Key information and resources relevant to the current business landscape of our clients and our professional relationships are accessible below.

TECHNICAL EXPERTISE

• ESTATE PLANNING AND TAXATION: COMING TO AMERICA - PART 1

• ESTATE PLANNING AND TAXATION: COMING TO AMERICA - PART 2

  February 2019

• CAPITAL LOSSES

December 2018

• QUALIFIED CHARITABLE DISTRIBUTIONS (QCDs) VS. REQUIRED MINIMUM DISTRIBUTIONS (RMDs); THE UNTOLD STORY

November 28, 2018

• LOW-INCOME OPPORTUNITY ZONES AS A TAXPAYER OPPORTUNITY

September 2018

• QUALIFIED OPPORTUNITY ZONE INVESTING

August 2018

• LANDMARK SUPREME COURT CASE MATERIALLY INCREASES SALES TAX REQUIREMENTS

July 25, 2018

• TAX CUT AND JOBS ACT

January 2018

IDEA OF THE WEEK

• EMPLOYERS WHO PROVIDE LEAVE MIGHT QUALIFY TO CLAIM VALUABLE TAX CREDIT

• BASIS IN COOPERATIVE

• UNITED STATES POSTAL SERVICE INFORMED DELIVERY

• ROTH 401(K)

• ONLINE TAX PAYMENTS

• UNCLAIMED FUNDS

• GIFT TAX EXCLUSION FOR EDUCATION OR MEDICAL PAYMENTS

• 65 DAY ELECTION FOR ESTATES AND COMPLEX TRUSTS

• YOUR RIGHTS TO YOUR FREE ANNUAL CREDIT REPORTS

• IRS FIRST TIME ABATEMENT (FTA)

• MEDICARE PART B

• WHAT TAX RECORDS TO KEEP AND FOR HOW LONG

Disclaimer: Because rules might have changed at the time of reading, please check with a partner at Perelson Weiner. Clients and others should not rely solely on this information when making decisions.