Lizza & Associates

08/28/2026

Got a NYC pied-à-terre or second home? A new tax notice doesn’t always mean you owe money—but it does mean you should act fast. Learn why these letters are being sent, what they really mean, and how to protect your property position. Read now to find out.

NYC is mailing preliminary notices for the new high-value pied-à-terre tax. Find out how this affects your property and what steps to take next.

08/28/2026

As we head into Labor Day weekend, take a moment to recognize the value of hard work, perseverance, and the progress that comes from showing up every day. Every achievement begins with consistent effort.

08/28/2026

Seasonal reminders help customers stay ahead of maintenance—and help keep your schedule full before the busy fall season.

08/27/2026

September 15 is the deadline for third-quarter estimated tax payments—and missing it could mean unwanted penalties. If your income isn’t fully withheld through payroll, this quick read can help you stay ahead, protect cash flow, and avoid year-end surprises. Read now to see if you owe.

Learn if you need to make a Q3 estimated tax payment by September 15, 2026. Avoid IRS underpayment penalties with our safe harbor guidelines.

08/26/2026

Your 50s can be the most powerful decade for retirement planning. From catch-up contributions to Roth conversion windows, the right moves now can help reduce lifetime taxes and strengthen your future income. Discover the key milestones that can make a big difference—read now.

Maximize savings and minimize lifetime taxes. Discover the critical financial steps and tax strategies to implement at ages 50, 55, and 60.

08/26/2026

Every experience has something to teach us. Growth comes from learning, adapting, and moving forward with greater wisdom.

08/25/2026

Did you know donating appreciated stock can often save more in taxes than writing a cash check? By giving shares directly to a qualified charity, you may unlock a larger deduction and avoid capital gains tax. A smarter way to give and keep more working for your goals. Read now to see how it works.

Learn how donating long-term appreciated stock to qualified charities maximizes tax deductions and eliminates capital gains taxes on built-in appreciation.

08/25/2026

Giving back may also provide meaningful tax advantages. Contact us to find out whether a Qualified Charitable Distribution could be a smart strategy for you.

08/24/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

08/24/2026

Big opportunities often come to those who prepared long before they arrived. Invest in yourself this week—your future will thank you.