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Tax Articles

By Jeff Peskin, CPA , Sobel & Co.
 Roth IRAs have become a popular way to prepare for retirement. One valuable piece of advice we give to our clients when they are making...
Ken Bagner, CPA, CGMA, MST
Member in Charge, Sobel & Co. Tax Practice
With Hurricanes Harvey, Irma and Maria leaving devastation in their wake, already acknowledged as some of the most powerful hurricanes to hit the...
Ken Bagner, CPA, CGMA, MST
Member in Charge, Sobel & Co. Tax Practice
You may have dreamt of all the wonderful things you would buy, all the terrific vacations you would take and all the gifts you would give to family...
Step 1 - The executor should get an employee identification number (EIN) for the Estate as soon as possible. This is done by submitting Form SS-4 to...
By: John Santucci, CPA
New regulations have been proposed under IRC Section 2704, which are intended to close an existing tax loophole that taxpayers have long used to...