Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here.  And once in a while, we may throw in current events in our office and in our community. So keep checking in. We’re glad to have you reading along.

Friday, February 12, 2021

Here’s how to avoid any tax time surprises with the health insurance premium credit The health insurance premium tax credit was designed to help lower-income Americans pay for insurance — but, if you’re not careful,...

Monday, February 8, 2021

Everyone should file taxes this year due to Covid. It could get you more financial relief! Tax season is here, and this year, in particular, there’s a big reason for everyone to file a return, regardless of how much money they...

Friday, January 29, 2021

HERE ARE TAX ISSUES TO CONSIDER IF YOU TAPPED RETIREMENT ACCOUNTS IN 2020 TO WEATHER THE STORM. Millions of Americans tapped 401(k) and IRA balances to access emergency cash amid the Covid pandemic. Now, as tax time approaches,...

Thursday, January 14, 2021

How being unemployed in 2020 could lead to a surprise tax bill Many jobless workers are about to find out they could owe federal and state taxes on their 2020 unemployment income. Unemployment benefits do not need to be reported on a...

Friday, January 8, 2021

The next round of PPP loans will soon be available. Here’s what you need to know to apply. The $284 billion allocated gives those that weren’t approved for the first iteration another chance to apply and allows businesses...

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Wednesday, December 30, 2020

For 2020 only, taxpayers who take the standard deduction can take an above the line deduction, allowing a write-off of up to $300 in cash donations to charity. This is for filers who use the 2020 standard deduction because they do not...

Monday, December 28, 2020

While many couples see their tax bill drop after marriage, some pay more than if they had remained unmarried and filed as single taxpayers. The issue can affect both high and lower earners, although for different reasons. The marriage...

Wednesday, December 23, 2020

Highlights of New Coronavirus relief package (Consolidated Appropriations Act of 2021): Personal Highlights: One-time, non-taxable cash payments of $600. The stimulus checks, as they're known, will go to individuals with an adjusted...

Wednesday, December 23, 2020

45% of Americans don’t know how much tax is withheld from their pay. The difference between getting a big refund from the taxman or owing a large amount could come downto having just the right amount withheld from your paycheck....

Friday, December 18, 2020

5 Steps Business owners can take trim their 2020 taxes! Qualified Business income deduction: Business owners may be eligible to deduct up to 20% of theirqualified business income. Bonus Depreciation rules: The CARES Act fixed a glitch...

Tuesday, December 15, 2020

Trade groups push lawmakers for deductibility of PPP loan business expenses! As Congress hashes out the details of the next Covid rescue package, business groups demand thatlawmakers allow them to write-off expenses covered by forgiven...

Tuesday, December 8, 2020

Take a look at our 2020 Tax Planning Letter under the Resources tab.

Monday, March 30, 2020


Tuesday, December 10, 2019

Check out our 2019 Tax Planning Letter

Thursday, November 21, 2019

On November 19, 2019 we brought together some of our clients for a fun filled evening of axe throwing at the Throw House in Quakertown, PA. There was lots of food, drink and games to entertain all. A huge thank you to all of our...

Tuesday, June 25, 2019

Conference Brings Together Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions Quakertown, PA –June 10th thru June 14th—David and...

Monday, November 26, 2018

Tool on helps taxpayers research charities before making donations. See our article Charitable Donations.

Wednesday, July 11, 2018

David recently attended the H.D. Vest CONNECT 2018 conference in New Orleans. The CONNECT conference is an annual three day event that offers more than 120 courses in various areas such as retirement planning, estate planning, etc....

Saturday, March 24, 2018

Please see our 2018 Tax Planning Letter under About Us.

Wednesday, January 10, 2018

Some of the TCJA’s key provisions include a reduction in most marginal income tax brackets, near doubling of the standard deduction, and a $10,000 cap on state and local tax deduction. The Tax Policy Center projects that taxes...

Wednesday, December 20, 2017

Accelerate itemized deductions Plan on changes and elimination of some itemized deductions for 2018 Charitable contribution planning Traditional or Roth retirement account contributions Timing of sale of securities Alimony agreements...

