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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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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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1Q19 Quarterly Letter

The 1st quarter of 2019 provides an interesting comparison to the 4th quarter in 2018. One of the very best 1st quarters in history proceeded by one of the very worst 4th quarters.

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2018 GIPS Annual Disclosures

At Curran Investment Management we believe in abiding by the highest ethical standards and principles. When it comes to performance, it means adhering to GIPS, global investment performance standards.

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Disappointed in Your Tax Refund?

If your tax refund is less than you anticipated, you are not alone. In a report issued by the Treasury Department on February 14th, the average refund it is paying in 2019 has dropped to $1,949 from $2,135 in the prior year.

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2018 Retirement Contribution Opportunities

Did you know that you can make retirement savings contributions after the close of the tax year and that these contributions may be deductible? With the April tax deadline in the near future, the window of opportunity is closing to maximize contributions to retirement and special-purpose plans for 2018.

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IRS Giving a Break to Some Taxpayers Who Under-prepaid Their 2018 Taxes

The late 2017 passage of tax reform that became effective for 2018 and its radical changes added considerable confusion for taxpayers trying to determine how much they should prepay for 2018. As a result, there has been ongoing concern by the IRS that many taxpayers will end up owing tax this year when they file their 2018 returns...

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Big Tax Changes for Divorce Decrees after 2018

For divorce agreements entered into after December 31, 2018, or pre-existing agreements that are modified after that date to expressly provide that alimony received is not included in the recipient’s income, alimony will no longer be deductible by the payer and won’t be income to the recipient.

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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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