Harris Campaign’s Estate Tax Proposal: What It Means for You
Presidential candidate Kamala Harris proposed significant shifts in the estate tax system
2023 Year-End Notes
As the year comes to a close, we offer some planning tips to our clients, colleagues and friends of the fir...
IRS Offers Full-Year Filing Relief for Taxpayers Impacted by the Hamas Attacks on Israel and a Month of Relief for Certain Late Payments
The Internal Revenue Service announced tax relief for individuals and businesses affected by the terrorist ...
Supreme Court Holds IRS to Lower Offshore Account Penalties, But Proper Compliance is Still Essential
Imagine the IRS discovering your “secret” offshore bank accounts. Imagine further that instead of
2022 Year-End Notes
As another unprecedented year comes to a close, we offer some planning tips to our clients, colleagues, and...
Will New Income Reporting Have Any Meaningful Impact on the Financial Ecosystem?
If the IRS having more scrutiny over bank accounts makes you squirm, then buckle up.
Long-Term Capital Gains vs. Short-Term Capital Gains (and Taxes)
Investing and trading are both great way to build wealth.
New York Pass-Through Entities - Deadline for Making Election to Avoid Federal Cap on State Income Tax Deduction
In case you are not already aware, New York has established a new method for paying state income tax that a...
