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HOT TOPICS / INSIGHTS

Client Alerts
Hot Topics / Insights
December212020
2020 Year-End Charity Planning Opportunities to Consider

Merrick Shukan, CPA, MST and Mona Loong, MBA 12.21.20 | Client Alert So far 2020 has been a tumultuous year to say the least, and many high-net-worth individuals are showing […]

December152020
The Employee Retention Credit – An Alternative to the PPP

Hal Zemel, CPA, J.D., LL.M. 12.15.20 | Vision 2020 Due to COVID-19, a number of different payroll tax credits were established to help provide economic relief to employers. For eligible […]

November302020
Election Impact on Year-End Tax Planning and Beyond

Veronique Horne, J.D., Naya Pearlman, J.D., LL.M., Scott T. Ditman, CPA/PFS and Daniel A. Shapiro, CPA, J.D., LL.M. 11.30.20 | Client Alert Even though the Presidential election is behind us, […]

November232020
IRS Releases Guidance on Deductibility of Expenses Paid from PPP Funds

Joseph Most, J.D. 11.23.20 | Client Alert Last week, the IRS issued much anticipated guidance on the deductibility of business expenses claimed, or to be claimed, as amounts supporting loan […]

November182020
SBA Releases Draft Loan Necessity Questionnaire

Joseph Most, J.D. 11.18.20 | Client Alert – COVID-19 Update The Small Business Administration (SBA) recently released draft Form 3509, which is a Paycheck Protection Program (PPP) loan necessity questionnaire […]

November182020
DC Eliminates the Terminating Business Gain Exclusion for the UBT Effective January 1, 2021

Sarah Kim, J.D., LL.M. and Ken Maeng, J.D. 11.18.20 | Client Alert The District of Columbia Budget Support Emergency Act of 2020 (the “Act”) eliminates the Terminating Business Gain Exclusion […]

October072020
New Jersey Enacts Millionaires Tax – Immediate Action Required

Sarah Kim, J.D., LL.M. and Ken Maeng, J.D. 10.7.20 | Client Alert New Jersey Governor Phil Murphy recently signed the fiscal 2021 budget which includes a so-called “millionaires tax.” The […]

September302020
2020-21 Tax Planning Guide – Planning Guidance to Navigate the Uncertainty – Updates as Laws Change

9.30.20 | Client Alert COVID-19 … a fiery presidential election … widely divergent tax proposals … ongoing attempts at massive reform … the changes and opportunities presented by the Tax […]

September152020
Presidential Candidates’ Diametric Tax Policies

9.15.20 | Vision 2020 With the Presidential election less than 60 days away, fiscal policy will likely play a prominent role in the upcoming debates as the candidates’ tax policies […]