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Solutions Money Management

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Michael Conticelli, CFS, CDFA is a tax preparer based in Southwest FL. As a dedicated financial advisor and tax professional based in Cape Coral, Florida, I'm committed to helping individuals and businesses in southwest Florida achieve their financial goals. With a strong background in financial planning, I offer comprehensive tax preparation and strategic tax planning services tailored to your unique needs. Whether you're looking to optimize your tax returns, minimize your tax liability, or plan for your financial future, I'm here to provide expert guidance and personalized solutions. Let's work together to achieve your financial success.

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Tax Preparation
Tax Planning

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Insight
Is Social Security tax-free under the new 2025 tax law?
by
Michael Conticelli
on
Jul 14, 2025
Under the 2025 tax law, nearly 90% of retirees will owe no federal tax on Social Security benefits, thanks to a new senior deduction—but income phaseouts apply above $75,000 (single) or $150,000 (joint).

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