Morris Armstrong

Enrolled Agent
Personal Finance, Taxes, Lifestage Based Planning
“Morris Armstrong operates under a fiduciary standard all of the time, whether he is advising clients on financial matters or representing them before the Internal Revenue Service, his mission is to help clients achieve their goals, not his.”

Armstrong Financial Strategies

Job Title:



Morris Armstrong founded Armstrong Financial Strategies in 2001 as fee-only firm. The firm does not accept commissions or referral fees and the only source of its income is from the client.  Morris has taught at Marymount College in Tarrytown, NY and has written extensively on the subject of investments, taxes and planning for Multex Investors, which Reuters purchased in 2003.

Morris has also been active in the field of divorce planning, and in 2008, the Connecticut Law Tribune recognized his efforts. The lawyers in the state voted him as one of the top three planning firms in the state.

Morris has written for and been quoted in numerous publications including the Wall Street Journal, New York Times, Financial Planning magazine, Wealth Manager Magazine and Yahoo Finance. His investment philosophy has been shaped by both John Bogle and Eugene Fama, and is his portfolios, which are a blend of passive and active vehicles, reflect this.

While he enjoys divorce planning, it can be draining and he prefers not to work with those couples who believe that “War of the Roses” was a manual for divorce. He enjoys his role as an Enrolled Agent helping people resolve their issues with the IRS, whether it is a notice or something more involved such as an audit or offer in compromise.


BBA, Banking, Pace University

Assets Under Management:

$12 million

Fee Structure:

Fee Only

CRD Number:



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Articles and answers are not intended as a solicitation of an offer to buy or sell any security investment or instrument or to participate in any particular trading strategy. Armstrong Financial Strategies and Morris Armstrong, EA. are not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this site. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

  • Morris Armstrong
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3 weeks ago
    Taxes, Income Tax
December 2017
    Personal Finance, Tax Deductions / Credits, Taxes
October 2017
    Personal Finance
August 2017
July 2017

All Answers
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    Taxes, Insurance
How are life insurance proceeds taxed?
72% of people found this answer helpful

Good news, life insurance proceeds paid as a death benefit are generally exempt from income tax. There are very few instances where it is taxable and those tend to be business related.

January 2017
    Financial Planning, Retirement Savings, Taxes
Will keeping my income low prevent me from being taxed too heavily?
67% of people found this answer helpful
April 2017
    Banking, Personal Finance, Investing
What is the safest approach in transferring a large sum from my investment account to my savings?
67% of people found this answer helpful
June 2017
    401(k), Taxes
How should my husband and I pay our back taxes?
67% of people found this answer helpful
October 2017
Can the losses I incurred in a previous year be deducted from my taxable income during the following year?
67% of people found this answer helpful
December 2017