Quotes 2011

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Own It Ventures

Leading Women Entrepreneurs & Business Owners, New Jersey 2011

Own It Ventures and New Jersey Monthly - 12/8/2011

To commend women entrepreneurs for their service, leadership and contribution to their communities and the state's economic recovery, Own It Ventures collaborated with New Jersey Monthly Magazine to honor the Leading Women Entrepreneurs & Business Owners in New Jersey. read more »

The Alternative Press

Lassus Wherley Named Among The Top 25 Leading Women Entrepreneurs And Business Owners

The Alternative Press - 12/5/2011

At the Own It Ventures Conference and Expo held October 29th, Diahann W. Lassus and Clare E. Wherley were named among the Top 25 Leading Women Entrepreneurs and Business Owners read more »

The Star-Ledger

Can Worthless Stocks Be Written Off As Losses On Tax Returns?

Star-Ledger - 12/5/2011

“Without proper documentation to support what the cost basis — how much was paid — for the stocks, your parents will not be able to claim the losses on their tax returns,” Lassus said. read more »

New Jersey Society of CPA's

Member/Firm News

NJCPA - 11/1/2011

Diahann W. Lassus, CPA, and Clare E. Wherley, CPA, Lassus Wherley, New Providence, were listed in New Jersey Monthly magazine as Leading Women Entrepreneurs & Business Owners in New Jersey. read more »

Journal of Financial Planning

With Higher Taxes Looming, Are Your Clients Ready?

Journal of Financial Planning - 11/1/2011

Diahann Lassus, CFP®, CPA/PFS, co-founder of Lassus Wherley and Associates in New Providence, New Jersey, notes that many assets have depreciated instead of appreciated. read more »

The Star-Ledger

IRA Investment Sales Needn't Be Reported On Taxes

Star-Ledger - 10/23/2011

IRAs were introduced in 1974, intended to help those who did not have access to an employer qualified retirement plan, said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

The Star-Ledger

Gold Sales, Taxes And Personal Finance

Star-Ledger - 10/09/2011

Gold prices are at record highs lately and many individuals have been selling gold and jewelry for cash, said Patricia Daquila, a certified financial planner with Lassus Wherley in New Providence. read more »

RiaBiz

RIAs Use Twitter To Reflect On The Life And Legacy Of Steve Jobs

RiaBiz - 10/06/2011

Diahann W. Lassus, advisor and president of Lassus Wherley Associates, diahannlassus : “A great loss with Steve Jobs death.” read more »

The Star-Ledger

Tax-Concerned Parents Want To Avoid Penalties

Star-Ledger - 9/13/2011

The basic rule for paying taxes in the tax code is this: When you get your income, the IRS wants the taxes, said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

The Star-Ledger

A Little Advice On Finding A Worthwhile Financial Advisor

Star-Ledger - 8/21/2011

“If they are registered as an investment advisor they are required to provide the new ADV Part 2A form, which provides a significant amount of information about the firm and includes specific information about disciplinary actions,” Lassus said. read more »

The Star-Ledger

Lucky Big Winners Of N.J. Lottery Should Consider State Tax Implications

Star-Ledger - 8/14/2011

“The New Jersey Division of Taxation as of Jan. 1, 2009, began taxing New Jersey Lottery winnings for prizes that exceed $10,000,” said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

Businessweek

Market-Wary Investors Seek Ways To Insure Millions In Cash

Businessweek - 8/12/2011

Diahann Lassus said she's raised the maximum cash allocation in her clients' portfolios in the past couple of weeks “to build an extra cushion because of the volatility in the market, and so we can sleep at night.” read more »

Lifehacker

Pause Before Spending A Financial Windfall

lifehacker.com - 8/11/2011

Also, while you should enjoy your good fortune, certified financial planner Diahann Lassus advises you set a boundary for how much you'll spend on using the money for fun, like 5%. read more »

The Alternative Press

Most Provocative Tweets Of The RIA Week

RIA Biz - 8/9/2011

Diahann W. Lassus, advisor and president of Lassus Wherley Associates in New Jersey (@diahannlassus): "Message to Washington – Definition of Insanity: Continuing to do the same thing and expecting a different result." She also posted this tweet, "Washington needs a group of smart Financial Planners about now. We know all about balancing budgets."  read more »

The Alternative Press

Diahann Lassus & Clare Wherley Named Leading Women Entreprene?urs & Business Owners In New Jersey

The Alternative Press - 8/8/2011

Own It Ventures partnered with New Jersey Monthly Magazine to commend women entrepreneurs for their service, leadership and contribution to their communities and the state's economic recovery. read more »

The New York Times

How A Debt Downgrade May Affect Consumers

The New York Times - 7/26/2011

“This is certainly creating a lot of concern, and the games being played in Washington by Congress are increasing the stress,” said Diahann Lassus, a financial planner in New Providence, N.J. read more »

The Star-Ledger

Spousal IRAs Don't Require A Working Spouse

Star-Ledger - 7/24/2011

“Since you are covered by a SEP plan, your tax deduction for contributions to a traditional IRA would be reduced or phased out in 2011 if your modified adjusted gross income (AGI) including your wife's taxable Social Security benefits is between $90,000 and $110,000,” said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

Second Act

How I Did It: Buying A Foreclosure As An Investment Property

SecondAct - 7/18/2011

“I've really never had the desire to get involved in buying investment properties before,” says Lassus, who splits her time between Florida and New Jersey. “I did a very extensive analysis prior to making my first offer.” read more »

