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CNBC

CNBC quoted Senior Director Thomas O'Shaughnessy in an article about last-minute 2018 tax strategies that can be used until April 15.

Featured: Thomas O'Shaughnessy, Senior Director, Marcum Financial Services, LLC

Excerpt:

"With the SEP [IRA], even if you opened it up after the calendar year-end, you have until the tax extension deadline to make the contribution in case you had difficulty of getting the funds together," said Thomas O'Shaughnessy, senior director of Marcum Financial Services.

Click here to read full article as PDF >>

 
 
 
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