An Early Christmas Present from the IRS
By Mike Hoffman, Esq., CPA Last year taxpayers received a little coal in their stockings.
Implications of the SECURE Act and the CARES Act on Retirement and Estate Planning
By Alaina Davalos, Esq. With so much turmoil and uncertainty taking place in our lives during the first half
CARES Act: Roth IRA Conversions
By Krupa Patel The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides tax relief
CARES Act: Special Rules for Use of Retirement Funds
By Todd Sehhat, Esq. The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides relief
Year-End Tax Act Brings Changes to Retirement Accounts
By Alaina Davalos, Esq. and Juli Findling, Paralegal On December 20th, 2019 President Trump signed
Benensen vs. Commissioner: The Benefits of Advanced Tax Planning
By Joe Nagel, Esq., LLM, CPA The recent case of Benenson v. Commissioner, 887 F.3d
2015 YEAR-END TAX PLANNING
Year-end tax planning for individuals, trusts and businesses provides not only the opportunity to review
2013 Year-End Tax Planning: Personal Tax Considerations
As January 1, 2014 gets closer, year-end tax planning considerations should be starting to take
Musings from the CEO (Fall 2013)
Here’s a dire prediction. You will remember 2013 as the year your taxes really went
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
