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11 Last-Minute Tax Moves To Make In 2012

More - 12/11/2012

Putting money into a 529 plan is a really good option for parents or grandparents trying to finance a child's education, says Diahann W. Lassus, president of wealth management firm Lassus Wherley and Associates. read more »

USNews

Discredit These 5 Myths About 529 Plan Bonds

U.S. News - 12/5/2012

"Our clients are often surprised that by the time their child reaches 18, their 529 plan accounts contain nearly 100 percent cash and bonds," says Chadderdon O'Brien, a certified financial risk manager at New Jersey-based Lassus Wherley. "When they opened their accounts, they were largely invested in stocks." read more »

The Star-Ledger

Biz Brain: Getting The Paperwork Right On An IRA

The Star-Ledger - 12/3/2012

As you know, if you made non-deductible contributions or rolled over any after-tax amounts to your traditional IRAs, you have a cost basis or investment equal to the amount of those contributions, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.read more »

The Star-Ledger

Biz Brain: Why Touch That IRA?

The Star-Ledger - 12/2/2012

"A short-term gain would be taxed at the ordinary income rates and a short-term loss would be deductible up to $3,000 a year," said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence.read more »

The Star-Ledger

Local CPAs Named 2012 Leading Women Entrepreneurs

The Star-Ledger - 12/1/2012

Diahann W. Lassus and Clare E. Wherley have been named among the 2012 Leading Women Entrepreneurs & Business Owners in New Jersey. The award honors women in the state who have been keeping the small business economic engine warm in these troubled times. read more »

The Alternative Press

Diahann W. Lassus and Clare E. Wherley Named Leading Women Entrepreneurs & Business Owners in New Jersey For Second Year

The Alternative Press - 11/30/2012

Diahann W. Lassus and Clare E. Wherley have been named among the 2012 Leading Women Entrepreneurs & Business Owners in New Jersey. The award honors women in the state who have been keeping the small business economic engine warm in these troubled times.read more »

Accounting Today

Firm News: Nov. 29. 2012

Accounting Today - 11/29/2012

Recent network memberships, awards, new apps, Web sites and more read more »

AdvisorOne

CFP Board Business Meeting Addresses Goldfarb Resignation

AdvisorOne - 11/13/2012

Diahann Lassus, co-founder of Lassus Wherley, a wealth management firm in New Providence, N.J., moderated the webinar discussion with CFP Board CEO Kevin Keller (left), as well as Nancy Kistner, 2012 Chair-elect who was elected to fill the remainder of Goldfarb's term. read more »

How Successful Women Lead

How Successful Women Lead

How Successful Women Lead - 11/6/2012

The 8 Success Strategies — based on real-life insights from highly successful women, the latest research, and the authors' experience — provide women a blueprint to achieve their goals for a successful and integrated life. read more »

The Star-Ledger

Biz Brain: Retiree Serving As Executor Ponders Tax Obligation

The Star-Ledger - 10/5/2012

"Since the mid-1980s when Congress made the largest changes ever to the tax code, the designation of income comes in many forms," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. "The major categories are earned income, retirement income, investment income and passive income."read more »

USNews

Consider 3 Of The Safest Investments Within 529 Plans

U.S. News - 9/19/2012

While other investments within a 529 plan have more potential for growth, the money in cash accounts won't lose value, says Chadderdon O'Brien, a certified financial risk manager and certified financial planner with Lassus Wherley. read more »

The Alternative Press

Diahann Lassus, President And Founder Of Wealth Management Firm, Lassus Wherley Is Featured In New Book "How Women Lead: The 8 Essential Strategies Successful Women Know"

The Alternative Press - 9/14/2012

"A lot of fabulous information packed inside a very small package. A must read for women leaders," said Diahann Lassus.read more »

USNews

How To Select Mutual Funds Within 529 Plans

U.S. News - 8/29/2012

In addition to the variety of active and passive investment mutual funds, O'Brien says it's important to consider the performance record for the active investment managers relative to their benchmark, fees, inflation protections, and years until your child will need the money for education expenses. read more »

Rutgers

Entrepreneurship To Drive Economic Growth According To Rutgers Business School Panel At The London Olympics

Rutgers - 8/08/2012

Discussions at the Rutgers Business School's Thought Leadership program focused on sustainable economic growth and athletic excellence read more »

US News

4 Reasons To Consider Purchasing Another State's 529 Plan

U.S. News - 7/30/2012

The state parents live in should not be the only reason for choosing a 529 plan, says Chadderdon O'Brien, financial planner at Lassus Wherley. Most 529 plans, investment plans designed specifically for college savings, are available to both in-state and out-of-state residents.read more »

