Tax Planning

Pros and Cons of Married Filing Separately
Tax Planning

Pros and Cons of Married Filing Separately

Damien Martin, CPA | January 7, 2024

You married your spouse for better or worse—not to file your taxes jointly. According to the most recent IRS statistics,…

Year-End Tax Planning for 2023
Tax Planning

Year-End Tax Planning for 2023

Maryann Reyes, CPA, PFS | November 4, 2023

Even though the deadline for filing 2023 income tax forms is months away, the time to consider certain tax-related matters…

Frequently Overlooked Tax Deductions for 2020
Tax Planning

Frequently Overlooked Tax Deductions for 2020

Barbara Weltman, Esq. | January 25, 2021

The new tax law contains a lot of changes to deductions. Here’s what you need to know.

How You Invest in Gold and Silver Will Affect Your Taxes
Tax Planning

How You Invest in Gold and Silver Will Affect Your Taxes

January 15, 2021

As gold and silver prices have soared, your tax bite can vary a lot depending on whether you invest in coins, ETFs or mining stocks. Here’s how to choose.

Smart Strategies for 2020 Year-End Tax Planning
Tax Planning

Smart Strategies for 2020 Year-End Tax Planning

Greg Rosica, CPA, CFP | January 4, 2021

Big developments ranging from the pandemic and recession to new retirement plan rules could affect your taxes for this year.

Choosing the Right Business Structure is Crucial for Taxes
The Pay-Less-Tax Man

Choosing the Right Business Structure is Crucial for Taxes

Edward Mendlowitz, CPA, ABV, PFS | February 3, 2020

Choosing the right structure for a business can have important tax implications.

Frequently Overlooked Tax Deductions for 2019
Tax Planning

Frequently Overlooked Tax Deductions for 2019

Barbara Weltman, Esq. | January 6, 2020

The new tax law contains a lot of changes to deductions. Here’s what you need to know.

Start 2020 With Some Shrewd Tax Moves
The Pay-Less-Tax Man

Start 2020 With Some Shrewd Tax Moves

Edward Mendlowitz, CPA, ABV, PFS | January 6, 2020

To plan your taxes in the most efficient way possible, begin early.

How to Go About Making Tax Elections
The Pay-Less-Tax Man

How to Go About Making Tax Elections

Edward Mendlowitz, CPA, ABV, PFS | December 9, 2019

It’s not always evident which tax “elections” you should make, but the choices can be vital.

Tax Planning and Management Under the New Law
The Pay-Less-Tax Man

Tax Planning and Management Under the New Law

Edward Mendlowitz, CPA, ABV, PFS | November 11, 2019

Nearly two years after the 2017 Tax Cuts and Jobs Act was signed into law, taxpayers are still getting used to the effects it has had. Here’s help.

There Are Still Tax Penalties for Getting Married
Tax Planning

There Are Still Tax Penalties for Getting Married

November 5, 2019

The 2017 federal tax law was supposed to defeat the marriage penalty, but that penalty is still around. Here’s what to watch out for when you marry.

Think About Tax Savings Before 2019 Ends
The Pay-Less-Tax Man

Think About Tax Savings Before 2019 Ends

Edward Mendlowitz, CPA, ABV, PFS | October 14, 2019

Don’t wait until April 15 approaches to figure out how to save money on your 2019 taxes.

Key Dates for Tax Compliance and Planning
The Pay-Less-Tax Man

Key Dates for Tax Compliance and Planning

Edward Mendlowitz, CPA, ABV, PFS | September 16, 2019

Navigating successfully through the federal tax-compliance and planning process requires attention to these deadlines and time periods.

What You Need to Know About Capital Gains Taxes
The Pay-Less-Tax Man

What You Need to Know About Capital Gains Taxes

Edward Mendlowitz, CPA, ABV, PFS | August 19, 2019

Understanding the best ways to minimize capital gains tax can get complicated. Here’s help.

Understanding the Complicated Tax Rules Regarding Children
The Pay-Less-Tax Man

Understanding the Complicated Tax Rules Regarding Children

Edward Mendlowitz, CPA, ABV, PFS | July 22, 2019

Tax rules regarding children often defy logic, but there are ways to lower the tax bite.