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Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

 

“The only thing we sell is good advice.”

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Understanding the inheritance tax consequences of selling a home before the owner dies. (bobby/morguefile.com)

Q. I am power of attorney and sole beneficiary for my uncle who has advanced dementia. He lives in a New Jersey state run veteran's nursing home but still owns...

Paying your child's student loan could have gift tax consequences. (Darren Hester/Morguefile.com)

Q. I want to make a sizable payment to my child's student loan. Are there any limits? It is considered gifting? Does it have any income tax ramifications either for the chi...

When you donate to a sports team, get the most out of your deduction. (Matthew_Hull/morguefile.com)

Q. I have a local pizzeria and local sports teams have asked me to make donations. They would put my logo on their shirts in exchange. Can I deduct whatever I give to the...

Q. I lost $7,000 in an IRS scam. I'm wondering if there is any way I can take a deduction for it? -- Scammed

A. We're sorry to hear you fell for this scam.

You may be able to take a deduction, but it will depend on your income level and your total amount of losses for th...

Q. I lost $7,000 in an IRS scam. I'm wondering if there is any way I can take a deduction for it? -- Scammed

A. We're sorry to hear you fell for this scam.

You may be able to take a deduction, but it will depend on your income level and your total amount of losses for th...

Q. I lost $7,000 in an IRS scam. I'm wondering if there is any way I can take a deduction for it? -- Scammed

A. We're sorry to hear you fell for this scam.

You may be able to take a deduction, but it will depend on your income level and your total amount of losses for th...

Q. I lost $7,000 in an IRS scam. I'm wondering if there is any way I can take a deduction for it? -- Scammed

A. We're sorry to hear you fell for this scam.

You may be able to take a deduction, but it will depend on your income level and your total amount of losses for th...

You may be able to use early withdrawals from retirement accounts, without penalty, under certain circumstances. (ronmerk/morguefile.com)

Q. I read your article "Tapping 401(K) if you're unemployed" about using an IRS rule called 72-t to take money out early. I'll turn...

If you've been unhappy with your employer's health plan offerings, you're not alone. But if you have a high deductible plan, your employer probably offers a chance for you to save on taxes. We're talking about health savings accounts, or HSAs.

HSAs are tax-advantaged me...

Why it's dangerous to market time with your long-term investments. (svklimkin/morguefile.com)

Q. With all the Trump turmoil, what international investments should I avoid? And which should I buy?
-- Looking for opportunity

A. Ah yes. Something in the new cycle is making...

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How does N.J. tax these retirement distributions?

March 27, 2020

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