This checklist is really helpful for navigating a recession or market correction. It includes strategies that are especially useful when market valuations are low, like Roth conversions and gifting strategies. Plus, it offers ways to handle tighter cash flow. By focusing on these strategies, you can steer the conversation away from concerns about the future and towards opportunities to make the most of the current market conditions.
Author Archives: Ken Rogers
Making the Most of Your Workspace: A Guide to the Home Office Deduction
Making the Most of Your Workspace: A Guide to the Home Office Deduction
Clean Energy Tax Credits
We are already getting a lot of questions about the various energy related tax credits. Below you will find a summary to help you complete your tax portals this year.
Demystifying the R&D Tax Credit
There have been many updates to the Research and Development (R&D) tax credit. And with that comes more internet articles, more R&D Tax Credit marketing and more just plain wrong Tic-Toc-Tax advice. Our clients are not immune to this noise, so we put together this R&D tax credit post to provide the real information.
Virtual Currency and Taxes can be Taxing
A guide to help our clients understand the tax treatment of virtual currency.
NYS and NYC wants to make sure you really moved before they let you stop paying taxes
In the last few years, we have had clients think they moved out of NYS or NYC and want to obtain the related tax savings. But the cost, time and effort of the audit was not pleasant.
Tax planning when inheriting your childhood home
We have few clients who have inherited their childhood home. And in some of these cases, a large tax bill as well.
What To Consider When Starting A Business in New York
When starting a business, it is important to ask the right questions up front and to identify issues that are likely to arise.
Why your growing business in New York needs the expertise of an accountant
As your company progresses and expands, relying solely on accounting software might not suffice.
Tax Free Income with a Backdoor ROTH IRA
The Roth IRA is a way to earn tax-free income. Using Roth IRA accounts allows you to withdraw your investment gains completely tax-free in retirement.