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Baratz & Associates Acquires Fellow New Jersey CPA Firm

CPA Practice

Consisting of more than 65 people, Baratz & Associates has developed a well-established reputation for providing accounting, auditing, business acquisition, health care consulting, litigation support, tax planning, and valuation services to clients.

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Decoding the Difference: Tax Planning vs. Advisory

CPA Practice

Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ? While we’ve used terms like tax planning and tax advisory interchangeably because they feel similar, they are quite different—like fall and winter. Proactivity Tax planning is proactive.

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State Income Tax Planning Considerations for a Liquidity Event

Withum

Make sure you are considering the type of income when implementing state income tax planning techniques. State Tax Rates States without personal income taxes allow taxpayers to significantly reduce their overall tax liability.

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Harvesting Tax Losses

Withum

Tax loss harvesting is an income tax planning strategy that involves selling investments at a loss with the intent to offset capital gain income. This strategy is beneficial to taxpayers who have large capital gain income and are seeking ways to lower their related income tax liability.

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PKF O’Connor Davies Picks Up Robert Philipson & Co.

CPA Practice

has regularly provided high-net-worth individuals and other private clients with comprehensive, individualized tax offerings. The firm’s senior staff and partners have extensive expertise in tax planning and preparation, IRS representation, international taxation, and estate and trust taxation.

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The Benefits of Delayed Business Filings

CPA Practice

States with tighter schedules include Illinois and New York (up to 60 days) and Virginia (up to 15 days). Administrative considerations: If administrative or logistical challenges could cause delays, planning for a later filing date may provide the necessary time to address and overcome these issues.

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Best States to Practice Dentistry In

DentalAccounting

New Jersey. New Hampshire. Clearly, the analysis from 24/7 did not take taxes into account as these are probably the highest tax states. Certified Tax Coaches know how to proactively save thousands of dollars that would otherwise be wasted on unnecessary taxes. Massachusetts. Connecticut. California.