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Schaffer & Company Asset Management, Inc. is relying on the extension granted for annual filing due to delays caused by Covid-19

by Gregory Schaffer on Apr 29, 2020

SECURITIES AND EXCHANGE COMMISSION [Release No. IA-5469 / March 25, 2020] ORDER UNDER SECTION 206A OF THE INVESTMENT ADVISERS ACT OF 1940 GRANTING EXEMPTIONS FROM SPECIFIED PROVISIONS OF THE INVESTMENT ADVISERS ACT AND CERTAIN RULES THEREUNDER

Make 529 plan contributions before the year end!

by Gregory Schaffer on Dec 7, 2018

529 Plans
If you're a new York State taxpayer and a 529 plan account owner, you may be able to deduct up to $5,000 ($10,000 if you're married filing jointly) of your Direct Plan contributions when you file your state income taxes. Please consult your tax advisor. You must make a contribution before the end of a given calendar year for it to be deductible for that calendar year. If you send your contribution by U.S. mail and it's postmarked on or before December 31, we'll treat your contribution as having been made in the year in which it was sent.