HOT TOPICS / INSIGHTS

Industry Insights
Hot Topics / Insights
October042015
Employer-Sponsored Retirement Plans under Increased IRS Scrutiny

Saul Brenner, CPA, J.D., LL.M. 10.27.2015 | eVisor For 2016, the Employee Plans Team Audit (EPTA) division of the IRS is stepping up reviews of internal compliance controls for large […]

September282015
Connecticut Substantially Increases Probate Fees for Larger Estates

Marco Svagna, CPA 09.28.2015 | eVisor Under recent legislation, the large estates of Connecticut residents dying on or after January 1, 2015 are being hit with sizable increases in probate […]

September282015
IRS Addresses the Taxability of Identity Protection Services

Berdon Tax Team 09.28.2015 | eVisor In the harsh reality of the identity fraud era, employers are taking steps to protect the safety of private information. In a welcome bit […]

September282015
New Estate Tax Reporting Requirements Delayed

Scott Ditman, CPA/PFS and Marco Svagna, CPA 09.28.2015 | eVisor New estate tax reporting requirements imposed by the recent transportation spending act1 (the Act) have been delayed until February 29, […]

September082015
Foundation’s Aggressive Estate Tax Avoidance Strategy Shot Down

Saul Brenner, CPA, J.D., LL.M. 09.08.2015 | eVisor The title of the foundation was an attention-getter: “Educational Assistance Foundation for the Descendants of Hungarian Immigrants in the Performing Arts, Inc.” […]

September082015
Favorable Decision on the Deduction of Mortgage Interest

Berdon Tax Team 09.08.2015 | eVisor The Ninth Circuit Court of Appeals recently allowed two unmarried co-owners of a property to apply the mortgage interest deduction on a per-taxpayer basis […]

September082015
New Safe Harbor for Ratable Service Contracts

Berdon Tax Team 09.08.2015 | eVisor Accrual method taxpayers are permitted to deduct the costs of services as they are provided. However, current rules do not offer guidance as to […]

September032015
To condo or not to condo: That is the question for owners

Meyer Mintz, CPA, J.D. LL.M. 09.03.2015 | Real Estate Weekly With the condominium market heating up in many areas across the country, some real estate owners are tempted to take […]

August052015
Pension Plan Lump Sum Payments Halted by IRS

Berdon Tax Team 08.05.2015 | eVisor The IRS has dealt a blow to pension plans looking to replace annuity payments with lump sum payouts. A July 9, 2015 notice1 announcing […]