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Isaacson Tax & Estate Advisors

1301 N. Congress Ave Suite 350
Boynton Beach, FL 33426

Phone:

(561) 536-0585

Fax:

(561) 536-0586

E-mail:

bisaacson@itaxfl.com

Contact Us

Please feel free to contact us with any questions.

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Your "One Stop" Retirement Information Center

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Isaacson Tax & Estate Advisors is a full service retirement planning company, headquartered in Boynton Beach since 2004.  We are accredited members of the Better Business Bureau of South Florida and are active members of the Boynton Beach Chamber of Commerce.

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Unlike many brokerage firms which have “house products” that their advisors often push, we are purely independent and are “goal driven,” not “product driven.”  Since we also provide tax preparation services for our clientele, and work in close conjunction with estate planning attorneys, our planning and advice is specifically tailored to your individual situation.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck