Category: Tax Planning

How To Know When Married Filing Separately Makes Sense

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart. Marianela highlighted that income-driven student loan repayment plans […]

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Stay Ahead of the Game with our Tax Team

At Tobias Financial Advisors, we understand the importance of staying up to date with tax regulations and deadlines. That is why we strive to keep our clients informed and prepared when it comes to their tax obligations. Our Director of Tax Services, Lonnie Sluchak, CPA and Tax Associate, Maria Hernandez, are diligently working behind the […]

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Year-End Tax Planning Tips

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs.  Below we summarize tips for you to […]

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Introducing our Tax Team

We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related operations for our wealth management and financial planning clients. Lonnie and Maria work tirelessly to ensure that our clients’ tax preparation runs seamlessly. Our […]

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Here’s why a Roth IRA conversion may pay off in a down market

Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth conversions. “You need to consider how many years it will take to break even on that upfront tax bill.”  Read more of […]

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