News & Resources

On Monday, Partner Scott Kaplowitch was quoted in the Forbes article “Why Big Donors Are Fast-Tracking Charitable Gifts To Year-End 2016,” which discusses why it could be savvy from a tax perspective to fast-track future

A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one of the

This month’s newsletter includes the following: Overtime Injunction Appealed To 5th Circuit New IRS Audit Selection Criteria Sponsorship Income Can Generate UBI Read the entire newsletter here. 

Today, Partner Scott Kaplowitch was quoted in the Forbes article “2016 It’s A Good Year To Take Losses,” which discusses President-elect Donald Trump’s proposed tax plans.  Kaplowitch says, “I always push taking capital losses, but this

Deferring income and accelerating deductions quite often presents itself as a tax planning opportunity. This year, it could be even more beneficial.  Given the recent election results and potential shifts on the horizon, it’s important

Business Valuation and Forensic Accounting Principal Jason Pierce will present ‘How Digital Currencies May Affect Your Next Engagement’ at NACVA and the CTI’s Financial Consultants’ Conference taking place from December 5-7 in Las Vegas, NV.

Partner Mike Antonelli was quoted in yesterday’s Financial Advisor article “Election Results Spawn Year-End Tax Moves,” which discusses potential new legislation under President-elect Donald Trump. Although it’s too soon to know what the new legislation will

In order to take advantage of two important depreciation tax breaks for business assets, you must place the assets in service by the end of the tax year. So you still have time to act

Healthcare partners Jonathan Gorski and Christopher Swain were published in Healthcare Financial Management Association’s (HFMA) Advisor with their article, How Healthy Is Your Practice? It’s Time for the Annual Check-Up.  This piece discusses the importance

The last month or so of the year offers accrual-basis taxpayers an opportunity to make some timely moves that might enable them to save money on their 2016 tax bill. Record and recognize The key