Blog

The Lost Years — Part 2: Business

{14 minutes to read}  This is the second of two newsletters, with a look-back on the “Lost Years.” The first newsletter was individual-focused, and in that article, I discussed topics such as primary home sales, retirement withdrawals, pandemic residency audits, and the necessity of a written will, among others — in case you missed it, […]

On This Independence Day, Do We Still Take Pride in the Red, White & Blue?

Greetings to You — Independence Day! Today, Americans across the nation celebrate another year of “freedom” from the Great Britain. With pride, last night I looked onto the red, white and blue city skyline while strolling the river in Brooklyn, yet as my thoughts deepened, I wonder if there was still some pride left in […]

At the Mid-Year Mark

{6 minutes to read} We had another wet holiday weekend on July 4th this year. Wet days like these bring back some good vibes from my homeland — the Caribbean. On the zinc top roofing — the raindrops dance to a different and sweeter rhythm. In spite of the wet days across the Tri-states, I […]

It’s All About Hope

{3 minutes to read}  Hope … Such a simple and yet powerful word. Wikipedia defines it like this: Hope is an optimistic state of mind that is based on an expectation of positive outcomes with respect to events and circumstances in one’s life or the world at large. As a verb, its definitions include: “to […]

All Pass-Through Entities: Tax Planning is Imperative This Year

The focus of this article is to highlight how the owners of pass-through entities are impacted under the new tax rules. Though the intent of the law is to simplify your tax reporting requirement, this has not yet been achieved for businesses with pass-through entity income. Before we get into the details, this year planning […]

Don’t Wait! Get the Tax Guidance You Need Before It Is Too Late!

{5 minutes to read}  We are already in the heat of summer; yet the atmosphere surrounding the unknown impact of the new tax law still creates a chilly feeling. While you may just want to wait to see, that is, be more reactive in nature, we don’t suggest you do that as the new tax […]