THE IMPORTANCE OF TAX PLANNING
As the saying goes, it’s not what you make, it’s what you keep. A woman’s chances of achieving financial security — both today and for all the tomorrows to come — improves greatly with sound tax planning. These skilled financial planners, all of whom specialize in women clients, have some money-saving suggestions that, if you’ll pardon the pun, make a lot of “cents.”
Attention Recently Widowed and Divorced Women
The first time a woman (especially one who’s never handled family investments) pays estimated quarterly taxes or asks for a filing extension can be highly emotional, but with time and education it’ll all work out, says Dorie Fain, founder and CEO of AndWealth in New York.
More on Paying Estimated Taxes & Asking For An Extension
NY Times: A Paralyzing Fear of Filing Taxes
The Skinny on Paying Estimated Taxes
Over 50 and Own Your Own Business?
How one woman is successfully playing catch up with her retirement savings using this tax-friendly strategy, with the help of Maura Griffin, head of Blue Spark Capital Advisors in New York.
More on Retirement Catch Up
What is a Defined Benefit Plan?
“People Forget to Think About Taxes”
More women are working and controlling large amounts of income-generating assets. Debbie Taylor, who has a law degree and is a CPA by training, and now heads Taylor Financial Group in Franklin Lakes, NJ, has some thoughts about how to avoid paying up to nearly 50% of your annual income in taxes.
More on Forgetting About Taxes
Tax-free Estate Benefits of Roth IRAs Curtailed in Obama Budget
A Loving Way to Cut Your Tax Bill
The Beatles may be right that money “can’t buy me love.” But getting married or remarried can result in a big tax saving for you or that new man in your life, as Eve Kaplan of Kaplan Financial Advisors in Berkeley Heights, NJ, explains.
More on Getting Married
Marriage Bonus and Penalty Tax Calculator
Attention Same-Sex Couples Who Just Said “I Do”
With all the advantages that come from being legally married may come some tax disadvantages, though they are more than offset by the advantages, as Jennifer Hatch of New York-based Christopher Street Financial, the well-known financial advisory firm for LGBT’s, emphasizes.
More on Same-Sex Marriage Penalty
Tax Issues of Same-Sex Marriages
MORE ABOUT OUR GUESTS
DORIE FAIN
Ms. Fain runs a boutique financial advisory firm for a select group of women who are managing their new-found finances for the first time. She spent 12 years at Smith Barney, where she was the youngest woman ever hired into their training program.
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MAURA GRIFFIN
Ms. Griffin has more than 20 years experience in the financial services industry, including stints at UBS Equities Research and Citigroup Private Bank. A graduate of Georgetown University, she is a Certified Financial Planner.
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JENNIFER HATCH
Ms. Hatch has more than 20 years of Wall Street experience, including stints at JP Morgan and Bear Stearns, where she specialized in high yield bonds and international equities. She is a Certified Financial Planner dedicated to solving the financial dilemmas of same-sex couples.
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EVE KAPLAN
Before starting her own firm, Ms. Kaplan spent many years in international finance in New York, Tokyo, Singapore, and Rotterdam. In Rotterdam, she managed nearly $1 billion in invested equities.
Columns on The Alternative Press
Contributions to Forbes
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DEBRA TAYLOR
Formerly a practicing attorney, Ms. Taylor heads a full-service wealth management firm that provides a multidisciplinary approach to the needs of her clients, which include high net worth individuals and families.
Columns on The Alternative Press
Contributions to Forbes
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