Monthly Archives: November 2018

Episode 34 –  11 Ways the New Tax Law Could Help or Hurt Your Tax Return

2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from?

Larry Heller explores these questions with New York tax expert, Sal Albanese, CPA. In this episode, they uncover the biggest tax changes and recommend actions for you to take before 2019.  

In this episode you’ll learn:

    Eleven tax law changes that could affect individuals
    How baby boomers are reacting to the SALT deduction cap
    Why couples are rushing to divorce before New Year’s Day
    Which deductible is still eligible as a personal casualty loss
    Which tax law changes might not affect you if you’ve been grandfathered in
    A strategy for benefitting from the standard deduction in 2018 and the itemized deduction in 2019
    And more!

Tune in now and learn about the biggest tax changes and how to prepare for filing season!

Resources: Heller Wealth Management |  Salvatore Albanese & Company LLC | Salvatore Albanese & Company LLC: 516-417-8503

Episode 33 –   What to Know When Selecting a Medicare Plan—with Guests Kathleen Brennan and Kevin Tinagero

Annual Enrollment Period is in full swing! This is your opportunity to make changes to your Medicare plan that will better suit your needs in 2019.

The Medicare experts at 360 Insurance Services, Kathleen Brennan and Kevin Tinagero, join Larry Heller in today’s episode to share what should you look for when selecting a plan.

In this episode, you’ll learn:

    Two things to do when enrolling in Medicare
    Why Kathleen and Kevin recommend getting additional coverage
    What Medicare Supplement (Medigap) plans cover
    The difference between Original Medicare and a Medicare Advantage plan
    What to consider when selecting a plan
    How living in different locations during the year may impact your plan
    And more!

Tune in today and gain a richer understanding of Medicare!

Resources: Heller Wealth Management | Medicare 360 | Medicare 360: 866-963-2414