The Tax Lawyer Blog: Topical thinking from the lawyers at Moskowitz, LLP

Why a Tax Attorney’s Advice Is Important: Estate Planning, Gift Tax, Business Succession, and the Ability to Rely on Advice by Counsel

Posted on February 6, 2015February 18, 2019 by moskowitz Estate Planning & Taxation, Tax Planning & Compliance,

Case of the Week: Cavallaro A recently published tax court opinion provides us with a fascinating case involving a rags to riches story of a tightly-knit hardworking family and the creation, merger and eventual sale of two related family companies. It hit our radar because of the impermissible tax position...

Special Issue: 2014 Tax Planning Roundup

Posted on October 29, 2014October 12, 2020 by moskowitz Tax Planning & Compliance, Estate Planning & Taxation, Real Estate Law,

What's Inside Planning: Year-End Investment Tax Planning Year-End Charitable Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Estate Tax Planning Year-End Business Tax Planning Tax Calendar Dear Client, Colleague, or Tax Enthusiast, Having just finished the extended 2013 tax filing season, we are aware of the very...

Retirement Plans for Small Business Owners and Solo Practitioners

Posted on November 22, 2011February 19, 2019 by moskowitz Estate Planning & Taxation,

Small business owners are always looking for a way to save money; especially in this economy. Many small business owners are not aware of the tax incentives that certain retirement plans offer. This post will outline some of the cost-saving ways that can make a real difference to your bottom...

Retirement Plans – an Overview

Posted on November 8, 2011February 19, 2019 by moskowitz Estate Planning & Taxation,

Having a sound retirement strategy is an important component of good tax planning. There are many different types of retirement plans that can provide you or your employees with substantial annual tax benefits. This blog post outlines the various types of retirement plans and touches upon some of the tax...

What Everyone Should Know About Estate Planning

Posted on February 10, 2010June 11, 2018 by moskowitz Estate Planning & Taxation,

Many people think of estate planning as something only needed by a few wealthy individuals. As such, a good number of people simply believe they do not need an estate plan. This could be a costly mistake that may be passed on to the family members and loved ones of...

Do I Need to Worry About Gift Taxes?

Posted on January 1, 2009June 11, 2018 by moskowitz Estate Planning & Taxation, Tax Planning & Compliance,

Date Published Feb 2009 San Francisco Business Times In the countdown to April 15, many people rushing to prepare their individual income tax returns will overlook another important tax return that is due the same day. They will overlook the filing of a Form 709 which must be filed with...

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