CNN Money

10 Biggest Money Wasters

CNNMoney.com - 5/18/2011

“Part of the time we're not even [buying brand names] consciously, we're doing it because it's familiar and we don't have to think about it,” said Diahann Lassus, co-founder of wealth management firm Lassus Wherley. read more »

jamison Financial Group

Private Briefing: Reviewing The First Quarter Of 2011

Jamison Financial Group - 5/10/2011

Diahann Lassus puts it this way: “But with their prices near record highs, 'bonds have no place to go' right now.” read more »

Financial Freedom

Finding Affordable Financial Advice

Financial Freedom - 5/3/2011

“The group is a collective conscience that can increase your knowledge by sharing and increase the odds that you do your homework and follow through on actions,” explains Diahann Lassus, president of the National Association of Personal Financial Advisors (NAPFA), a group of fee-only professionals. read more »

The Star-Ledger

Financial Planning For Couples

Star-Ledger - 5/19/2011

But a civil union may not be enough “as the political winds may shift against you in the future, or you may move to a less sympathetic jurisdiction,” says Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

AdvisorOne

Diahann Lassus: Women In Wealth Profile

AdvisorOne - 4/26/2011

When Diahann Lassus, president and co-founder of Lassus Wherley, took the helm of NAPFA—the National Association of Personal Financial Planners, for the 2008-2009 term, little did she know how extensively the market crisis would remake financial services. read more »

The Star-Ledger

S-Corp Dissolution Raises N.J. Tax Questions

Star-Ledger - 4/19/2011

Many people get tripped up in the process, said Laurie Wolfe, a certified public accountant with Lassus Wherley in New Providence. read more »

The Star-Ledger

Roth IRA Contributions Can Be Tricky At Times

Star-Ledger - 3/30/2011

“Contributions to any IRA, whether a Roth or traditional, are limited to the lesser of your earned income or the annual limit in effect in that year,” said Chadderdon O'Brien, a certified financial planner with Lassus Wherley in New Providence. read more »

New Jersey News Room

Mega Millions Winning Numbers Worth $312 Million

newjerseynewsroom - 3/25/2011

Diahann Lassus, a Certified Financial Planner and the president and co-founder of Lassus Wherley, a fee-only wealth management firm headquartered in New Providence, NJ., takes another perspective. read more »

New Jersey Biz

NJBIZ Brackets: Execs Discuss Pride Of Representing Their Schools

NJBIZ - 3/21/2011

Florida State alumna Diahann Lassus, a principal of the Lassus Wherley financial advisory firm, said “to win that kind of a game when you are such definite underdogs —it's like being on top of the world for a couple of days.” read more »

AOL Daily Finance

Six Tips On How To Avoid Squandering A Financial Windfall

Daily Finance - 3/21/2011

Once you have your fun with a windfall, it's time to put your newly acquired money into perspective. “People often think, 'I'm getting all this money and I'm going to be rich,' but that's often not the case,” Lassus says. read more »

The Star-Ledger

Splitting Education Cost Raises Tax Questions

Star-Ledger - 3/13/2011

“If parents are separated or divorced, the custodial parent — the one the student lived with the most in the past 12 months — must provide income and asset information,” said Clare Wherley, a certified financial planner and certified public accountant with Lasses Wherley in New Providence. read more »

Smart Money

5 Biggest Retirement Myths

SmartMoney - 3/11/2011

But with their prices near record highs, “bonds have no place to go” right now, says Diahann Lassus, whose New Jersey wealth-management firm Lassus Wherley manages $320 million. read more »

The Star-Ledger

N.J. Residents Can Shop Around For A 529

Star-Ledger - 3/8/2011

New Jersey specifically exempts qualified distributions from out-of-state 529 plans from state income taxes, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.  read more »

The Star-Ledger

Keeping Up With New Jersey Women Business Owners- Lassus Wherley

Star-Ledger - 3/8/2011

“We have been working with clients for more than 25 years, and we understand the challenges that people are facing as they try to define their financial futures. We want to help people start to make those decisions,” said Diahann Lassus.  read more »

The Star-Ledger

Friends Who Earn Together Pay Taxes Together

Star-Ledger - 3/6/2011

“The type of return would depend on the type of entity that the investment club formed,” said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence.  read more »

The Star-Ledger

Can Boyfriend Qualify As Dependent On Taxes?

Star-Ledger - 2/23/2011

As a taxpayer, you can claim dependency exemptions for persons who meet the definition of “qualifying child” or “qualifying relative,” said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.  read more »

The Star-Ledger

Unemployment And Social Security Earnings

Star-Ledger - 1/24/2011

Unemployment insurance benefits are not counted towards your Social Security annual earnings test, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.  read more »

Financial Advisor Magazine

SEC Dumps Advisor Oversight Issue On Congress

FA Mag - 1/20/2011

“I wouldn't expect a quick resolution,” says Diahann Lassus, president of the wealth management firm Lassus Wherley and past chair of the National Association of Personal Financial Advisors, which favors maintaining the SEC's oversight role for RIAs.  read more »

The Star-Ledger

Contractor Ponders Truck Write Off

Star-Ledger - 1/20/2011

Trucks over 6,000 pounds are not subject to those limits, said Clare Wherley, a certified public accountant with Lassus Wherley in New Providence.  read more »

AdvisorOne

Tax Alert: IRA Direct Contributions To Charities For 2010

AdvisorOne - 1/7/2011

There are quite a few opportunities for advisors to help wealthy clients save on taxes in what investment advisor Diahann Lassus, president of Lassus Wherley, called the “Santa Claus” bill.  read more »

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