Market Watch

Member News – Diahann Lassus To Participate On Panel Discussion At The London Olympics

New Providence Business & Professional Association - 7/30/2012

Joining the discussion will be Meyer S. (Sandy) Frucher, Vice Chairman of the NASDAQ OMX Group, Inc.; Jean-Michel Six, Chief European Economist, Standard & Poor's; Diahann Lassus, founder, President and Chief Investment Officer of Lassus Wherley, a wealth management firm; and Michael P. Albanese, Global Head of Clearance, JP Morgan Chase Bank, NA.read more »

Market Watch

Rutgers Business School Event On Achieving Economic Growth

Market Watch - 7/24/2012

Joining the discussion will be Meyer S. (Sandy) Frucher, Vice Chairman of the NASDAQ OMX Group, Inc.; Jean-Michel Six, Chief European Economist, Standard & Poor's; Diahann Lassus, founder, President and Chief Investment Officer of Lassus Wherley, a wealth management firm; and Michael P. Albanese, Global Head of Clearance, JP Morgan Chase Bank, NA.read more »

Yahoo News

Rutgers Business School Event On Achieving Economic Growth

Yahoo News - 7/24/2012

Joining the discussion will be Meyer S. (Sandy) Frucher, Vice Chairman of the NASDAQ OMX Group, Inc.; Jean-Michel Six, Chief European Economist, Standard & Poor's; Diahann Lassus, founder, President and Chief Investment Officer of Lassus Wherley, a wealth management firm; and Michael P. Albanese, Global Head of Clearance, JP Morgan Chase Bank, NA.read more »

Street Insider

Rutgers Business School Event On Achieving Economic Growth

Street Insider - 7/24/2012

Joining the discussion will be Meyer S. (Sandy) Frucher, Vice Chairman of the NASDAQ OMX Group, Inc.; Jean-Michel Six, Chief European Economist, Standard & Poor's; Diahann Lassus, founder, President and Chief Investment Officer of Lassus Wherley, a wealth management firm; and Michael P. Albanese, Global Head of Clearance, JP Morgan Chase Bank, NA.read more »

The Star-Ledger

Biz Brain: Unemployed Single Dad Of College Student Eligible For Tax Credit

The Star-Ledger - 6/26/2012

We have some good news for you. You can claim the American Opportunity Credit for the year or years that you can take your child as an exemption on your tax return, said Patricia Daquila, a certified public accountant with Lassus Wherley In New Providence.read more »

Independent Press

Local CPA Named To The '2012 Women Of Note' By The New Jersey Society Of CPAs

Independent Press - 6/24/2012

Diahann W. Lassus, CFP, CPA/PFS and president of Lassus Wherley was selected as one of the New Jersey Society of CPAs "2012 Women of Note" and will be featured in the July/August issue of New Jersey CPA magazine.read more »

The Star-Ledger

Biz Brain: How Do Domestic Partners Inherit In New Jersey?

The Star-Ledger - 6/18/2012

Lassus said it's extremely important that you document and make very clear your wishes in your estate plan. This includes having the proper legal documents to protect you and your partner and making sure that family members are aware of your wishes.read more »

The Star-Ledger

Biz Brain: How Do Domestic Partners Inherit In New Jersey?

USA News Biz - 6/18/2012

Lassus said it's extremely important that you document and make very clear your wishes in your estate plan. This includes having the proper legal documents to protect you and your partner and making sure that family members are aware of your wishes.read more »

The Star-Ledger

Biz Brain: Beware Of Annuity Salespeople When Investing

The Star-Ledger - 6/17/2012

“It breaks my heart these days, in this era of low interest rates and heavy volatility, that many older Americans are desperate to find safe investment vehicles,” said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.read more »

The Star-Ledger

Biz Brain: Whether To Add Settlement Money To An IRA

The Star-Ledger - 5/21/2012

If you do have earned income as a substitute teacher, you may want to consider opening up and contributing to a Roth IRA instead of a regular IRA, said Pat Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

News Room Jersey

EWNJ To Honor 36 Women Of Professional Distinction At 'Salute To The Policy Makers' 2012 Awards Dinner

New Jersey Newsroom - 5/15/2012

New Brunswick, N.J. – Executive Women of New Jersey ("EWNJ") will honor 36 women of professional distinction in New Jersey at its Salute to the Policy Makers 2012 Awards Dinner on May 17, 2012. read more »

