Edward Mendlowitz, CPA, ABV, PFS

Edward Mendlowitz, CPA, ABV, PFS, is a partner at WithumSmith+Brown, PC, an audit, tax and advisory firm, and has over 40 years of public accounting experience. He is a licensed certified public accountant in the states of New Jersey and New York and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation (ABV) and as a personal financial specialist (PFS). Ed is also admitted to practice and has tried cases before the United States Tax Court, has testified before the House Ways and Means Committee on tax reform, reduction and fairness, and was an MBA instructor for 11 years. The author of 29 books, Ed has also written hundreds of articles for business and professional journals and newsletters, including AccountingToday.com, is a frequent speaker to many professional and business groups and is on Panel of Experts of the Bottom Line Personal newsletter.

Lessons From US Tax Court
Taxes

Lessons From US Tax Court

April 3, 2023

Taxpayers beware! Much of the $80 billion in new funding for the Internal Revenue Service will be used to scrutinize…

Taxpayer Victories and Defeats
Taxes

Taxpayer Victories and Defeats

Edward Mendlowitz, CPA, ABV, PFS | March 16, 2022

The IRS is always challenging taxpayers on matters ranging from business expenses to legal settlements to unusual assets. Thousands of…

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns
The Pay-Less-Tax Man

Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns

Edward Mendlowitz, CPA, ABV, PFS | April 1, 2019

Here are issues to be aware of when filing a tax return past the due date or amending a return.

Avoid These Red Flags That Can Cause Audits
The Pay-Less-Tax Man

Avoid These Red Flags That Can Cause Audits

Edward Mendlowitz, CPA, ABV, PFS | March 4, 2019

There are various ways to deal with red flags to avoid an IRA audit. Here are 15 key ways.

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss
The Pay-Less-Tax Man

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss

Edward Mendlowitz, CPA, ABV, PFS | December 10, 2018

Here’s how long you need to keep different kinds of financial records ranging from tax documents to investment records, insurance policies and others.

How to Give to Charity from Your IRA (And Avoid Taxes)
The Pay-Less-Tax Man

How to Give to Charity from Your IRA (And Avoid Taxes)

Edward Mendlowitz, CPA, ABV, PFS | August 20, 2018

You might be able to make non-taxable gifts to charity directly from your IRA—and get additional tax benefits at the same time. Here’s how.

Business Travel Loopholes
Business

Business Travel Loopholes

Edward Mendlowitz, CPA, ABV, PFS | September 6, 2012

Business travelers who plan carefully can trim the costs of their trips. Generally, "ordinary and necessary" business expenses are deductible…