New York/Connecticut Association of Tax Professionals | Donald Kluge | Activity https://www.nyctatp.org/members/donaldkluge/activity/ Activity feed for Donald Kluge. Sat, 02 May 2026 03:04:05 -0400 https://buddypress.org/?v= en-US 30 hourly 2 4fed3b6db4e0c8029772bacd1c5269c8 Donald Kluge replied to the topic 1099R E file problem in the forum Tax Discussion https://www.nyctatp.org/forums/topic/1099r-e-file-problem/#post-13989 Thu, 13 Feb 2020 18:01:45 -0500 We are either using our number or clients home number.

]]> 0f3c24df2c61022a5e1ee30a9c59ad9e Donald Kluge replied to the topic Looking for annuity expert in the forum Tax Discussion https://www.nyctatp.org/forums/topic/looking-for-annuity-expert/#post-12178 Fri, 14 Jun 2019 17:56:30 -0400 Robert, I do a number of annuities every year. However, the first thing to look at is the question of whether or not it is appropriate for the particular individuals circumstances and how it fits into your and the family’s financial plan. An annuity should be a solution, not a product sale. Also, there are many types of annuities on the market.…Read more

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