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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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What You Need to Know about Student Loan Interest

You can claim a deduction for student loan interest whether you claim the standard deduction or you itemize your deductions since it is an adjustment to income. If you are planning to finance a college education for yourself or a family member it's important to know the rules so that you get the maximum benefit allowed.

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What to Do If You Receive a Dreaded IRS Letter

If you receive an IRS notice, your first step should be to not panic. You may have overlooked a capital gain or income statement. It is also possible that the IRS has caught someone else using your SSN to file or otherwise steal your identity.

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2Q19 Quarterly Letter

The simple truth is no one knows when the market will rise or fall. We continue to be amazed at how much time and money is wasted on market forecasting. Finding a unicorn probably has the same probability for success. There is evidence that the market rewards the patient investor over time.

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Tax Implications of Active Equity Management Performance

Data has shown that it’s challenging for active investment managers to beat the S&P 500 Index, even more so when fees and taxes are taken into consideration. With patience and discipline investors can enjoy the rewards of capital appreciation without realizing significant capital gains.

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Eldercare Can Be A Medical Deduction

People are living longer now than ever before. Many individuals are serving as care providers for loved ones who cannot live independently. They often have questions regarding the tax ramifications associated with the cost of such care.

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The Chicken or The Egg; Quality or Sustainability

Based on the goals of quality investing and sustainability one may conclude that they are mutually exclusive. However, on closer inspection that is not necessarily the case. Sustainable investing is not just good for the environment...

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Why Tax Basis Is So Important

Tax basis is a complicated topic relating to many types of assets. Basis is not always equal to the original purchase cost. It is determined in a different way for purchases, gifts, and inheritances and you can’t always depend on others have the information required.

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Making Sense of Sustainable (ESG) Investing, an Introduction

Sustainable Investing, also known as socially responsible investing, is the process of incorporating environmental, social and governance (ESG) factors into investment decisions. Individuals who invest in sustainability choose companies with the purpose of achieving their personal goals plus obtaining their desired financial return.

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Education Planning Update: NYS 529 ALERT

The Tax Cuts and Job Act of 2017 added the ability for state 529 plans to qualify withdrawal expenses to include up to $10,000 per year per beneficiary for tuition at any public, private or religious elementary or secondary school. But, not all states chose to participate in this change and amend their laws, including New York State.

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