James G. Kaufmann, RFC, RTRP

James G. Kaufmann, RFC, RTRP Since 1989, I help people invest, save and distribute income in retirement. Create wealth and legacy. Love family, the outdoors, boating, laughing.

Since 1989, Jim has been a problem solver for his clients. Whether they are seeking financial advice, tax solutions, or planning strategies, Jim has assisted them to find the best solution for their needs. He finds great satisfaction in helping to create tax efficient income for his clients and feels a sense of pride when clients can take tax-favoring withdrawals from their retirement or savings w

ithout fear. Although his career has brought him great joy over the years, he also enjoys spending time laughing with his family, boating, and spending time outdoors. Jim keeps himself informed of current news, economic and market trends, and governmental developments by consistently reading and educating himself.

07/02/2026
It's starting! July 4th is the date these accounts go live. If you haven't signed up, do so ASAP! Your child can own inv...
06/30/2026

It's starting! July 4th is the date these accounts go live. If you haven't signed up, do so ASAP! Your child can own investments now and there are tremendous future benefits. Please contact me if you should have any questions at 631-778-8838.

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to give children in America a real financial head start.

11/21/2025

IR-2025-114: Treasury, IRS provide guidance for individuals who received tips or overtime during tax year 2025 Internal Revenue Service (IRS) sent this bulletin at 11/21/2025 10:05 AM EST IRS Newswire Nov. 21, 2025 News Essentials What's Hot News Releases IRS - The Basics IRS Guidance Media Contacts...

11/14/2025

Imagine the benefits when people use their minds for a great purpose.

10/24/2025

I am seeking a professional needing office space in Islandia, NY. I have a beautiful office suite right off the Long Island Expressway. Contact me at 631-778-8838 for more information.

10/20/2025

Why is it that gas prices at the pump remain high, even though crude oil has fallen to $57 dollars per barrel? It appears to me that gas stations are charging more than they should.

Economic activity, investments and interpretations are always changing. This is interesting (again) and if you have any ...
10/02/2025

Economic activity, investments and interpretations are always changing. This is interesting (again) and if you have any questions, contact me at 631-778-8838. Also, check out my website: www.jktaxstrategies.com

How do stocks respond to rate cuts? Get my answer plus insight on corporate productivity, surging gold prices, and the US dollar.

09/25/2025

IR-2025-94, Sept. 23, 2025 — The Internal Revenue Service, working with the U.S. Department of the Treasury, today announced that paper tax refund checks for individual taxpayers will be phased out beginning on Sept. 30, 2025, as required by Executive Order 14247, to the extent permitted by law.

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3033 Express Drive No, Ste 101B
Holbrook, NY
11741

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