Cryptocurrency: Understanding Taxable and Non-Taxable Events

The first major use of cryptocurrency was through a dark-web marketplace called Silk Road that allowed people to buy and sell illicit drugs anonymously with Bitcoin. The marketplace operated for less than three years - generating $1.2 billion in profits - before it was seized and shut down by the FBI in October of 2013.…

June 2022 Tax Newsletter

Q2 Quintessentials Dear Readers, Time sure does fly! We are well into 2022 and this month's newsletter gives you a short to-do list so you can keep on top of your tax situation while (hopefully) planning and enjoying some summertime fun. We also would like to have you give us your feedback about your experience…

#24 | Tax Planning and Preparation feat. Roger Knechtt

On today's episode; Steve sits down with Roger Knecht, President of Universal Accounting Center to discuss the ways in which both firms' distinction between tax planning and tax preparation helps their clients stay ahead of the game with proven strategies for your business! (more…)

#21 | Stock Options, Common Tax Mistakes and Secrets

In this Episode, Steve and Cliff discuss common tax issues with Stock Options. This discussion is aimed at the employee who receives stock options as part of their compensation. Discussion of Tax Strategies for ESOP, RSUs, and ISOs. 83b elections, tax timing and rules and common tax preparation mistakes. Listen to the full episode to…

#20 | Practical Tax feat. Kerry Lutz

Steve sits down with guest Kerry Lutz to talk all things finance. From how to pay the minimum amount legal taxes, to tax incentives that motivate Kerry, and even some hot predictions about inflation. You'll want to make sure to listen to every minute! Listen to the full episode to learn more! (more…)

Understanding Tax Accounting and the Importance of Year-Round Maintenance

Understanding Tax Accounting Every business needs an accounting department to log and maintain accurate records of purchases, inventory, sales, shipping, and attendant expenses. Accounting allows you not only to track growth and keep expenses in check—it allows you to evaluate the status of your business from multiple viewpoints at any moment. Often called “the language…

Watch our Webinar on the New Markets Tax Credit

Streamed: Tuesday April 5, 2022 Duration: 22 minutes Language: English     About This Webinar Learn more about how the new markets tax credit can help to alleviate to your tax burden all while contributing to community development.   Webinar Transcript Steve Moskowitz: Welcome, everyone. We're looking forward to presenting the new markets tax credit…

#18 | Tax Debt Resolution Strategies Pt. 2

Learn about options for dealing with tax debt and what happens when you can’t pay your taxes. This episode focuses on businesses with tax problems. This week Steve is joined by his long-time colleague Chris Housh. Chris chairs the firm’s tax resolution and business entity compliance practice groups and is the Vice President of the…

Watch our Webinar on Cryptocurrency Taxation 2022 Update

Streamed: Tuesday March 29, 2022 Duration: 13 minutes Language: English     About This Webinar Learn more about Cryptocurrency Taxation Initiatives for 2022 with this webinar from Moskowitz LLP   Webinar Transcript Steve Moskowitz: Welcome, everyone. Thanks for joining us in our cryptocurrency presentation. What a tremendous area crypto is. You have the opportunity to…