Recent Media
Presentations
Pitfalls of Tax Refund Advance Loans - Steven Sarrel
Steven Sarrel, explores the risks and drawbacks of these short-term financial products. It covers what refund advance loans are, the costs associated with their convenience, and the challenges borrowers face when estimated refunds change. The slides provide real-world examples, highlight issues such as targeted marketing and risky loan conditions, and offer practical alternatives to help taxpayers keep more of their refund.
Lesser Known Tax Breaks You Could Qualify For - Steven Sarrel
This presentation highlights valuable opportunities like NYC's green roof tax abatement, historic preservation credits, commuter benefits, renewable energy incentives, and the adoption tax credit. Learn how these programs can reduce your taxable income, support sustainability, and make smart financial planning easier. Perfect for middle-class taxpayers seeking to maximize their savings, this guide provides actionable insights for a more affordable future.
Should You Use a 401K Loan to Buy a House? - Steven Sarrel
In this presentation, Steven Sarrel walks you through the key considerations of using your 401(k) to buy a home. He covers the pros and cons of 401(k) loans and withdrawals, their tax implications, and offers alternative options like Roth IRAs for homebuyers. Whether you're a first-time buyer or planning your next home purchase, Steven provides clear, actionable advice to help you make the right financial decision.