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How Series EE Savings Bonds are Taxed

Many people have Series EE savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and put […]

Tax Responsibilities If Your Business is Closing Amid the Pandemic

Unfortunately, the COVID-19 pandemic has forced many businesses to shut down. If this is your situation, we’re here to assist you in any way we can, including taking care of […]

The Executor’s Role

If you have been named as an executor (or if you are choosing your own executor) it is important to understand the duties and responsibilities of this role. Today’s blog […]

4 Tax Issues Divorcing Couples Should Understand

When a couple is going through a divorce, taxes are probably not foremost in their minds. But without proper planning and advice, some people find divorce to be an even […]

Life Coaching, GPS or Tax Planning

What do these three items have in common? Depending on whom you ask, they can all help you find your way. Not knowing much about life coaching, and as a […]

Avoid the Pitfalls of Buying and Selling Mutual Fund Shares

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise Sales  You may already have made taxable ‰ÛÏsales‰Û of part of […]

Change of NY Domicile Successful by Dumping Old Girlfriend; Keeping Old Dog

In light of the current COVID-19-inspired flight from New York, it is worth revisiting the issue of change of domicile. A New York State Tax Appeals Tribunal Decision[1] held that […]

What Tax Records Can You Throw Away?

October 15 was the deadline for individual taxpayers who extended their 2019 tax returns. (The original April 15 filing deadline was extended this year to July 15 due to the […]

New Jersey Enacts Millionaires Tax ‰ÛÓ Immediate Action Required

My colleagues Sarah Kim J.D., LL.M. and Ken Maeng, J.D. examine New Jersey’s recently signed fiscal 2021 budget which includes a so-called ‰ÛÏmillionaires tax‰Û and will require immediate action by […]