Blog
Read our latest newsletters and stay up to date on all Vento Tax & Wealth Management Group announcements, tax-smart strategies, and more!
Reflections on KADA and What’s Ahead at the Greater New York Dental Meeting
John Vento shares highlights from the KADA conference and previews two upcoming sessions at the Greater New York Dental Meeting, focusing on financial independence and practice success.
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What the July 4th Passed “One Big Beautiful Bill” Act Means for You
The One Big Beautiful Bill Act extends TCJA cuts, adds new deductions & credits for families, seniors, businesses & more—giving taxpayers certainty & bigger refunds through proactive planning.
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Market Update: Strengthening Indicators Support Growth Outlook
ClearBridge’s latest Anatomy of a Recession update shows positive momentum: Truck Shipments and the Yield Curve have improved, keeping the Recession Risk Dashboard in expansionary territory. With 8 of 12 indicators positive, the outlook rem
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Exploring the Economic Potential of the “One Big Beautiful Bill”
This bill proposes permanent tax cuts, business incentives, and strategic tariffs to boost economic growth, support families and small businesses, and strengthen the tax base without raising rates.
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Looking Ahead: What’s Next After April 15th?
There’s growing momentum in Washington around a new tax reform proposal that could bring some of the most significant changes since the Tax Cuts and Jobs Act. Here are some of the highlights worth keeping an eye on..
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Market Update: How New Tariffs Could Impact Investors
The latest market update from Cetera Investment Management provides insight into the newly announced tariffs and what they could mean for economic growth, inflation, and financial markets. The commentary also reinforces the importance...
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A New Chapter: Economic Implications of Trump's Second Term
Following a long election season, Donald Trump was declared the winner, making history as the first president since Grover Cleveland in the late 1800s to be elected two non-consecutive presidential terms.
Read MoreWelcoming Nicole Vento, CPA to the Vento Tax & Wealth Management Group
I am thrilled to share some exciting news with you. Effective August 26, 2024, my daughter, Nicole Vento, officially joined Vento Tax & Wealth Management Group as a financial advisor. Nicole brings a year and a half of wealth...
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Five Estate Planning Probate Avoidance Strategies You Should Consider Implementing
In life, I believe that planning for the future and taking the necessary steps to achieve your goals are essential for financial independence. This principle holds true for planning the financial legacy you will one day leave to your...
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Top 10 Year-End Tax-Smart Investing Strategies for 2023
It’s hard to believe it’s already November, which means it’s time to start thinking about tax-smart investment strategies that you may want to implement before the end of the year. Your goal here is to create...
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What is Your Optimal Age to Claim Social Security Benefits
As you plan for retirement, one of the most important questions you will need to answer is deciding at what age you will begin claiming Social Security benefits. While you may be anxious to claim as soon as possible, determining...
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Roth IRA Conversions and Tax Loopholes that May Apply at the State and Local Level
One of my top tax-smart investing strategies is to contribute to either a traditional or Roth individual retirement account (IRA) each year if you are eligible to do so. If you contribute to a traditional IRA, you may see a tax...
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Advantages and Disadvantages of Using a Revocable or Irrevocable Trust
Trusts can be a valuable tool for both elder care and estate planning, helping to manage assets during your lifetime and control how those assets are distributed after death. There are two primary types of trusts, revocable and...
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Is the Money in Your Bank Account Safe?
Financial regulators closed down Silicon Valley Bank (SVB) on Friday, marking the largest U.S. bank failure since the 2008 financial crisis. Over the weekend, regulators took control of yet another lender, Signature Bank, which faced a...
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Welcome Vento Tax & Wealth Management Group!
We are thrilled to share our new name and new look. We remain committed to providing the same excellent service that you have come to expect from us. Our rebranding will bring us together as one united firm, allowing us to serve you even be
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Newly Enacted Retirement Rules and Tax-Smart Strategies
The new law includes 90 provisions, most of which affect retirement savings rules. Some of these go into effect this year and others will start any time between 2024-2027. I’m highlighting some of the major changes that could affect you...
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