Archive for November, 2015

Scott Kaplowitch in Wall Street Journal, “Act Now to Lower Your 2015 Taxes”

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Act Now to Lower Your 2015 Taxes,” which provides a checklist and guidance on key areas as year-end approaches. “For example, some investors may have

READ MORE

Posted In: Articles

November 2015 Nonprofit Newsletter

This month’s newsletter includes the following: Donor-Advised Funds Continue Rapid Growth One-third of Americans Lack Faith in How Charities Spend Money IRS’s Focus on Worker Classification Read the entire newsletter.

READ MORE

Posted In: Alerts & Advisories

Tax Alert- Reduce taxes on your investments with these year-end strategies

While tax consequences should never drive investment decisions, it’s critical that they be considered — especially by higher-income taxpayers, who may be facing the 39.6% short-term capital gains rate, the 20% long-term capital gains rate and

READ MORE

Posted In: Alerts & Advisories

Tax Alert- Protect your deduction: Verify that a charity is eligible to receive tax-deductible contributions before you donate

Donations to qualified charities are generally fully deductible, and they may be the easiest deductible expense to time to your tax advantage. After all, you control exactly when and how much you give. But before

READ MORE

Posted In: Alerts & Advisories

Analyzing Compensation and Valuation Issues for Authors in Divorce

Edelstein’s business valuation and forensic accounting principal, Jason Pierce, recently published an article on November 4, 2015 in Financial Valuation and Litigation Expert. Pierce writes, “Valuation analysts are often asked to assist counsel with unique

READ MORE

Posted In: Articles

Tax Alert- The 529 savings plan: A tax-smart way to fund college expenses

If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred. (Some states do offer tax incentives for contributing.) Distributions used to pay qualified

READ MORE

Posted In: Alerts & Advisories

Scott Kaplowitch in Wall Street Journal, “How Executives Can Minimize the Retirement Tax Hit.”

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “How Executives Can Minimize the Retirement Tax Hit,” which discusses how planning ahead can reduce the tax burden on employees who cash in stock awards and

READ MORE

Posted In: Articles