Episode 24: Tax Planning and Preparation ft. Roger Knecht

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…)

Episode 23: Corporate Formalities Pt. 2

In this Episode, Steve and Chris continue their talk on corporate formalities and why they are important. They discuss the importance of board meetings, piercing the corporate veil, and shareholder basis record keeping. Listen to the full episode to learn more! (more…)

Episode 22: Corporate Formalities & Annual Meetings

In this Episode, Steve and tax attorney Chris Housh come together to discuss how Moskowitz LLP can help businesses with Corporate Formation and Formalites by creating an annual plan and meeting throughout the year to stay ahead of the game. An annual plan with Moskowitz LLP is talior-made to help...

Episode 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...

Episode 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...

Episode 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...

Episode 17: Tax Debt Resolution Strategies Pt. 1

Learn about options for dealing with tax debt and what happens when you can’t pay your taxes. This episode focuses on individuals 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...

Episode 16: Cryptocurrency and Taxation

Steve Moskowitz and managing attorney, Cliff Capdevielle discuss Cryptocurrency and U.S. Taxation as of Spring 2022. Discussion of taxable events, reporting requirements and federal policy updates. Listen to the full episode to learn more! (more…)

Episode 15: Profit Optimization

In this week's episode of the Practical Tax Podcast, Steve and Cliff discuss how business owners can optimize their yearly profits by implementing Moskowitz LLP's year-round tax planning strategies. Learn how you as a taxpayer can avoid 'March Madness' and no, we don't mean the basketball tournament. Listen to the...