James Pantzis’ Nine Key Questions That Could Affect Your 2019 Tax Bill

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon us. And it’s also the time for another kind … Read More

James PantzisJames Pantzis’ Nine Key Questions That Could Affect Your 2019 Tax Bill

Happy Thanksgiving 2019 from J.D. PANTZIS, C.P.A., P.C. to your family

Imagine … You are ripped from your childhood home while young and trafficked across the ocean to a country where you don’t speak the language. You are sold to practitioners of a religion that you don’t understand, and there is no apparent possibility of return. Imagine … You are quietly going along with your life, worshipping God the way you … Read More

James PantzisHappy Thanksgiving 2019 from J.D. PANTZIS, C.P.A., P.C. to your family

How Brooklyn Taxpayers Can Avoid Fake Charities

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on the season’s tax-reducing giving benefits. No one can blame these organizations — it’s … Read More

James PantzisHow Brooklyn Taxpayers Can Avoid Fake Charities

A Trusted Brooklyn Professional’s Thoughts For Your 2019 Taxes

November is a wonderful start for holiday season with several traditions to match: pumpkin-spiced everything, no-shave November (apologies to those spouses affected), watching football and of course … Thanksgiving. Sorry to poke my accountant’s green shades into all those festivities, but it also happens to be a perfect time to strategize. (Add that to your new November “traditions” list.) We’re … Read More

James PantzisA Trusted Brooklyn Professional’s Thoughts For Your 2019 Taxes

James Pantzis’ Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago … everything in the restaurant/market is running smoothly — chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are keeping the line short, and then… …the main character pulls out his wallet, thumbs for some CASH … Read More

James PantzisJames Pantzis’ Tips For Using Credit Cards And Avoiding Credit Card Debt

James Pantzis’ Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it’s biological or otherwise, but for a certain segment of my Brooklyn clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach them about the realities of our taxation system than by skimming 25% of their … Read More

James PantzisJames Pantzis’ Guide for Lending Money to Family Members

Pantzis’ Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to “life” in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we’re going to focus on that second item and how life … Read More

James PantzisPantzis’ Rules of Thumb for Life Insurance

Total Cost of College for Brooklyn Folks

Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation. Paying for college. (Yes, that was sarcasm.) So much ink (and an abundance of pixels) has been spilled over the past decade about rising tuition costs, that sometimes parents overlook the fact … Read More

James PantzisTotal Cost of College for Brooklyn Folks

Thinking Through Real Estate Investments In Brooklyn

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Brooklyn clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of the … Read More

James PantzisThinking Through Real Estate Investments In Brooklyn

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 reminder: the only “magic” we can do on a tax return … Read More

James PantzisJ.D. PANTZIS, C.P.A., P.C.’s Guide to Estate Planning for Digital Assets