Heads Up!

Posted on December 22, 2015 by The Weekly Commentary

Over the weekend significant income tax legislation was signed into law by President Obama. Over 100 different income tax provisions will deliver over $600 Billion of income tax breaks – enough to make tax and financial planners busy as they apply the tax breaks to real-life situations. We intend to report those to you in future issues of The Weekly Commentary. The main areas of tax breaks are:

State Sales Tax deduction
Child Care Credit
Teacher Classroom Expense deduction
Charitable Distributions from IRA’s (for those over 70 1/2 )
Conservation Contributions
Tuition related expense deduction
A huge jump in Section 179 expensing for business which buy equipment
Bonus depreciation
Research Tax credit
Solar Energy incentives
Residential Energy credit

Click here for additional information on these tax breaks.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

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