Tax Planning & Compliance Blog Posts from the Tax Firm, Moskowitz LLP

Financial Crisis – Legal Resources for COVID -19

Posted on March 25, 2020July 7, 2020 by Liz Prehn Posted in State & Local Taxation, Tax Planning & Compliance, Tax Services

Moskowitz LLP is a full-service law firm whose members have practiced in the San Francisco Bay Area for over 30 years. During this time, the health and safety of you, your loved ones, and the community are first and foremost. Given we work with financially distressed individuals and businesses as...

Estate Planning Benefits of Conservation Easements

Posted on March 13, 2020February 28, 2020 by Raquel Lazar-Paley Posted in Estate Planning & Taxation, Real Estate Law, Tax Planning & Compliance

Previous Posts in this Series Conservation Easements Income Tax Benefits of Donating Conservation Easements Sales and Like Kind Exchanges of Conservation Easements One of the biggest advantages of donating a conservation easement is that it can significantly reduce your estate tax burden and keep land in the family. Reducing estate...

Sales and Like Kind Exchanges of Conservation Easements

Posted on February 28, 2020March 26, 2020 by Raquel Lazar-Paley Posted in Real Estate Law, Tax Planning & Compliance

Previous Posts in this Series Conservation Easements Income Tax Benefits of Donating Conservation Easements In our previous posts on conservation easements, we discussed how a real property owner can donate a conservation easement to their land and retain rights to the rest of their property, all while reducing their tax...

Income Tax Benefits of Donating Conservation Easements

Posted on February 13, 2020January 24, 2020 by Raquel Lazar-Paley Posted in Real Estate Law, Tax Planning & Compliance

Previous Posts in this Series Conservation Easements An owner of a significant piece of land or a building can give up one or more of their rights in that property for conservation purposes, while still retaining the rest of their rights. Giving up a right in property (land or buildings)...

Conservation Easements

Posted on January 30, 2020January 24, 2020 by Raquel Lazar-Paley Posted in Real Estate Law, Tax Planning & Compliance

The protagonist of the film The Descendants is the trustee of a family trust that since the 1860s has owned a 25,000-acre parcel of pristine Hawai’ian land on Kauai Island. The land is the last remaining asset of a family legacy, the proceeds of which have been distributed – and...

International Information Returns

Posted on January 16, 2020February 28, 2020 by Raquel Lazar-Paley Posted in International Taxation, Tax Planning & Compliance

There are extraordinarily high tax penalties for the late filing of certain international information returns. If you have assets overseas, you most likely have at least one international information return reporting requirement. Don’t ignore these filings or you could lose a large portion of your investment to tax penalties. Do...

For a Limited Time Only, Moskowitz is Offering Year-End Tax Planning Services

Posted on November 26, 2019January 8, 2020 by moskowitz Posted in Estate Planning & Taxation, International Taxation, State & Local Taxation, Tax Planning & Compliance, Tax Services

Think the Trump Tax Cuts and Jobs Act of 2017 doesn’t matter to you? Your ignorance could be costing you lots of money. Schedule a meeting now to see if our year end planning services can reduce your 2019 tax bill. Schedule with Cliff Now Moskowitz attorneys and accountants have...

Discharging Tax Debt in Bankruptcy

Posted on October 10, 2019January 7, 2020 by Raquel Lazar-Paley Posted in Tax Planning & Compliance

Benjamin Franklin once said that nothing in this world is certain except death and taxes. If necessary, however, there is an escape from certain taxes. Despite the common misconception, some taxes can be discharged in bankruptcy. Under 11 U.S. Code 505, bankruptcy courts have jurisdiction to decide tax disputes, including...

Moskowitz LLP Offers Three Free Tax Seminars This October in the San Francisco Area

Posted on September 26, 2019January 8, 2020 by moskowitz Posted in Business Law, Estate Planning & Taxation, Real Estate Law, State & Local Taxation, Tax Planning & Compliance, Tax Services

Moskowitz LLP is going to be hosting three free seminars this October! Participants will learn vital tax lessons from the Moskowitz team, drawing from their 30 years of experience helping domestic and international clients with tax challenges. You will learn: How to pay tax on only 80% of your profit,...

Captive Insurance Companies, Part IV: Crackdown on Captive Insurance Abuses

Posted on September 24, 2019January 7, 2020 by Raquel Lazar-Paley Posted in Business Law, Estate Planning & Taxation, International Taxation, Tax Planning & Compliance

Previous Posts in this Series Part I: What is a Captive Insurance Company? Part II: Types of Captives Part III: Benefits and Risks A captive insurance company manages its parent company’s business risks while providing it with substantial benefits. However, abuse of the tax benefits of captives – particularly small...

Category: Tax Planning & Compliance

How can we help you today?