative to understand which changes provide new opportunities and which changes may bring about unintended consequences. The following is a quick checklist including tax strategies, reminders and immediate action steps you may ...

Tax Tips for Dealing with YOUR retirement accounts

Roth it? Really? —— Should I Pay Tax Now on Purpose? Is it time to consider a Roth IRA ? When does it make sense to accelerate your obligation to pay more taxes electively? General answer: NEVER The general rule of income tax planning is to defer income (into the future) and accelerate deductions (into this year) to lower your income tax bill. So, when does it make sense to pay taxes early in ...

The SECURE Act Special Report

Create your legacy and shift your tax dollars to your favorite charities while maintaining an income stream for you and your family. Amidst the political debates and impeachment inquiry, a newly proposed federal legislation called the SECURE Act has passed in the House with major bipartisan support. It is currently held up in the Senate. Despite the postponement, many top pundits agree that there ...

Lisa Goddy Announced As Partner of Wollman, Gehrke & Associates, P.A.

Naples, FL, August 2019 – Wollman, Gehrke & Associate, P.A., an Estate Planning law firm based in Naples, FL, is pleased to announce the promotion of Lisa B. Goddy to the position of Partner with the firm. “We are thrilled to have Lisa become a Partner of our firm. Her strong work ethic and legal acumen make everyone around her better” said Edward Wollman, the firm’s Founding Partner. Lisa started ...