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Elevate your financial well-being with our Tax Practice, offering comprehensive services including Individual & Business Tax Filing, Sales Tax, Tax Planning, Estimated Tax Filing, and expert Tax Resolution services.

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At NY Income Tax Specialist, our global team of professionals is dedicated to delivering expert tax services with unmatched professionalism. From North Carolina to locations worldwide, our diverse team excels in navigating the complexities of income tax, ensuring your financial success. Get to know the individuals who make NY Income Tax Specialist your top choice for unparalleled tax solutions.

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Discover tax strategies, financial insights, and expert advice on our blog. Stay informed on the latest trends and unlock the keys to financial success with NY Income Tax Specialist's articles.

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January 11, 2024
MarketWatch.com - December 30, 2023 This MarketWatch article discusses planning strategies for people approaching retirement. In the article, David Schneider states, “Make sure you have a plan. If you don’t do the planning, you really won’t have a successful retirement,” adding, “Your 50s are a really important time to be very serious,” and to “Hunker down and get serious. Every investment needs to be prudent and diversified. Increase any savings, if possible. Make catch-up contributions, if possible.” Read More: Marketwatch.com
December 27, 2023
Fortune- July 31, 2023 This article discusses the pros and cons of owning bank CDs in an IRA. In the article, David Schneider points out that “In order to get the best yields, you’re going to have to shop around and find the banks offering the most attractive rates at the time you’re funding the IRA,” and adds, “That could mean opening lots of small accounts at different institutions based on what was attractive at the time, which can be a nightmare to manage as the CDs mature.” He also mentions “If you compare a CD with a maturity of five years or less to a corporate bond of the same maturity, you’re usually going to get a better yield with a CD.” He also notes that “In general, by laddering and taking your maturing dollars and putting them in a longer-term CD, you’ll end up averaging the higher rates from longer-term CDs,” says Schneider. Read More: Fortune.com
June 20, 2022
Investment News – June 20, 2022 This Investment News article weighed the pros and cons of direct indexing, a strategy that uses individual stocks instead of ETFs and funds as the building blocks of an indexing strategy. The article states “David Schneider, founder of Schneider Wealth Strategies, is also a fan of direct indexing for… Continue Reading Direct indexing gains appeal as taxable losses mount
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