Wednesday, July 19, 2017

Spring showers bring summer flowers and weddings typically aren’t far behind. Newlyweds have a lot to think about and taxes might not be on the list. However, there is good reason for a new couple to consider how the nuptials may...

Monday, July 3, 2017

Tuesday, June 27, 2017

Dave is currently attending the HD Vest CONNECT 2017 conference in Las Vegas. The CONNECT conference is a annual three day event that offers more than 120 courses in various areas such as retirement planning, estate planning, and...

Tuesday, October 4, 2016

A big welcome to our new team member!

Tuesday, September 6, 2016

Our fall office hours are Monday through Friday 9AM to 5PM.

Monday, June 27, 2016

Our summer hours are Monday through Thursday 9AM to 5PM. June 1, 2016 to September 5, 2016.

Tuesday, November 17, 2015

On November 9 -12, Dave attended the Elite Retreat conference hosted by broker-dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice...

Thursday, October 29, 2015

Dave will be attending the HD Vest Elite Retreat in Scottsdale Arizona on November 9 through November 12

Friday, October 16, 2015

Monthly social security and supplemental security income benefits will not automatically increase in 2016. The employee tax rate will remain at 7.65%, the self employed rate at 15.30% and the maximum taxable earnings at $118,500 for...

Thursday, August 20, 2015

August marks our 31st year as being members of the Upper Bucks Chamber of Commerce! Check out their website for upcoming local events like the Upper Bucks Brewfest on Aug 29th and the Upper Bucks Foodie on Oct 10th .

Tuesday, August 4, 2015

Millions of People Overpay Taxes Annually: Many Americans are overpaying significant amounts to the IRS because they don't claim all of the tax deductions and credits they are entitled to. For the most part, it is believed this is a...

Wednesday, July 15, 2015

In 1913 the federal form 1040 was first introduced and required of all U.S. citizens with a net income of $3,000 or more. The form consisted of 3 pages. Taxpayers would save money in anticipation of paying a lump sum to the federal...

Thursday, July 2, 2015

The most famous protest of taxation by the American colonies was the Boston Tea Party. On December 16, 1773, colonists dumped 342 chests of tea into the Boston Harbor to protest the Tea Act and other oppressive tax measures. The...

Tuesday, June 23, 2015

The history of income tax in the United States is an interesting one with many changes along the way to how income is taxed and even changes to what is considered income. Benjamin Franklin said it best in a letter to Jean-Baptiste...

Friday, October 31, 2014

Protect against unseen events. Check out this video for an overview on how Dave can help you protect your most important asset-your family.

Monday, October 6, 2014

Everyone knows they should spend less than they earn, but not everyone actually does it. Check out this video for an overview on how Dave can help you become more efficient with your money.

Tuesday, September 16, 2014

Welcome to the first video in the wealth management series. This video deals with investment management. Question to ask yourself: Does your advisor create an investment strategy around your needs? Check out the video www.hdvest...

Tuesday, September 9, 2014

Over the next nine weeks Dave will be presenting a series of nine videos on eight common issues of wealth management that affect every person at one point in their lives. Check out the first introductory video.

Tuesday, September 9, 2014

Check out pictures of Dave and the Philly Fox 29 crew last week at the block party.

Thursday, August 21, 2014

Join our firm and other downtown professionals and merchants to welcome the Fox 29 news team on September 3 from 7 to 10 AM. Make sure you check out our table.

Tuesday, July 22, 2014

Did you Know? In Pa, health insurance coverage for uninsured kids is well with reach, as Pa Children's Health Insurance Program(CHIP) covers uninsured kids and teens. Explore CHIP by visiting

Tuesday, July 1, 2014

PA has extended the deadline to apply for the Property Tax/Rent rebate program.. Please see Tax Tips under About Us for further information.

Thursday, June 5, 2014

Dave attended the HD Vest 2014 national conference in Denver, Colorado from May 31 to June 7. There he attended a number of classes in the areas of financial planning.