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The Five New Year’s Resolutions Every Tax Professional Must Make

by admin | Jan 3, 2016 | Uncategorized

When you awoke on the morning of January 1st to the promise of a new year, you took inventory of those aspects of your life that you’re determined to change over the coming months: You eat too much. You ignore your mother. You’re stuck in a dead-end,...

Family Partnership Valuation Discounts Approved By Tax Court

by admin | Jan 2, 2016 | Uncategorized

When one of the founding partners of a regional law firm has the firm’s estate group handle his planning, they are likely to do a pretty good job. That may well be the moral in the Tax Court decision in the case of the Estate of Barbara M. Purdue. I look at the...

Managing Your Fixed Income Portfolio

by admin | Jan 2, 2016 | Uncategorized

Managing your fixed income portfolio can be a daunting task but is also one of the most important things you can do with your portfolio.      

Top Ten Cases (And Rulings) Of 2015: #3: Notice 2015-17 Relieves Employers Of Huge Penalties

by admin | Jan 1, 2016 | Uncategorized

It’s finally over. The October 15th tax deadline is behind us, which means tax practitioners have mercifully finished their filings for the year. Unless of course, you chose to make your career in the not-for-profit world, in which case you deserve the extra...

College Graduates: Here’s How To Get Free Money To Repay Your Loans

by admin | Jan 1, 2016 | Uncategorized

Thank you, New York Governor Andrew Cuomo, for promising my daughter free money when she graduates from college. Happy new year to you, too!      
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