Tax Planning Archives

Filing Your Taxes Oct. 15? Here's What You Need to Know

Donna Cuiffo, Chief Financial Officer and Senior Tax Partner at Clarfeld discusses tax filing extensions [...]

It may be time for clients to rethink their children's investments

In an effort to simplify tax law, the TCJA changed the rules around the "kiddie [...]

Beyond Your First Marriage A QTIP Can Protect Your Current Spouse And Your Children

Rob Clarfeld, founder of Clarfeld Financial Advisors highlights the value a QTIP can have for [...]

The Loss Of NY State Tax Deductions Is Making A Move To The Sunshine State More Attractive

All tax legislation has winners and losers. Even if one buys into the canard that [...]

Buying a second home? Don’t overlook key tax considerations

If you're considering buying a second home, there are a number of financial considerations, including [...]

You Can Deduct Pet-Related Expenses On Your Tax Return (Sometimes)

The recently signed Tax Cuts and Jobs Act brought many changes to the tax laws. [...]

Helping You Reduce Taxes Now While Preparing For The New Year Ahead

When it comes to tax planning and your investments, it can be difficult to know [...]

3 Simple Tax Tricks Just For Retirees

"Generally, retirement questions focus on 401(k)s and IRAs since that is a big taxable pool [...]

Can You Write Off Hurricane Damage?

Don’t miss the opportunity to claim a casualty loss when nature’s wrath strikes and you [...]

Amid Tax Cut Debate FAs Eye Red Flags

"As President Donald Trump moves into campaigning for tax cuts, advisors closely monitoring political developments [...]