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Megan Muccio’s Tax Update: 5 Tips for Planning for Large Purchases

by Megan Muccio | Jun 15, 2021 | Financial Planning, Tax Updates, Taxes

Summer starts in just 5 days and if you’re anything like me, you’re very excited for this time of year.  In my life, summer involves spending time by the pool, BBQs with friends and family and basically spending as much time outside as I possibly can.  It also often...

Megan Muccio’s Tax Update: 5 Tips for Spring-Cleaning and Maintaining your Financial Records

by Megan Muccio | May 21, 2021 | Financial Planning, Tax Updates, Taxes

Welcome to the end of another tax season! Now, as everyone continues to enjoy our spring weather and we move toward a hopefully relaxing and enjoyable summer, I thought I’d take some time to talk about my 5 tips to spring-clean and maintain your financial records....

Megan Muccio’s Tax Update: 5 Things to Learn from Another Extended Tax Season

by Megan Muccio | Apr 15, 2021 | Financial Planning, Tax Updates, Taxes

When I thought about what to write for this month’s newsletter, I was originally going to write Happy April 15th – Tax Day! I was going to talk all about the things that can be learned from this tax season and used in the upcoming months.  Unfortunately, tax...

Megan Muccio’s Tax Update: 5 Questions to Ask your Financial Advisor

by Megan Muccio | Mar 12, 2021 | Financial Planning, Tax Updates, Taxes

March 15th!  Best known for the Ides of March, the due date of select business tax returns … and also this month’s newsletter. Feeding off my newsletter last month where I went through the 5 questions you should be asking your tax advisor, I decided that this month...

Megan Muccio’s Tax Update: 5 Questions to Ask your Tax Preparer

by Megan Muccio | Feb 11, 2021 | Financial Planning, Tax Updates, Taxes

February is here! Which means Tax Season is here!  With the IRS officially opening for the season on February 12th, 2021, I decided to dedicate my February newsletter to talking about the tax preparer. There are many different ways to prepare your taxes – self...
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510 Broadhollow Road, Suite 204,
Melville, NY 11747
Phone: (631) 393-2888

HoursMonday - Friday: 9am - 5pm
Weekends & Evenings: By Appointment

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Broker Check

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, SC, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.

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