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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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How Long Should You Hold On To Old Tax Records?

In an ever changing landscape of technology and electronic filing of documents, how long should you keep a paper copy or an electronically stored copy of your tax records? Generally, taxpayers should hold on to their tax records for at least 3 years unless...

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4Q18 Quarterly Letter

The BIGGEST challenge investors face following a severe financial crisis is lack of confidence. As a result history tells us people, when investing, are far too cautious for too long. At Curran, we believe this bull has far to run before the party ends. Many seem to believe buying now is much too late to join in the merry making. Perhaps but maybe buying now is the same as being fashionably late. History will tell us.

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Overview of Federal and New York Estate Tax

For the majority of tax paying individuals, federal estate tax will not be an issue for them while the Tax Cut and Jobs Act of 2017 legislation is still in place. It is recommended that individuals review their estate planning documents to make sure they still achieve a desirable goal in light of the new laws.

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Will Gifts Now Harm Estates After 2025?

Tax reform virtually doubled the unified gift-estate exclusion for years 2018 through 2025. This has caused concerns related to what the tax consequences will be for post-2025 estates if the decedent, while alive, had made gifts during the 2018-through-2025 period utilizing the higher unified gift-estate exclusion.

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An End of Year Tax Checkup May Be Appropriate

Taxes are similar to vehicles in that they sometimes need a check-up to make sure they are performing as expected. That is especially true for 2018, with all of the changes brought about by tax reform. As we approach the end of the year, looking at your overall tax projection for 2018 will more than likely be necessary in view of the new changes to avoid surprises and penalties.

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Rejoice - Business Meals Are Still Deductible

The Tax Cuts and Jobs Acts made sweeping changes on the ability of individuals and business owners to itemize deductions, especially substantially limiting certain qualified business expenses that were previously deductible. Although parts of the new law are clear, there are some grey areas surrounding business meals, in which this article will address among other items. With the end of the year fast approaching, here at Curran we want to make sure our are well informed to not potentially miss any opportunity to be as tax efficient as you can.

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Making Two IRA Rollovers in One Year Can Be Costly

Tax law permits one distribution from your IRA in a 12 month period as long as you return the distribution to your IRA within 60 days with no tax consequences. If you do this more than once in a 12 month period, or do not return the money, there will be some serious tax consequences.

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What Are The Penalties For Not Filing Your Tax Return?

With the 2017 income tax deadline extension just behind us on October 15th, 2018, many people may wonder what the penalties are if they forgot to file. At Curran, we strive to provide comprehensive financial services and incorporate tax discussions into our planning so mistakes like this won’t happen.

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5 Reasons to Amend a Previously Filed Tax Return

With more than 5 out of 131 million tax returns filed each year that need amending and the ever changing tax laws, seeking prudent tax advice is more crucial than ever. Here at Curran, we believe that finance and tax planning go hand in hand and the integration of such is essential for comprehensive financial counseling.

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Understanding Tax-Deferred Investing

At Curran Wealth Management we value educating our clients on different investment vehicles when making important decisions for their financial future and the futures of their families. Knowing how these various savings vehicles are taxed is important for choosing the ones best suited to your particular circumstances.

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IRS Missteps to Avoid

If you have an IRA account or are considering one, there are a number of potential missteps you will want to avoid. Some of them can lead to unwanted taxes and penalties, and of course, we are talking about your retirement funding, so it is an important issue. Here are a number of issues to keep in mind:

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