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In the News

One Big Beautiful Bill Act Beautiful for M&A Deal Accounting
Taxes Will Make The Great Wealth Transfer Tricky
In the News
May 25, 2022
Taxes Will Make The Great Wealth Transfer Tricky
  • David Levi, Financial Advisor
May 25, 2022
Taxes Will Make The Great Wealth Transfer Tricky
    Crypto downturn is “a wake up call” for investors, says CEO: How to reassess your portfolio
    In the News
    May 20, 2022
    Crypto downturn is “a wake up call” for investors, says CEO: How to reassess your portfolio
    • Features Bill Smith
    • CNBC Grow
    May 20, 2022
    Crypto downturn is “a wake up call” for investors, says CEO: How to reassess your portfolio
      IRS sitting on your tax refund? There’s a bright spot.
      In the News
      May 16, 2022
      IRS sitting on your tax refund? There’s a bright spot.
      • Features Bill Smith
      • CBSNews.com
      May 16, 2022
      IRS sitting on your tax refund? There’s a bright spot.
        The Revival Of NYC’s Real Estate Industry
        In the News
        May 13, 2022
        The Revival Of NYC’s Real Estate Industry
        • Michael Siino, NYREJ
        May 13, 2022
        The Revival Of NYC’s Real Estate Industry
          Rationalization and Concealment
          In the News
          May 13, 2022
          Rationalization and Concealment
          • Eric Kreuter, Scott M. Brenner, and Andre Castillo​, Quick Read
          May 13, 2022
          Rationalization and Concealment
            How To Plan For Wealthy Clients Who Are Waiting For Inheritances
            In the News
            May 09, 2022
            How To Plan For Wealthy Clients Who Are Waiting For Inheritances
            • David Levi, Financial Advisor
            May 09, 2022
            How To Plan For Wealthy Clients Who Are Waiting For Inheritances
              Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.
              In the News
              May 09, 2022
              Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.
              • Features Bill Smith
              • Baron’s
              May 09, 2022
              Now’s a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips.
                The Long Read: Catching Up With Crypto
                In the News
                May 06, 2022
                The Long Read: Catching Up With Crypto
                • Julio Jimenez
                • Reuters
                May 06, 2022
                The Long Read: Catching Up With Crypto
                  Back to the Office?
                  In the News
                  May 03, 2022
                  Back to the Office?
                  • Stan Milovancev, WealthManagement.com
                  May 03, 2022
                  Back to the Office?
                    How Clients Can Prepare For – And Avoid – The Dreaded IRS Audit
                    In the News
                    April 19, 2022
                    How Clients Can Prepare For – And Avoid – The Dreaded IRS Audit
                    • Laura LaForgia, Financial Advisor
                    April 19, 2022
                    How Clients Can Prepare For – And Avoid – The Dreaded IRS Audit
                      I had to file a tax extension this year: Here’s what I learned about how to do it
                      In the News
                      April 15, 2022
                      I had to file a tax extension this year: Here’s what I learned about how to do it
                      • Michael Corrente, CNBC Grow
                      April 15, 2022
                      I had to file a tax extension this year: Here’s what I learned about how to do it
                        Understanding Federal vs State vs Local Taxes
                        In the News
                        April 12, 2022
                        Understanding Federal vs State vs Local Taxes
                        • Michael Corrente – U.S. News & World Report…
                        April 12, 2022
                        Understanding Federal vs State vs Local Taxes
                          Which Classic Tax Strategies Are At Risk In A Democratic Congress?
                          In the News
                          April 06, 2022
                          Which Classic Tax Strategies Are At Risk In A Democratic Congress?
                          • Features Bill Smith
                          • Forbes
                          April 06, 2022
                          Which Classic Tax Strategies Are At Risk In A Democratic Congress?
                            Changes Become Permanent In Brave New NPO World
                            In the News
                            March 29, 2022
                            Changes Become Permanent In Brave New NPO World
                            • Hope Goldstein, The Nonprofit Times
                            March 29, 2022
                            Changes Become Permanent In Brave New NPO World
                              Bitcoin, Foreign Income Top List Of IRS Audit Triggers
                              In the News
                              March 28, 2022
                              Bitcoin, Foreign Income Top List Of IRS Audit Triggers
                              • Laura LaForgia, Financial Advisor
                              March 28, 2022
                              Bitcoin, Foreign Income Top List Of IRS Audit Triggers