Final QOZ Regs Provide Guidance to Taxpayers
By: Rachel Parsia, CPA and Nick Spoltore, Esq. It is that dreaded time of the year. The holidays are over.…
The Increasingly Difficult Funding Issues Behind Long-term Care and College Saving
Stressors abound in our increasingly hectic days. Two worrisome issues that seem to be front and center in our lives…
SECURE Act Included in Year-End Spending Package
After months of stalled progress in the Senate, Congress passed the Setting Every Community Up for Retirement Enhancement Act (“SECURE”…
SALT-y High-Tax States File Appeal
The Tax Cuts and Jobs Act of 2017 (“TCJA”) was the most comprehensive overhaul of the Tax Code in over…
Do Yourself and Your Clients a Favor – Attend Surgent’s Virtual Tax Conference 2019
It’s that time of year again. No, we’re not talking candy canes, presents under the tree, and the subsequent cherub…
Firm Spotlight: Fairman Group Family Office, Chesterbrook, PA
Our Firm Spotlight series aims to highlight exemplary accounting organizations across the country. This week we focus on The Fairman…
What Are the Top CPE Courses for CPAs in 2019?
CPAs know that staying updated on continuing professional education (CPE) credits is both essential for providing the best service to…
Firm Spotlight: GMS Surgent, Devon, PA
The installment of our Firm Spotlight series highlights GMS Surgent. This Philadelphia-area firm specializes in individual advisory services, profitability analysis…
401(k) Contribution and Catch-up Limits Rise for 2020
On November 6, 2019, the IRS announced in Notice 2019-59 the following cost-of-living adjustments for 2020: The contribution limit for…
Random Musings on the Wealth Tax
By Nick Spoltore What image comes to your mind when you think about Robin Hood? Is it the incredibly charismatic…