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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 deferred compensation.

“Those who have to take deferred compensation as an immediate lump sum may want to consider charitable giving through a donor-advised fund, says Scott Kaplowitch, an accountant at Edelstein & Co. in Boston, who recently helped a client set up such a vehicle with a $10 million lump-sum deferred-compensation payment.” 

Read the entire article here.

Posted In: Articles