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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:

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.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Taking this quiz may help increase understanding of estate planning.

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