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State Income Tax Planning Considerations for a Liquidity Event

Withum

The choice of where to establish one’s residency prior to a liquidity event can have far-reaching implications regarding income taxes and personal financial goals. Make sure you are considering the type of income when implementing state income tax planning techniques.

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Professionals on the Move – August 2023

CPA Practice

Morris has over 10 years of public accounting experience in various areas of tax compliance and consulting. He is experienced in working with the management of closely held businesses in implementing tax-planning strategies, as well as providing private equity and capital groups with tax forecast, advisory and compliance-related services.

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Professionals on the Move – Jan. 2024

CPA Practice

He earned a BBA, Accounting, and MS, Accountancy, from the University of Notre Dame, is a licensed CPA in Connecticut, and has experience with Oracle and Hyperion. Jeff will work alongside the professional team at LGA to provide a more holistic service offering to their individual tax planning and compliance clients.

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NYU School of Professional Studies Presents 42nd Annual Institute on State and Local Taxation on December 11-12 in NYC

CPA Practice

In light of the developments associated with efforts to the increasing digitalization of our economy – which has profound effects on sales taxability, income tax sourcing, and the application of Public Law 86-272, the panel covers the inconsistent interpretations of tangible person Property. What do you know and need to know?

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Top tax season client questions

ThomsonReuters

The earned income tax credit (EITC) is determined based on a taxpayer’s earned income from wages and other sources. The earned income tax credit (EITC) is determined based on a taxpayer’s earned income from wages and other sources. How is the EITC changing?

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Democrats’ Latest Child Tax Credit Plan Pushes Bonus for Babies

CPA Practice

There was also an option to take some or all of the credit as a lump sum when filing annual tax returns. Rosa DeLauro of Connecticut, Suzan DelBene of Washington and others would increase the size of the credit in the month a baby is born to $2,000. who held a hearing last week on family and household tax benefits.

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