Katz Zlotnick & Associates

 

 

Katz Zlotnick & Associates
Financial Consultants to Businesses
 
Creating Solutions for the Business Owner
 
Katz, Zlotnick & Associates is a highly successful, independent benefits and financial services consulting firm.  We help clients make the important connections between risk management, benefit programs and personal wealth management. Think of us as the navigator of your business. For over 30 years we have provided the specialized experience and services to create the solutions businesses like yours need to maneuver the financial seas,
 
We are committed to an uncompromising level of personal service, problem solving and accountability.
 
We work with:
 
Closely Held Businesses 
Tax Professionals
Corporate Clients
 
Solutions and services in three distinct areas:
 
Pension Consulting
Employee Benefits
Personal Wealth Management
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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