Webinar: The Role of Estate and Gift Tax in Financial Planning
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
2w ago
On March 18, 2024, 12pm ET, Warren Bergstein, CPA, AEP® will present this myCPE Webinar. Register here ..read more
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The Small Business Development Center at CSI Presents its Annual Federal & State Tax Forum for 2024
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
2M ago
Learn about how the Corporate Transparency Act will impact you & your small business and get tips on how to survive the changes. There will be an opportunity to speak to the experts, Warren M. Bergstein, CPA, AEP and Jack Gold, CPA. Partners in the Accounting Firm of Adelman, Katz & Mond LLP Thursday, January 11, 2024 @ 10:00am via Zoom Registration Required This 12th annual seminar will cover tax preparation and planning for both individuals and small business owners. There have been many changes at both the federal and state level. This informative session will cover those chang ..read more
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Alert: Corporate Transparency Act Requires Action from Most Businesses
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
3M ago
In 2021 Congress passed The Corporate Transparency Act (“CTA”) to identify bad actors and fight various illegal activities, including laundering money and providing funding for terrorists.  CTA specified that various business entities would need to file information with the Financial Crimes Enforcement Network (FinCEN) identifying their primary owners.  The final regulations were recently issued and encompass more businesses than previously anticipated. Who Is Affected CTA filing requirements impact most business entities, including domestic and foreign privately held entities that a ..read more
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Important Updates for Taxpayers with Foreign Investments
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
6M ago
U.S. taxpayers who have foreign accounts that have aggregated more than $10,000 in 2022 and/or 2023 are required to file a report of Foreign Bank and Financial Accounts (FBAR). The IRS has issued new guidance for these forms and is in the process of implementing additional reporting requirements for those with foreign holdings. In summary, the implemented and anticipated changes include: Automatic extension of FBAR filing deadline to October 15, 2023, with no taxpayer action required. Reduced penalty for FBAR non-compliance, due to a February 2023 ruling by the US Supreme Court (Bittner v. Un ..read more
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The Help You Need, When You Need It
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
6M ago
Owners of closely-held businesses rely on their AKM CPA teams to help with tax planning and compliance. But did you know that there’s a lot more we can do for you? Read more ..read more
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AKM 2022-2023 Tax Guide Now Available
AKMCPA | AKM CPA | Tax Planning
by Lynn Amos
1y ago
Tax planning is a critical challenge for higher-income taxpayers This year’s tax provides a great deal of useful information to help with your tax and financial planning – particularly if you are a higher-income taxpayer or business owner. As usual, the tax guide was prepared by a trusted third-party provider and is intended to offer food for thought.  If something piques your interest or raises a question, your AKM CPA can help you evaluate your own circumstances and consider your best strategic options. AKM Tax Guide 2022-2023 Contents of the 2022-2023 Tax Guide Income and deduction pla ..read more
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Warren M. Bergstein Spoke on 2022/2023 Federal Tax Update for Individuals and Small Business Owners
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
1y ago
On Thursday, December 8, 2022, AKM Partner Warren M. Bergstein CPA, AEP©, LA, LB, spoke on 2022/2023 Federal Tax Update for Individuals and Small Business Owners. Check out his presentation ..read more
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Warren M. Bergstein Spoke on Income Tax Planning for Financial Planners
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
1y ago
On Monday, November 21, 2022, AKM Partner Warren M. Bergstein CPA, AEP©, LA, LB, spoke on income tax planning for financial planners. Check out his presentation ..read more
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Michael Grossman Is a Guest on WealthActually Podcast
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
1y ago
Curious about the generation skipping transfer tax and how it might affect your tax and estate planning?  AKM tax manager and fiduciary specialist Michael Grossman discussed GST and other issues with author Frazer Rice on the WealthActually podcast on November 23, 2022 ..read more
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Holidays Are the Best Time to Think About Your Family and Its Future
AKMCPA | AKM CPA | Tax Planning
by AKMCPA Team
1y ago
Securing your family’s financial future requires careful consideration, meticulous planning and some deep conversations.  Some people are reluctant to take these steps for a variety of reasons.  Others go through the process but don’t follow through with critical steps or revisit their plans as circumstances change. The fact is that you and your family can only benefit from creating or updating your plan before the future catches up with you. Consider these five questions: Do you own real estate in multiple US states? Have you set up a trust that still needs to be funded? Since you ..read more
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