Quotes 2014

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njbiz2014-thumb.png10 Money Resolutions You Should Make This Year

Yahoo! Finance - 12/31/2014

"You have to know where your money is and how it is invested in order to effectively manage it," says Diahann W. Lassus, CFP, CPA/PFS? and president of financial planning and investment firm Lassus Wherley in New Providence, N.J. and Bonita Springs, Fla. Lassus recommends consolidating all of your investment accounts so you have a more streamlined financial life. read more »

njbiz2014-thumb.pngImportant Info On Flexible Spending Accounts

NJMoneyHelp - 12/16/2014

You cannot use funds that were set aside for the 2015 tax year to pay bills from the prior year of 2014 if you have no balance left in your FSA from 2014, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngMoving Costs Vs. Staying Put. Is It Worth The Cost To Downsize?

NJMoneyHelp - 12/8/2014

It makes sense that moving to a smaller home means lower mortgage payments and living costs. Downsizing may even help increase your retirement portfolios, but it isn't necessarily the best option for everyone, said Lisa McKnight, a certified financial planner with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngWhat Expenses Can I Deduct For A Side Business?

NJMoneyHelp - 12/3/2014

The first place to look to identify deductible expenses for a business is on the IRS Schedule C (Profit or Loss from Business), said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngBrokerage Service Buying Guide

Consumer Reports - 12/1/2014

Whether you're a seasoned investor, a newbie, or someone retesting the waters after a scary loss, financial-services companies want your business. But aside from potential incentives, what will you get for moving your accounts? Is the service up to par? Is even free advice worth your time? read more »

njbiz2014-thumb.pngHow To Adjust Your Tax Withholding

NJMoneyHelp - 11/26/2014

The IRS web site also offers a tool to help. Its withholding calculator can help you see what changes, if any, you should make. Before you use the tool, you'll need to have some information handy, said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngWhat Is The Alternative Minimum Tax?

NJMoneyHelp - 10/30/2014

It isn't necessarily higher income that may trigger AMT, but rather the relationship between your income and the various items that trigger AMT liability, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngPeople News: October 17, 2014

Accounting Today - 10/17/2014

Diahann Lassus, president of Lassus Wherley, has been named to the New Jersey Society of Certified Public Accountants inaugural "CPA-List ." read more »

njbiz2014-thumb.pngTarget-Date Funds Are A Hands-Off Retirement Option

CNBC - 10/15/2014

Target-date funds have become popular with 401(k) plan investors. Instead of having to choose a number of investments to create a portfolio that will help them reach their retirement goals, investors simply choose a single fund designed to help them reach that goal. read more »

tap-thumb.pngDiahann W. Lassus Named To NJSCPA Inaugural 'CPA-List'

The Alternative Press - 10/15/2014

Diahann W. Lassus, CFP, CPA/PFS, president of Lassus Wherley, has been named to the New Jersey Society of Certified Public Accountants (NJSCPA) inaugural CPA-List. read more »

njbiz2014-thumb.pngDiahann W. Lassus Named To NJSCPA Inaugural 'CPA-List'

NJ.com - 10/7/2014

"The society is pleased to honor these CPAs who are performing at the highest levels," said Ralph Albert Thomas, NJSCPA CEO and Executive Director. "The CPA-List demonstrates that accountants are clients' most trusted business advisors in far more than just the tax and auditing disciplines." read more »

njbiz2014-thumb.pngIt Pays To Shop Around Before Choosing A 529 Plan

Yahoo Finance - 10/6/2014

It's important to know that 529 plans offer income tax breaks. Although your contributions are not deductible on your federal tax return, your investment grows tax-deferred, and distributions to pay for the beneficiary's college costs come out federally tax-free. Diahann Lassus , president and chief investment officer of wealth management firm, Lassus Wherley, explains. read more »

njbiz2014-thumb.pngWho Will Be The Most Financially Stable In 10 Years?

