Skip to main content

  • Home
  • Our Firm 
    • About Us
    • How We Work
    • Who Holds My Assets?
    • FZCM Green Policy
    • St. Jude
    • Form CRS
  • Your Team 
    • Doug Flynn, CFP®, ChFC®
    • Rich Zito, CFP®, CMFC®
    • Ryan Haiss, CFP®
    • Steve Aberman, ChFC®
    • Anne Lambert
    • Tina Malliet, FPQP®
    • Derrick Stubblefield
    • Mitchell Bermudez
    • Robert “Trip” McLane
    • Peyton Flynn
    • Stefan Gollisz
    • Cole Flynn, APMA®
    • Maria Patino
    • Mary-Catherine Perryman
  • Our Services 
    • Comprehensive Portfolio Management
    • Asset Management
    • Retirement Plan Consulting
    • Advice Only Financial Planning and Consulting
  • Blog
  • In the Media
  • Publications
  • Client Login
    • AccountView 2.0
    • AccountView Legacy
    • Wealth Management
  • Contact Us

    You are here

  1. Home
  2. Tax Planning

Tax Planning

Stocks and Bonds Before and After Taxes

Submitted by Flynn Zito Capital Management on March 16th, 2023

Managing Investment Returns with Tax-Efficient Strategies

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments before and after making them.

Tags:
  • 2023
  • Bond Market
  • Bonds
  • Stocks
  • Tax Planning
  • Read more

Don't Miss Out on These 5 Commonly Overlooked Tax Deductions

Submitted by Flynn Zito Capital Management on January 3rd, 2023

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.

Tags:
  • 2023
  • Tax Planning
  • Tax Preparation
  • Read more

Key Numbers 2023

Submitted by Flynn Zito Capital Management on December 9th, 2022

Start preparing for the upcoming tax season by reviewing Key Numbers 2023 which provides tax reference numbers at a glance.

Tags:
  • 2023
  • Tax Planning
  • Tax Preparation
  • Read more

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Submitted by Flynn Zito Capital Management on December 28th, 2021

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

Tags:
  • Checklist
  • Tax Planning
  • Tax Preparation
  • Read more

Your 2021 Year-End Planning Checklist

Submitted by Flynn Zito Capital Management on November 2nd, 2021

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline your 2022 budget? Below, we discuss three year-end planning steps that may make your 2022 finances run more smoothly.

Tags:
  • Tax Planning
  • Year-End
  • Read more

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300
Email: flynn.zito@lpl.com

 

585 Stewart Avenue, Suite 620
Garden City, NY
11530 United States

Get Directions

CPL logo

  • Sitemap
  • Legal, privacy, copyright and trademark information

Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WV. Additional states available upon request.

© 2023 Flynn Zito Capital Management, LLC. All rights reserved.

Website Design For Financial Services Professionals