Summer at the Jersey Shore is almost over. With that, the 2015 tax filing season is also coming to a close. Corporate returns and personal returns will all be due in the coming weeks. Soon after October 15th, we will begin our year-end tax planning appointments. We remind you that our firm has proudly served the Jersey Shore and its surrounding areas for over 40 years. Lou Gallipoli, Sr. built the firm based on trust and integrity. Our firm specializes in wealth management, tax planning and income & estate tax preparation. To keep up with the ever changing economic and tax landscape, you can follow us on Twitter @gallipoliwealth or "like us" on our Gallipoli Wealth Management Facebook page. We hope you see the value in working with us to pursue your financial goals.
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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Insuring Your Second Home
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Social Media: #Newest Business Liability Risk
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A Primer on Irrevocable Life Insurance Trusts
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Four Really Good Reasons to Invest
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Assess whether you are running “in the black” or “in the red” each month.
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A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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