Yahoo Finance - 10/4/2014

To that end, we asked Diahann Lassus, CFP, CPA and president of Lassus Wherley, a financial planning company in New Providence, New Jersey, to examine the fiscal fitness of five real women. "Managing money is challenging, especially when you have specific financial goals you're trying to reach," Lassus says. "Always remember that the more you know about your financial situation and the more committed you are to your goals, the more likely you are to achieve them." read more »

njbiz2014-thumb.pngIn Foreign Stocks, How Much Is Enough?

Financial Planning - 9/29/2014 * Requires free registration for unlimited access to Financial Planning articles

"Our allocations across international categories are in the range of 12% to 28%," says Diahann Lassus, president and co-founder of Lassus Wherley and Associates, a wealth management firm with offices in Bonita Springs, Fla., and New Providence, N.J. read more »

njbiz2014-thumb.pngWho Will Be The Most Financially Stable In 10 Years?

DailyWorth.com - 9/16/2014

"To that end, we asked Diahann Lassus, CFP, CPA and president of Lassus Wherley, a financial planning company in New Providence, New Jersey, to examine the fiscal fitness of five real women. "Managing money is challenging, especially when you have specific financial goals you're trying to reach," Lassus says. "Always remember that the more you know about your financial situation and the more committed you are to your goals, the more likely you are to achieve them." read more »

njbiz2014-thumb.pngNJSCPA Names Its "CPA-List"

NJCPA - 9/15/2014

In the September/October 2014 issue of New Jersey CPA magazine, we will be spotlighting NJSCPA members who are practicing at the highest levels in a specific accounting discipline. Here's a sneak peek at our winners! read more »

njbiz2014-thumb.pngNJBIZ Honors Chadderdon W. O'Brien As One Of New Jersey's 2014 Forty Under 40

The Alternative Press - 9/15/2014

Chadderdon W. O'Brien, CFP®, FRM, Financial Planner, has been named a winner in the 2014 NJBIZ Forty Under 40 awards program. The award program, produced by NJBIZ, New Jersey's premier business news publication, is sponsored by Stark & Stark, First Bank and NJIT. read more »

njbiz2014-thumb.pngDo You Know Your Credit Score?

CNBC - 9/13/2014

Diahann Lassus, a certified financial planner and president of Lassus Wherley, recommends that her clients check their credit at least once a year. read more »

njbiz2014-thumb.pngExplaining 529 Plans

CNBC - 9/5/2014

A 529 college savings plan is an education plan operated by a state or educational institution. It was designed to help families set aside funds for future college costs. They can be used to meet costs of qualified colleges nationwide. read more »

njbiz2014-thumb.pngThe 2014 NJBIZ Forty Under 40 Award Winners List

NJBIZ - 8/21/2014

Achievements: Rising quickly through the ranks of Lassus Wherley and being invited to take an equity stake in the wealth management firm; developing an in-house tool for monitoring and taking action on client executive compensation awards; developing quantitative tracking systems to monitor the company's investment strategies; serving on the board of Summit Helping Its People, a nonprofit serving the homeless. read more »

njbiz2014-thumb.pngYour Money: Looking To Save Taxes On Long-Term College Investments

NJ.com - 8/12/2014

Tax-advantaged 529 plans do allow for funds to be transferred from an UTMA account in order to establish a custodial 529 account," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngWhy Don't More Advisors Look Like Lazetta Braxton?

Financial Planning - 8/4/2014 * Requires free registration for unlimited access to Financial Planning articles

"If we want to continue to grow, we need to have a diverse workforce that mirrors the population," says Diahann Lassus, principal of the wealth management firm Lassus Wherley, which is recruiting job candidates from William Paterson University's financial planning program, where half the students are minorities. read more »

njbiz2014-thumb.pngIt's Time To Talk About The Race Gap

Financial Planning - 8/4/2014 * Requires free registration for unlimited access to Financial Planning articles

