Veronica M. Sullivan, CPA, LLC

Veronica M. Sullivan, CPA, LLC Personal income tax return preparation; individualized counseling on how to acheive financial and life goals - budgeting, cash flow planning, etc.....

Money should bring you happiness, security and confidence - not confusion and uncertainty. The purpose of this page is to bring to your attention useful and up-to-date tips, information and advice on a variety of personal finance topics that may be helpful as you try to make solid financial decisions.

10/13/2020

If you know a retired Merchant Mariner, please send them our card. They may need some help or know of someone.

Good advice...
03/15/2020

Good advice...

The more you know...🌈🙌
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Credit: OTTBs with Friends of Ferdinand Inc.

If you are single and your gross income is above $200,000 or married with total gross income greater than $250,000 - b...
12/12/2015

If you are single and your gross income is above $200,000 or married with total gross income greater than $250,000 - beware of the additional 3.8% tax on investment income. Investment income includes interest, dividends, non-qualified annuity income, royalties, and rents.

Can you believe that there are only three more weeks of 2015! Are there any year end tax moves that make sense for you?
12/11/2015

Can you believe that there are only three more weeks of 2015! Are there any year end tax moves that make sense for you?

Have you been wondering how the recents changes to Social Security may affect you? ....
12/04/2015

Have you been wondering how the recents changes to Social Security may affect you? ....

Social Security Claiming Rules are Changing...Many people were surprised when Congress eliminated two popular Social Sec...
11/19/2015

Social Security Claiming Rules are Changing...
Many people were surprised when Congress eliminated two popular Social Security claiming strategies, "file and suspend" and "restricted application for spousal benefits," in the Bipartisan Budget Act of 2015 which became law on November 2. Some people still have a limited window of time to take advantage of these two claiming strategies.

Are you interested in what the lastest average college costs are or when FAFSA deadlines are? Did you know that your 201...
11/04/2015

Are you interested in what the lastest average college costs are or when FAFSA deadlines are? Did you know that your 2015 tax return will be the reference point for two years in a row - 2016/17 & 2017/18? If you can reduce your income before the end of 2015, your child's potential financial aid award could increase. Read on...

Congress has agreed to, and the president is expected to sign into law, a bill that 1) averts a government shutdown and ...
11/02/2015

Congress has agreed to, and the president is expected to sign into law, a bill that 1) averts a government shutdown and 2) shuts down two popular Social Security claiming tactics: the-file-and-suspend and the restricted-application Social Security strategies.

It was good while it lasted......

Budget deal also shuts down two very popular Social Security claiming strategies, including file-and-suspend.

What do you know about Social Security? Do you know how you qualify? What about spousal benefits? ......
10/31/2015

What do you know about Social Security? Do you know how you qualify? What about spousal benefits? ......

Were you wondering how much you can contribute next year (2016) to your IRA or if your contribution might be deductible?...
10/29/2015

Were you wondering how much you can contribute next year (2016) to your IRA or if your contribution might be deductible? The new guidelines are out....

Address

Colts Neck, NJ

Telephone

732-890-1391

Website

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