Tag: NYC CPA


Turn down an inheritance using a qualified disclaimer

If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest. The assets will then bypass your estate and go directly to the next beneficiary in line. It’s as … Read More »

October 11th

Estate Planning Briefs. Comments Off on Turn down an inheritance using a qualified disclaimer


4 pillars of a solid sales process

Is your sales process getting off-balance? Sometimes it can be hard to tell. Fluctuations in the economy, changes in customer interest and dips in demand may cause slowdowns that are beyond your control. But if the numbers keep dropping and … Read More »

October 11th

Business Briefs. Comments Off on 4 pillars of a solid sales process


Tax-free fringe benefits help small businesses and their employees

In today’s tightening job market, to attract and retain the best employees, small businesses need to offer not only competitive pay, but also appealing fringe benefits. Benefits that are tax-free are especially attractive to employees. Let’s take a quick look … Read More »

October 11th

Tax Department, Tax Planning. Comments Off on Tax-free fringe benefits help small businesses and their employees


Educate your children on wealth management

If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations. Educating your children about saving, investing and other money management skills can help keep your … Read More »

October 4th

Estate Planning Briefs. Comments Off on Educate your children on wealth management


A strong BYOD policy combines convenience with security

It’s easy to understand why more and more businesses are taking a “bring your own device” (BYOD) approach to the smartphones, tablets and laptops many employees rely on to do their jobs. BYOD can boost employee efficiency and satisfaction, often … Read More »

October 3rd

Business Briefs. Comments Off on A strong BYOD policy combines convenience with security


Charitable IRA rollovers may be especially beneficial in 2018

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations without owing any income tax on the distributions. This break may be especially beneficial now because … Read More »

October 2nd

Tax Department, Tax Planning. Comments Off on Charitable IRA rollovers may be especially beneficial in 2018


Retiring abroad? Review your estate plan before making the move

If you dream of spending your golden years in a tropical paradise, a culture-rich European city or another foreign locale, it’s important to understand the potential tax and estate planning implications. If you don’t, you could be hit with some … Read More »

September 27th

Estate Planning Briefs. Comments Off on Retiring abroad? Review your estate plan before making the move


Dig out your business plan to prepare for the year ahead

Like many business owners, you probably created a business plan when you launched your company. But, as is also often the case, you may not have looked at it much since then. Now that fall has arrived and year end … Read More »

September 26th

Business Briefs. Comments Off on Dig out your business plan to prepare for the year ahead


Tax planning for investments gets more complicated

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end to … Read More »

September 25th

Tax Department, Tax Planning. Comments Off on Tax planning for investments gets more complicated


“Flipping the Switch” article

“Flipping the Switch,” article by John Costello, with a contribution by Robert Hoberman, was published in the September issue of Rapaport Magazine.

The future is here, and if companies want it to be a bright one, they need to drag themselves … Read More »

September 24th

Published Articles. Comments Off on “Flipping the Switch” article

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