America looks more and more diverse each day, and its wealth patterns are shifting, as well. Diahann Lassus, principal of wealth management firm Lassus Wherley, nailed the challenge that faces the industry: "If we want to continue to grow," she told us, "we need to have a diverse workforce that mirrors the population." read more »

accountingtoday-thumb.jpgCorrelating Challenges

Accounting Today - 8/1/2014

"The growth of robo-advisors and the impact of technology on the financial services industry" is a concern, according to Clare Wherley, CEO of Lassus Wherley. "Although we offer investment management services, financial planning is a key component of our business. Clients will still seek out advice on key life events and decisions. As of right now, computers cannot fulfill this role. Having said that, even the current generation wants digital access to account information, to transfer funds, etc. To be successful we must emphasize both technology and in-person/verbal communication." read more »

njbiz2014-thumb.pngMoney Fund Rule Changes Offer New Reality To U.S. Retail Investors

TD Waterhouse - 7/23/2014

"Why would anyone stay in these money funds once they're floating, rather than just go to a government or treasury fund that's not floating at all?" said Diahann Lassus, president of Lassus Wherley & Associates, a New Jersey financial adviser. read more »

njbiz2014-thumb.pngMoney Fund Rule Changes Offer New Reality To U.S. Retail Investors

Reuters - 7/23/2014

"Why would anyone stay in these money funds once they're floating, rather than just go to a government or treasury fund that's not floating at all?" said Diahann Lassus, president of Lassus Wherley & Associates, a New Jersey financial adviser. read more »

njbiz2014-thumb.pngMoney Fund Rule Changes Offer New Reality To U.S. Retail Investors

Yahoo News - 7/23/2014

"Why would anyone stay in these money funds once they're floating, rather than just go to a government or treasury fund that's not floating at all?" said Diahann Lassus, president of Lassus Wherley & Associates, a New Jersey financial adviser. read more »

njbiz2014-thumb.pngMoney Fund Rule Changes Offer New Reality To U.S. Retail Investors

MSN Money - 7/23/2014

"Why would anyone stay in these money funds once they're floating, rather than just go to a government or treasury fund that's not floating at all?" said Diahann Lassus, president of Lassus Wherley & Associates, a New Jersey financial adviser. read more »

njbiz2014-thumb.pngYour Money: When Does A Senior Citizen Have To File A Tax Return? Not Always...

NJ.com - 7/9/2014

The 2013 federal filing requirement for most single individuals over the age of 65 is gross income in excess of $11,500, said Laurie Wolfe, a certified public accountant with Lassus Wherley in New Providence. That number is expected to increase to $11,700 in 2014, she said. read more »

njbiz2014-thumb.pngYour Money: Avoiding Taxation On Foreign Stocks

NJ.com - 7/7/2014

We've got good news, and we've got bad news. Generally, income that is earned in either 401(k) or IRA is usually free of U.S. income taxes. However, if you hold a foreign stock in your 401(k) or IRA, most foreign countries require that the foreign company or financial institution withhold taxes on the income earned from their country regardless of whether it is in a tax-free account or a taxable account, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngNew Jersey Chamber Member Companies Score High Among The Best Places To Work

New Jersey Chamber of Commerce - 7/1/2014

The New Jersey Chamber of Commerce congratulates our members who were named the Best Places to Work, as determined by NJBIZ newspaper. Here are all the N.J. Chamber members honored, with ranking and office locations... read more »

njbiz2014-thumb.pngFinancial Advisors & Firms

Women's Choice Award - 7/1/2014

The Women's Choice Award for Financial Advisors & Firms was created to help women identify advisors and firms that provide quality service and strong commitment to their female clientele. We are proud to honor this elite group with our prestigious award! read more »

njbiz2014-thumb.pngShould I Do Payroll Myself Or Use A Payroll Service?

