CPA

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This generic Organizer is intended for New Individual Clients Only. If you are an existing client, and have misplaced your packet, please contact us and we will provide you with your specialized copy.

Although tax planning is a 12-month activity, yearend is traditionally the time to review tax strategies from the past and to revise them for the future. Yearend has also become a time when there is an increasing need to take a careful look at what’s changed within the tax law itself since the beginning of the year. Opportunities and pitfalls within these recent changes – as they impact each taxpayer’s unique situation—should not be overlooked. This is particularly the case during year-end 2016. Here are some of the many consideration that taxpayers should review as year-end 2016 approaches.

The IRS has issued final regulations on the operation of the 0.9 percent additional Medicare tax, which became effective on January 1, 2013. Generally, the final are effective on or after November 29, 2013. However, taxpayers may rely on rules contained in the proposed regulations for adjusted returns filed before that date.

George V. Famiglio Jr< CPA, PFS<, CFP<, CFS<, CGMA<, Master's in Tax, Admitted to Practice: U.S. Tax Court<

George's Bio:<

George V. Famiglio, Jr. is the principle of our firm. He began the practice in 1971 in Philadelphia, Pennsylvania and opened a new office in Sarasota, Florida< in 1982.  Prior to starting Famiglio & Associates, George worked for George V. Famiglio, Sr., Attorney at Law, Swarthmore School of Music as a advanced guitar teacher, and George V. Famiglio Jr. Real Estate, where he was involved in commercial real estate ventures.

George received a Bachelors of Science in Psychology from St. Joseph's College and a Master's of Taxation from Villanova Law School<. He completed his business law, accounting, and financial education as a MBA candidate at Drexel University<. Additionally he has attained several Master's certificates from Berklee. 

George is a Certified Public Accountant, a Personal Financial Specialist, a Certified Financial Planner, a Registered Investment Advisor Agent, and a Certified Fund Specialist. He holds the Series 6, Series 22, Series 26, Series 8, and Series 72, as well as is Insurance Licensed. Additionally, George has been an H.D. Vest Representative since 1987.

George has been admitted to practice before the United States Tax Court, a privilege only a few hundred CPAs in the country have received—less than 0.1%.  

He sits on, or advises, numerous boards throughout the community, and is involved with several trusts and foundations. 

Additionally he is a member of American Institute of Certified Public Accountants (AICPA<) & Florida Institute of Certified Public Accountants (FICPA).

It is almost always better to get advice before an event happens, so that potential problems can be avoided. Fixing tax issues generally is more difficult after the fact.

If there is a problem, do not let it compound, work towards getting it solved.

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