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Schedule a 15 minute Phone Appointment with Cliff!

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Through December 15, 2019 –
we are offering a 3-step process
to see what tax planning can
do for you.


Most of the provisions of the massive Tax Cuts and Jobs Act (TCJA) went into effect in 2018. The TCJA provides for large tax deductions for owners of pass-through entities but eliminated or limited many prior tax deductions.

In our tax planning and tax preparation practice we have learned that few CPAs and tax advisors are actively working with their clients so that they can minimize their tax exposure and maximize tax efficiencies. Our clients are realizing tax savings by making stratgicand usually easily implemented business decisions that lower their overall tax exposure and often have additional business benefits.


We are offering a 15 minute review to see if our Year End Tax Planning services are right for you.

If we believe we can save you significant tax dollars or if we believe further analysis is warranted, we will recommend that you retain our firm, or another tax professional, for Tax Planning services.


Schedule a 15 minute Phone Appointment with Cliff!

Click Here


Prior to appointment with Cliff provide:

  • Your 2 most recent filed tax returns – include 1040s and any business returns separate from your individual returns if applicable
  • An outline of your existing pension/retirement plan(s)
  • Your projected P&L (for each business or rental property) to 12/31/2019
  • Your projected Balance Sheets to 12/31/2019 – if available
  • Estimated Capital expenditure for all of 2019
  • Estimated Employee wages for all of 2019
  • Estimated Officers wages for 2019
  • Your most recent pay stubs – from your company and any employer
  • Your most recent brokerage statements (capital gains, dividends, etc.)
  • Escrow documents for properties purchased & sold
  • Other known significant income (K-1, etc.)
  • Current year deductions (year-to-date)
  • Mortgage interest
  • Planned Charitable donations
  • Other known, significant, deductible expenses


Retain Moskowitz for Year End Tax

Be prepared for at least 2 strategy consultations (1 hour each) and tax plan implementation before December 15, 2019.


Our tax planning practice provides you with a year-to-date review to plan for income and deductions under the Tax Cuts and Jobs Act. This includes, but is not limited to:

  • Timing income and expenses, estimated payments and withholding review, employment taxes, additional Medicare tax, owner-employee considerations.
  • Executive Compensation: Restricted Stock, RSUs, NZDC, ISCOs and more. There has been increased scrutinization of executive compensation in IRS tax audits. At the same time, the TCJA provides tax deferral opportunities in certain circumstances.
  • Investing: Capital Gains Tax and Timing, Wash sale rules, Tax Loss Harvesting & Loss Carryovers, and the Net Investment Income Tax.
  • Real Estate: Residential home considerations, Rental Real Estate Activities, Aggregation of activities, Depreciation related tax breaks, business interest expense deductions, Tax Deferral Strategies: Installment Sales, Section 1031 exchanges, Opportunity Zone investments.
  • Business Ownership: Business Structuring considerations, section 199A deductions for pass-through usinesses, Retirement Savings, Business Loss Deductions, Exit Planning, Sales and Acquisitions.
  • Charitable Giving: Cash, Stock, and IRA deductions, Charitable Remainder Trusts, Charitable Lead Trusts.
  • Family and Education: Child credits, “kiddie tax”, IRA for teens, 529 Plans, Prepaid tuition v. savings plan, Education savings accounts.

There is no substitute for a tax plan that considers the specific facts and circumstances of YOU. To learn more about steps that you can take to prepare for the end of the tax year, please contact us today.

Contact Us Today!