Blog
James Pantzis’ Five Principles For Spending That Actually Produces Satisfaction
We’re all still basking in the World Champion US Women’s Soccer Team over here in the J.D. PANTZIS, C.P.A., P.C. offices. Pretty amazing to see so much excellence, and on behalf of our country. Here’s to hoping for continued unification within our culture in the...
James Pantzis’ Parents’ Guide For Telling Their Family’s Financial Story
How we are raised around financial matters can impact us for a lifetime. When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re...
Four Great Summer Tax Moves For Folks in Brooklyn
Summer is flying by. Do you feel that way? It’s an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Brooklyn parents with multiple kids playing multiple sports among 100 other things). Before you know it and July...
Four Online Security Moves For Brooklyn People Right Now
Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it’s important, in my...
Two Ways Towards Making Money In Marriage Harmonious For Brooklyn Couples
Summer is nearing an end. Which also means, well, wedding season is slowing down. If you’ve been married, you know that there is a big difference between the “wedding show”, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds...
A Powerful Example of Tax Planning For Brooklyn Families And Individuals
It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax situation until the...
Three New Tax Implications for Buying or Selling a House in the Brooklyn Area
Sometimes real estate is more art than science. Because every homebuyer’s situation is nuanced from home to realtor to geographic location, there’s no cut-and-dried way to go about it, and that’s whether you’re investing, moving or selling. But there are a few things...
Estate Planning For Brooklyn Singles
Many of our Brooklyn clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here...
Five Productivity Tips for Brooklyn Busy Bodies
With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy...
How Brooklyn Residents Can Donate for Dorian Relief
Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable. And that...
James Pantzis’ Four Common Investment Mistakes
The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my Brooklyn clients be wise...
J.D. PANTZIS, C.P.A., P.C.’s Guide to Estate Planning for Digital Assets
Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Brooklyn area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important...