TAX

The Effect of Tax Law Changes on Financial Planning
 

The Effect of Tax Law Changes on Financial Planning

Posted: August 2, 2018
Taking advantage of tax efficiency can make a significant difference in your clients’ personal lifestyles during retire­ment. It is most often the clients’ biggest expenditure, so it is important to help them reach their goals by following the new strategies available.


New Jersey Tax Law Changes for 2018
 

New Jersey Tax Law Changes for 2018

Posted: December 19, 2017
Retirees and other New Jersey residents will face a variety of tax changes in 2018 as part of the provisions in the Transportation Trust Fund and tax relief bill of 2016. Read to find out more specifics related to veterans and sales and use, retirement income and estate taxes.

Protecting Your Legacy
 

Protecting Your Legacy

Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.

10 Strategies to Minimize Your Client
 

10 Strategies to Minimize Your Client's Taxes

Posted: September 25, 2017
Tax professionals are always looking for ways to help clients save money on their taxes. The following article lists 10 tax planning strategies to consider that may not be top-of-mind.

Transportation Trust Fund Addressed Through Tax Changes
 

Transportation Trust Fund Addressed Through Tax Changes

Posted: September 12, 2017
Last fall, the New Jersey legislature passed and Gov. Chris Christie signed into law a bill that funded New Jersey’s tapped-out Transportation Trust Fund (TTF). It combined a hike in the state's gas tax and a reduction in various taxes. Read to see more of its impact.

Planning Opportunities for the Final Tax Return
 

Planning Opportunities for the Final Tax Return

Posted: July 5, 2017
Careful planning can avoid the loss of a number of tax attributes when a taxpayer dies, including passive activity losses, net operating losses, and charitable contributions, which should be used on the taxpayer's final income tax return. Find out the tax treatment of these and other items.


Estate Tax Cuts Already Changing CPAs
 

Estate Tax Cuts Already Changing CPAs' Advice to Flee NJ

Posted: November 14, 2016
Three-quarters of CPAs in New Jersey have advised clients to leave the state because of the estate and inheritance taxes. That tax is ending – and so is the advice, even before the law is off the books.