Newsletter Archive

Marotta On Money - November 05 Newsletter

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Politics

The Election Should Be Settled By a Single Question: Who Caused the Financial Crisis? (11-04-2012)

The presidential election should be settled by a single question: "Who caused the financial crisis of 2008?" President Obama's entire campaign has centered on his claim that he inherited a mess caused by the failed policies of the past. If those policies are free enterprise and little government intervention, you should vote for his reelection. But if Obama and his party caused the financial meltdown, you should vote them out of office. Blaming Wall Street is a convenient rubric. Our list of usual candidates includes the rich or influential. But government legislation has the force of law and applies to everyone.
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Upcoming Events

11/04

Election Day

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11/10

Review your pre-tax flexible spending accounts against actual expenses

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In The News

Radio: Which Presidential Candidate Really Favors Small Business?

David John Marotta was featured on radio 1070 WINA's Schilling Show on October 9, 2012 discussing politics and the upcoming election. They discussed the importance of taxes, small businesses, and which presidential candidate's proposed policies favors these entrepreneurs.

Listen to the interview here.

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Donor Advised Funds (02-12-2007)

Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable. However, donor advised accounts are not for everyone. Before funding an account of your own, consider the cost. Using a donor advised fund to manage your charitable donations may actually diminish the tax benefits of giving. The growing popularity of donor advised accounts is due, in part, to the hassle-free gifting solutions they offer givers.
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foundations

Foundations and Endowments