Michael Repak January 10, 2020
The tax rule changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, will persuade financial planners and clients to take a fresh look at IRAs in estate plans.
Michael Repak November 21, 2019
Senior Estate Planner Mike Repak discusses various techniques to navigate around the wash sale rule.
Michael Repak November 20, 2019
Senior Estate Planner Mike Repak shares tips on what to do before the year wraps up to prepare for the tax season ahead.
Senior Estate Planner Mike Repak explains some common tax filing errors and how to avoid them.
November 20, 2019
Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Les Risell September 23, 2019
An employer-sponsored retirement plan is a benefit provided by employers and a potential way for employees to save for retirement. But did you know that there may be additional tax filing considerations for both the participant and the company sponsoring the plan?
Martin Schamis September 23, 2019
The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017, introducing fundamental changes to the Federal tax landscape for both individuals and businesses.
Timothy Herrera August 6, 2019
Tim Herrera, Janney’s Director of Mutual Funds and ETFs, explores the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
Michael Repak May 15, 2019
The new tax rules implemented by the Tax Cuts and Jobs Act (TCJA), which went into effect in 2018, added a new deduction for income received from a pass-through entity.
April 10, 2019
A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual's favorite charity and his or her own family.
Marketing Analytics Manager
Vice President & Director of Mutual Funds and ETFs
Vice President & Financial Planner
Senior Financial Planner
Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr
Executive Vice President, President, Private Client Group
Senior Retirement Plan Specialist
Vice President & Senior Estate Planner
Vice President & Head of Wealth Planning
Director of Wealth Management Research
Vice President & Senior Financial Planner
Vice President, Retirement Plan Services Director
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