Business News Daily - 6/19/2014

"If a small business owner has a good background in accounting and is willing to research all the laws, remember all the deadlines and has a very simple payroll, then they could consider doing the payroll themselves," said Clare Wherley, CPA and co-founder of accounting firm Lassus-Wherley. Only sole proprietorships and partnerships are exempt from payroll filing obligations, she said. read more »

njbiz2014-thumb.pngYour Money: Taxation Of Benefits From Long-Term Care And Disability Insurance Payouts

NJ.com - 6/11/2014

First, premiums paid for a qualified long-term care insurance contract by an individual who covers himself, spouse or dependent are considered a medical expense, so a portion of the premiums paid may be deductible, said Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngYour Money: Confusion About The Taxation Of Roth IRA Withdrawals

NJ.com - 6/10/2014

"Typically when you open a Roth IRA account at a bank you would be investing in a savings account or Certificate of Deposit (CD)," said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngWhy Women Are Underrepresented In Financial Services -- And How They're Making A Comeback

Forbes - 5/30/2014

Diahann Lassus, CFP®, CPA, and president of Lassus Wherley & Associates (a company that is active in NAPFA's women's initiative), shared that her firm attracts women advisors by providing part-time work and flexible work hours. read more »

njbiz2014-thumb.pngLassus Wherley Honored By NJBIZ As One Of Best Places To Work In New Jersey

Berkeley Heights Online - 5/26/2014

Lassus Wherley has been named one of the Best Places to Work in New Jersey by NJBIZ magazine for the fourth consecutive year. read more »

njbiz2014-thumb.pngLassus Wherley Honored By NJBIZ As One Of Best Places To Work In New Jersey

Roonte - 5/25/2014

NEW PROVIDENCE, NJ - Lassus Wherley has been named one of the Best Places to Work in New Jersey by NJBIZ magazine for the fourth consecutive year. The survey and award program identifies, recognizes and honors the top places of employment in New Jersey that benefit the state's economy, its work force and businesses. read more »

njbiz2014-thumb.pngLassus Wherley Honored By NJBIZ As One Of Best Places To Work In New Jersey

The Alternative Press - 5/25/2014

NEW PROVIDENCE, NJ - Lassus Wherley has been named one of the Best Places to Work in New Jersey by NJBIZ magazine for the fourth consecutive year. read more »

njbiz2014-thumb.pngLadies: 5 Reasons To Choose A Female Financial Advisor

Forbes - 5/22/2014

The research Diahann mentioned is a recent study by Ragini Verma, PhD, an associate professor in the department of radiology at the Perelman School of Medicine at the University of Pennsylvania. She and her colleagues found the "connections" in men and women's brains worked differently (something many of us have long suspected). read more »

njbiz2014-thumb.pngYour Money: Saving Taxes On Property Sale In NJ

NJ.com - 5/20/2014

However you determine the value, Patricia Daquila, a certified public accountant with Lassus Wherley in New Providence, doesn't see a tax benefit to form an LLC for the transaction. read more »

njbiz2014-thumb.pngREPOST: 15 Small-Business Tax Deductions

Columns of the Ledger - 5/15/2014

Equipment, furniture and supplies: Look at your purchases and ask your tax preparer to run the calculations to see if you should expense it or depreciate it. But don't overdo it, says Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence, N.J. "I've often had to caution the entrepreneur that buying a piece of equipment just to get a tax deduction isn't good business sense." read more »

njbiz2014-thumb.pngThe Best Places To Work In New Jersey - Small/Medium Companies (1-30)

NJBIZ - 5/2/2014

Playful companions accompany employees of Lassus Wherley on their workday walks. The investment firm's office is home to two dogs, and employees have a hand in walking, feeding and watching them. Contributing to the firm's homey feel, employees can hang their own photos on office walls. Founded in 1985, Lassus Wherley boasts expertise in financial planning and related services for individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. read more »

njbiz2014-thumb.pngThe Best Places To Work In N.J., According To NJBiz

NJ.com - 5/2/2014

There are plenty of places to work in New Jersey. And then there are the Best Places. read more »

njbiz2014-thumb.pngPeople News: April 25, 2014

Accounting Today - 4/25/2014

Diahann W. Lassus, CFP, CPA/PFS, and Clare E. Wherley, CPA, CFP, president and CEO, respectively, of Lassus Wherley, Bonita Springs, and financial planner Suzanne C. Low, JD, CFP, were selected as 2014 Five Star Wealth Managers. read more »

njbiz2014-thumb.pngLassus, Wherley, And Low Selected As 2014 Five Star Wealth Managers

