Tax & Advisory Services

Hot Topics / Insights
February132020
Broker’s Commission Ban, Perhaps

Mitchell Marcus, CPA 2.13.20 | Client Alert The battle lines are drawn. Pro-tenant rent reforms issued by the New York State Senate, as interpreted by the Department of State (DOS), […]

January292020
SECURE Act Delivers Sweeping Retirement Reform

Scott T. Ditman, CPA/PFS 1.29.20 | Client Alert The passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act has radically changed estate planning for retirement plan benefits. […]

January202020
How Do the Sanders/Warren Wealth Tax Proposals Compare, Differ?

Adina Khan, CPA and Christopher Rullo, CPA 1.20.20 | Client Alert The wealth tax proposals of Democrats Bernie Sanders of Vermont and Elizabeth Warren of Massachusetts are among the more […]

January132020
Post-2025 Estate Clawback is Gone but Election Concerns Compel Action

Scott T. Ditman, CPA/PFS 1.13.20 | Client Alert Good news mixes with gathering clouds of uncertainty.  On the positive side, final IRS regulations provide comfort to taxpayers interested in making […]

October082019
New Import Duties on Host of EU Products from Aircraft to Swiss Cheese

EFFECTIVE OCTOBER 18, 2019 The U.S. Trade Representative (USTR) continues to struggle with the European Union (EU) and certain member states over U.S. rights under the World Trade Organization. That […]

September192019
2019-20 Tax Planning Guide – Maximizing the Pros, Mitigating the Cons

Automatic Updates as Laws Change The opportunities and challenges of the Tax Cuts and Jobs Act (TCJA) continue to be pivotal to a taxpayer’s planning. Ongoing proposals for massive reform, […]

June102019
Eyes on the Next Generation—Creating a Succession Plan That Fits Your Firm

06.10.19 | The Mid-Market Report During the life cycle of a law firm, there will be a time when it will be faced with the issue of succession planning. A […]

June032019
International Reporting Standards Tighten the Noose on Family Office Offshore Investments

06.03.19 | MarketCurrents Wealth Management A global move towards transparency and information sharing has made it difficult for family offices to invest beyond their borders. A growing number of multilateral […]

May202019
The Impact of New Guidance on Qualified Opportunity Zones

Naya Pearlman, J.D., LL.M. 5.20.19 | Client Alert This article is an update on new developments related to qualified opportunity zone legislation.  By way of background, the 2017 Tax Cuts […]