Hot Topics / Insights
Limitations on Family Discounts Possible this Fall

Scott Ditman, CPA/PFS and Marco Svagna, CPA 07.16.2015 | eVisor Family limited partnerships and limited liability companies continue to be popular estate planning vehicles due to the availability of significant […]

Real Estate

Cashing Out Residential Real Estate – To Condo or Not to Condo Meyer Mintz, CPA, J.D., LL.M., Berdon LLP, New York Real Estate Accountants

Tax Requirements for Household Help

Personal Wealth Services Group 07.09.2015 | eVisor Families who employ full-time household help often make inadvertent reporting mistakes that can become both costly and stressful when first discovered by state […]

IRS Caps FBAR Penalties

Saul Brenner, CPA, J.D., LL.M. 07.07.2015 | eVisor New IRS guidance1 places a cap on the maximum percentage of the penalty for failing to file a Foreign Bank and Financial […]

Patent Holders: Give Up Control before Royalty Income can be Treated as Capital Gains

Saul Brenner, CPA, J.D., LL.M. 07.07.2015 | eVisor Patent holders must give up control of a transferred patent to treat the royalty income as capital gains. The Tax Court recently […]

Transit Benefit Program Now Mandatory in NYC

Saul Brenner, CPA, J.D., LL.M. 10.27.2015 | eVisor New York City has passed an ordinance requiring that companies with 20 or more full-time employees who work in the City offer […]

Mitigating the 3.8% Tax on Net Investment Income

07.30.14 | 2-Minutes On The bite of the 3.8% tax continues to concern high net worth individuals. For more than 20 years, tax partner Jude Coard, CPA has advised on […]

Like-Kind Exchanges – Navigating Tenancy in Common Issues

01.16.14 | 2-Minutes On Tax partner Maury Golbert, CPA, J.D., LL.M. brings clarity to the complexities of pursuing a like-kind exchange that has tenancy in common interests. He advises on […]