Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
January 17, 2026
January 17, 2026 – Their mom is 88 and needs help – can they keep the family home in the family? – He wants to understand how to best use the new $6,000 senior deduction – He wants to make substantial gifts to his children without paying lots of taxes
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Gene and Alyssa answered questions and explored important topics:
- She wants to know if her self-employment income qualifies for a Roth IRA?
- She asks how to figure the taxable gain on a property that is her home and business?
- He needs help calculating the tax on the sale of his home after his divorce?
- His CD rates are dropping from over 5% to under 4%. What alternatives does he have?
- He observes that Venezuelan oil could help cut inflation in America?
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- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
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- Discover how to have your 401(k) professionally managed without leaving your company plan
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Call today (610-746-7007) or email ([email protected]) to schedule your time with us.