The Alternative Press - 4/23/2014

Diahann W. Lassus, CFP®, CPA/PFS, President, Clare E. Wherley, CPA, CFP®, CEO, and Suzanne C. Low, J.D., CFP®, Financial Planner were selected as 2014 Five Star Wealth Managers℠. read more »

njbiz2014-thumb.pngYour Money: Putting College Ahead Of Retirement Hurts Ability To Borrow, Working Longer Is Needed

NJ.com - 4/20/2014

The Star-Ledger asked Chadderdon O'Brien, a certified financial planner with Lassus Wherley in New Providence, to help this couple figure out a plan for their finances. read more »

njbiz2014-thumb.pngBiz Brain: Filing Taxes Married Or Separately, And Legal Liability For A Spouse's Past Filings

NJ.com - 3/30/2014

When you file separate returns, each taxpayer is responsible for the accuracy and payment of tax related to their own return, said Clare Wherley, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngHow To Maximize Your Social Security Distribution

CNBC - 3/4/2014

You can begin collecting Social Security benefits as early as age 62. In fact, half of all Americans start their benefits when Social Security generates the lowest amount of lifetime retirement income. For many, that's a careless and costly mistake. read more »

investmentnews-thumb.jpgNew CFP Board Chairman Stands Firm On Fee-Only Definition, Sets Goals For Group's Growth

InvestmentNews - 2/6/2014 * Requires free registration for unlimited access to InvestmentNews articles.

The student pipeline is critical to meeting the 81,000 goal, according to Diahann Lassus, president of Lassus Wherley & Associates. read more »

njbiz2014-thumb.pngBiz Brain: After-Tax And Pre-Tax 401(k) Contributions Lead To Confusion At IRA Rollover Time

NJ.com - 2/3/2014

To properly complete Form 8606, you should be able to get detailed information from the statement provided by your employer that shows the dollars that are after-tax, said Diahann Lassus, a certified financial planner and certified public accountant with Lassus Wherley in New Providence. read more »

njbiz2014-thumb.pngNew Providence Tax Advisors Selected As 2014 Five Star Certified Public Accountants

NJ.com - 2/3/2014

Clare E. Wherley, CPA, CFP®, CEO, and Patricia Daquila, CPA, Senior Tax Advisor, were each selected as 2014 Five Star Certified Public Accountants. The Five Star program is the largest and most widely published financial services award program in North America, covering more than 40 major markets. The list of Five Star Certified Public Accountants for New Jersey was published in the January issue of New Jersey Monthly magazine and on fivestarprofessional.com. read more »

njbiz2014-thumb.pngTwo Lassus Wherley Members Honored As Five Star CPAs

The Alternative Press - 2/2/2014

Clare E. Wherley, CPA, CFP®, CEO, and Patricia Daquila, CPA, Senior Tax Advisor, were each selected as 2014 Five Star Certified Public Accountants. The largest and most widely published financial services award program in North America, the Five Star program covers more than 40 major markets. The list of Five Star Certified Public Accountants for New Jersey was published in the January issue of New Jersey Monthly magazine and on fivestarprofessional.com. read more »

njbiz2014-thumb.pngThe 3 Top Money Tips For 2014

Insider Monkey - 1/22/2014

Lassus' suggestion and advice was more broad, and that was to write down the financial goal and keep it somewhere prominent so you can continually look at it and remind yourself of your goal. The idea is that every time you see it, it should keep it in mind and otivte you to take some step that day to get closer to that desired goal - whether it is saving for retirement, paying off debt or getting that mortgage paid. read more »

njbiz2014-thumb.png2014 New Jersey Five Star Accounting And Estate Planning Professionals

New Jersey Monthly - 1/1/2014

How do you find an accounting or estate planning professional with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients? read more »

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