The Star-Ledger

Biz Brain: Factoring Homestead Rebate Into Property Tax Equation

The Star-Ledger - 5/7/2012

Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence, offers this example for your federal return: If you itemized your deductions and your property taxes for the year were $5,000, and you received a $250 homestead rebate as a credit on your second quarter tax, you could only deduct $4,750 on your federal Form 1040 Schedule A as an itemized deduction. read more »

The Star-Ledger

Get With The Plan: Retired Couple Rooted In New Jersey

The Star-Ledger - 4/8/2012

The Star-Ledger asked Charles Pawlik, a certified financial planner with Lassus Wherley in New Providence, to help Kathy and Marc make the most of their income and assets as they begin their retirement. read more »

Investment News

Ryan Budget Calls For Two Tax Brackets

InvestmentNews - 3/25/2012 * Requires free registration for unlimited access to InvestmentNews articles.

Advisers like the direction of the House tax reform plan but doubt it will result in real change. read more »

The Alternative Press

Lassus Wherley Has Been Building Relationships Since 1985

The Alternative Press - 3/23/2012

NEW PROVIDENCE, NJ – There are few testimonies to how great a business is than a client who says "I want to work there," and then does.read more »

The Star-Ledger

Get With The Plan: How To Prepare For The Costs Of Being Retired

The Star-Ledger - 3/18/2012

The Star-Ledger asked Chadderdon O'Brien, a certified financial planner with Lassus Wherley in New Providence, to help John see when he will be ready for retirement. read more »

MSN Money

Should You Buy A Foreclosure?

MSN Money - 3/16/2012

Foreclosed properties can be a great deal for homebuyers, whether they're planning to live in the house or rent it out. But they should know the potential pitfalls. read more »

The Star-Ledger

Ask The Biz Brain: What Do I Do After Forgetting To Take A Required IRA Distribution?

Star-Ledger - 3/12/2012

"If you do your own taxes, here are a few more details: Enter "RC" and the amount you want waived in parentheses in the dotted line next to line 52, and subtract this amount from the total shortfall you figured, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence.read more »

The New York Times

The Chatter

The New York Times - 3/12/2012

"I have tons of clients in their 90s who never thought they would live this long." Diahann W. Lassus, a financial planner in New Providence, N.J. Many retirees are depleting their nest eggs by age 80 or 85, and then have to rely on Social Security and the generosity of their children, many of whom are already squeezed financially.read more »

The New York Times

After The Storm, The Little Nest Eggs That Couldn't

The New York Times - 3/7/2012

"I have tons of clients in their 90s who never thought they would live this long," said Diahann W. Lassus, a financial planner in New Providence, N.J.read more »

The Star-Ledger

What's The Tax Impact Of New Jersey Inheritances To Out-Of-State Family?

Star-Ledger - 2/14/2012

"If the estate is under $5 million in 2010 or later, then there would be no federal estate tax," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence.read more »

Financial Planning.comr

Planners Call Obama's 'Union' Address Optimistic But Short On Specifics

Financial Planning - 1/25/2012 * Requires free registration for unlimited access to Financial Planning articles.

The open question is how these initiatives, among others, will be paid for and whether any substantial work will get done in an election year, says Diahann Lassus, president of Lassus Wherley, a fee-only financial planning firm in Providence, N.J., with an office in Bonita Springs, Fla. read more »

Bloomburg

How To Repair A Badly Damaged Portfolio

Bloomberg - 1/23/2012

They really need to totally regroup. What is it they're trying to accomplish? Is it more important to them that they have the higher dollars, which means they work longer? Or is it more important to have free time with their family, in which case they need to cut back and spend less?read more »

The Star-Ledger

How To Claim A Loss For A Worthless Stock

Star-Ledger - 1/10/2012

Without knowledge of when the stock became worthless, you will not be able to claim the loss on your tax return, said Charles Pawlik, a certified financial planner with Lassus Wherley in New Providence. read more »

The Alternative Press

Diahann Lassus Selected As A 2012 FIVE STAR Wealth Manager By New Jersey Monthly Magazine

The Alternative Press - 1/8/2012

NEW PROVIDENCE, NJ - Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was selected as a 2012 Five Star Wealth Manager℠ by New Jersey Monthly magazine. read more »

Financial Planning.com

One And Only - A Rise In Single Americans Will Likely Result In More Clients Who Will Need Someone To Care For Them

Financial Planning - 1/1/2012 * Requires free registration for unlimited access to Financial Planning articles.

“Given the lower average income of an individual versus a couple, it is definitely more challenging for singles to meet long-term savings goals,” says Diahann Lassus, president of Lassus Wherley and Associates, a wealth management firm in New Providence, N.J. read more »

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