NYS tax update: PTET
If you itemize deductions on your federal tax return, you’ll recall that the 2017 tax law changes imposed a $10,000 cap on the amount of state income and property taxes (SALT) that you could deduct on your federal return. For many New York State taxpayers, this greatly reduced their federal itemized deductions and potentially forced them to […]
2020 active vs. passive
Each year the financial services company, Morningstar, issues a report of how actively managed funds performed relative to passive funds. Historically, actively managed funds have not performed as well as funds designed to simply replicate a market or published index. However, one argument active fund managers make is that they are “nimbler” during times of […]
Syracuse Orthopedic Specialists Resources
Rockbridge works with several physicians in the Syracuse area, and more specifically, physicians employed at Syracuse Orthopedic Specialists. Through these experiences, Rockbridge has become well-versed with the benefit programs offered by SOS. Discussed below are two areas in which we have been able to add value to our clients employed by SOS. 401(k) Investment Options […]
