Bouchey Blog
Written by Martin Shields For individuals with a disability, the current limit of assets they can have in their name without impacting their ability to receive Supplemental Security Insurance is $2,000. To help these individuals meet their financial obligations without impacting their ability to receive government benefits there are two primary strategies, establishing a NYS…
Visit the link below to watch our latest webinar and hear Stephen Cutting and Ryan Bouchey discuss important tax planning strategies to implement before the end of the year, with an emphasis on charitable giving. If you would like to follow along with the presentation, you may view the slides at this link: 2019 Year-End Tax…
Written by Ryan Bouchey With so many news stories to consume on a day to day basis, the one that I’ve been fascinated with since the summer has been the story of WeWork and its founder, Adam Neumann. The rise and fall of this company in such a short period of time will be written about for…
The analytical revolution in sports is a natural byproduct of the information arms race. As teams become more aware of the importance of data, they develop new and innovative analytical techniques. Coaches and general managers then use this information to guide their strategic decisions to give their team an edge. This has led to what…
Written by Harmony Wagner I remember the day my dad brought home what my young siblings and I thought was the latest and greatest thing: a beeper. We begged him to show us how it worked and to let us call it from our landline phone. At the time, we had no idea just how…
Visit the link below to watch our latest webinar and hear Ryan Bouchey, Martin Shields, and David Rath discuss the current economic trends, including areas of concern, and why we think the market may still have some room to grow.
With another year coming to an end, year-end planning decisions are on the minds of many of our clients. During these planning discussions, I am surprised about how many people are unaware of what a qualified charitable distribution (QCD) is. Whether used to satisfy charitable goals or reduce taxes, it is a beneficial strategy to…