Blog

by Barry C. Picker, CPA/PFS, CFP (the following is not to be taken too seriously)First, congratulations to the Baltimore Ravens on their Super Bowl victory.But the important question for those of us who do financial planning and investment management is: who, or rather what, are the Baltimore Ravens?Why is this important? It’s important because the Super Bowl […]

by Barry C Picker, CPA/PFS, CFPChutzpah has been defined as the child who kills his parents and then pleads for mercy in Court because he’s an orphan.In a similar vein are the three plaintiffs who sued UBS for the damages that resulted from Plaintiffs’ failure to pay income taxes.It seems that the plaintiffs, who sought class action status […]

by Zesha Auerbach, CPAForm 1099 is the form that payors of income use to inform you of the income paid to you. Most of the form 1099s you receive are fairly straightforward. You receive a 1099 from the bank to report interest income paid to you and you receive a 1099 from any stock that […]