Year-End Tax Tips for Your Business Here are some year-end tax tips to consider for your business. https://lnkd.in/e9DVhDhZ • Get financials up-to-date • Compare your 2024 tax bill with 2025 • Be prepared to receive 1099-Ks • Identify vendors that need a Form 1099 • Review federal and state laws that apply to you As always, please reach out with any questions.
Traphagen CPAs & Wealth Advisors
Accounting
Oradell, NJ 758 followers
50 years of quality financial services comprised of accounting, tax and wealth management.
About us
Located in New Jersey, with clients spanning the nation, Traphagen CPAs & Wealth Advisors is a comprehensive, financial services firm comprised of two departments - Accounting and Wealth Management. Our Accounting department specializes in taxation, financial reporting, and advisory services, including financing and mergers and acquisitions. Our Wealth Management department manages client investment assets and provides comprehensive estate, tax, and financial planning services. Traphagen CPAs & Wealth Advisors has served as a dynamic leader and provider of financial services since 1970, when V. Peter Traphagen, CPA, PFS, AEP, CFP, founded the firm. As Certified Public Accountants and Registered Investment Advisors, we are relied upon to protect the public’s interest and trust. Our experienced team upholds the highest ethical values and integrity. For over forty years, Traphagen CPAs & Wealth Advisors' trusted advisors diligently work to maximize your business’ success and personal wealth. You are our most valuable asset.
- Website
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https://tfgllc.com/
External link for Traphagen CPAs & Wealth Advisors
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Oradell, NJ
- Type
- Privately Held
- Founded
- 1970
- Specialties
- Individual & Corporate Tax Planning, Management Consulting & Acquisition, Preparation IRS & State Audit Representation, Certified QuickBooks Advisors, Accounting & Wealth Management, Financial Planning, Retirement Income Planning, and Estate & Trust Services
Locations
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Primary
Get directions
234 Kinderkamack Road
Oradell, NJ 07649, US
Employees at Traphagen CPAs & Wealth Advisors
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Eric Mancini ,CFA,CFP,CAIA
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Kathleen Traphagen
Facilitator, Writer, Strategist for Philanthropic and Non-Profit Organizations and Networks
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V. Peter Traphagen Sr. CPA, CFP, PFS, AEP
Partner at Traphagen Financial Group
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Kathryn Marsico, CPA
Tax Advisor, Compliance Manager/Investment Liaison
Updates
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Super catch-up contributions in 2025 for those aged 60–63. Beginning in 2025, people between the ages of 60 and 63 will be eligible for increased retirement catch-up contributions to increase their savings for retirement. These contributions could also lower your taxable income and potentially reduce your overall tax liability. Find out more https://ow.ly/FQNy50UiILX Have questions? Give us a call. We'd be happy to help.
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Cheers to 2025! A new year means a fresh start, and we’re here for it! Whether it’s setting goals, organizing the chaos, or finally tackling that “one thing” on your financial to-do list, we’ve got your back. Here’s to a year of progress, little victories, and big dreams. Let’s make it great—together.
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Did you lose 5% of your revenue this year? Maybe it's due to fraud. Certified Fraud Examiners (CFEs) estimate organizations lose 5% of their revenue annually due to fraud, according to Occupational Fraud 2024: A Report to the Nations. Download this PDF and share with employees in your organization so they can learn: • What fraud is. • Why it's important to stop. • What red flags to look for. • Ways to prevent fraud. https://lnkd.in/gDXC_PTx
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5 HR Tips for End of the Year To combat the cooling temperatures, here are some of the hottest HR tips to help navigate the holidays and close out the end of the year, including: • ‘Where Is Paid Sick Leave Required?’ & Other FAQs • How to Address 5 HR Challenges for the Holidays • The Advantages of Direct Deposit & Top FAQs on Using It • How to Prepare Your Workplace for Flu Season • Weather Emergencies & Answers to FAQs from Employer Get the tips from SHRM today. https://lnkd.in/gquvdeFb
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Team Traphagen brought the holiday spirit in full force with some of the tackiest sweaters we've seen for our Ugly Sweater Contest! A big THANK YOU to everyone who participated, and a special congratulations to this year's winner, Christopher Fundora, CFP®, CRPS®, CPFA®, AEP®, for his over-the-top sweater with blinking lights! #TeamTraphagen #UglySweaterDay #HolidayCheer
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Tax-Efficient Strategies for High-Net-Worth Portfolios Taxes can erode even the most successful investments if not carefully planned. High-net-worth individuals benefit from tax-optimized strategies, from asset placement to charitable giving. We help clients navigate: ✅ Tax-loss harvesting ✅ Strategic charitable contributions ✅ Asset location for tax advantages Smart investing goes beyond returns—it’s about keeping more of what you earn. h Let’s talk about how we can optimize your portfolio for tax efficiency. https://ow.ly/Tlze50UiIL0 #TraphagenCPAsWealthAdvisors
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