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Tag Archives: Asset Protection New Rochelle

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Talking to Your Loved Ones about Money

By Cavallo & Cavallo |

Discussions about money, financial assets, and future planning strategies can be tense, even among the closest family members. While the prevailing attitude may be that it is ‘none of my business’, the fact is that money matters among those closest to you can have a significant impact on you now and in the years… Read More »

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Protect Your Assets During Tax Season

By Cavallo & Cavallo |

Now that a new year has begun, it is time to give some thought to the upcoming tax season.  Regardless of the size of your income or estate, this can be a challenging time of year. Dealing with the IRS can be intimidating, whether you are an individual, a business owner, or a tax… Read More »

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Protecting Your Assets Against Hackers

By Cavallo & Cavallo |

Security breaches and hacking, in which criminals gather sensitive personal information via your computer, rose to an alarming level during 2017. Between the Equifax breach, massive system shut downs, and accusations of Russian hackers in the 2016 election, these incidents are increasingly becoming part of our way of life. As more and more people… Read More »

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Year-End Tax Tips to Protect Your Assets

By Cavallo & Cavallo |

As 2017 draws to a close, the time is now to make last minute moves aimed at reducing the amount you owe over the upcoming tax filing season. Particularly with some of the dramatic changes being proposed, it is important to act now to protect your assets and to prevent losing money through exemptions… Read More »

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Protecting Your Assets Against Investment Fraud

By Cavallo & Cavallo |

You have worked hard to earn and save money to put towards your retirement. While the investments and accounts you possess are meant to provide for you and your family’s financial security, it is easy to fall prey to scams. Part of protecting your assets is knowing the types of financial fraud that are… Read More »

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Protect Yourself Against Liability When Accidents Occur

By Cavallo & Cavallo |

Accidents happen. You put on the gas in traffic, and end up hitting the driver in front of you. You invite people to your home, and someone slips on an icy sidewalk. While there will always be situations in which mishaps are unavoidable, knowing how to handle these situations when they arise can help… Read More »

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Protect Your Assets Against Common Tax Scams

By Cavallo & Cavallo |

With another tax season upon us, the importance of maintaining a good relationship with the IRS by following all tax rules and requirements is vitally important. Failing to file or pay taxes, not reporting income, or claiming a larger refund than you are owed could subject you to fines and penalties, while risking your… Read More »

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