About Topel Forman

ALERTS AND ARTICLES

Stay up to date with the most recent industry news and what’s happening at Topel Forman

Today’s Estate Planning Topic (January 16, 2019)

Today’s Estate Planning Topic (January 16, 2019)

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan.
Today’s Fraud Topic (January 14, 2019)

Today’s Fraud Topic (January 14, 2019)

Business owners engaged in fraudulent activities often try to manipulate their companies’ financial statements. Fortunately for fraud experts, business owners’ tax returns aren’t as easy to misrepresent. Here’s how experts use them to locate hidden assets and income.
Today’s Estate Planning Topic (January 11, 2019)

Today’s Estate Planning Topic (January 11, 2019)

If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he or she should have at this stage of life. Let’s take a closer look at four such documents:
Today’s Accounting and Audit Topic (January 4, 2019)

Today’s Accounting and Audit Topic (January 4, 2019)

Attention, internal auditors: Let’s make a New Year’s resolution to work together more effectively in 2019.
Highlights of the Tax Cuts and Jobs Act

Highlights of the Tax Cuts and Jobs Act

Prepaying property taxes has been a popular year-end tax-planning strategy. But does it still make sense? For many, particularly those in high-tax states, it doesn’t. The TCJA made two changes that affect this strategy: 1) nearly doubling the standard deduction, so fewer taxpayers will itemize, and 2) putting a $10,000 cap on state and local tax deductions. If you no longer itemize or you’ve already used up your $10,000 limit (on income or sales taxes or on previous property tax installments), prepaying property tax will provide no benefit.

Today’s Estate Planning Topic (December 13, 2018)

] How incomplete nongrantor trusts can help avoid state income taxes With the federal gift and estate tax ...

Today’s Estate Planning Topic (December 7, 2018)

] Consider an intrafamily loan to cover estate taxes Sometimes estates that are large enough for estate taxes to ...

Today’s Small Business Tax Topic (August 21, 2018)

]Choosing the right accounting method for tax purposes The Tax Cuts and Jobs Act (TCJA) liberalized the ...

Today’s Accounting and Audit Topic (August 16, 2018)

]It’s important to monitor your SEC filing status As public companies grow, they may move from one filing ...

Today’s Estate Planning Topic (August 15, 2018)

]Protect your peace of mind with a trust protector Irrevocable trusts can allow for the smooth, tax-advantaged ...

Today’s Accounting and Audit Topic (August 14, 2018)

]Auditing the use of estimates and specialists Complex accounting estimates — such as allowances for doubtful ...

Today’s Estate Planning Topic (August 13, 2018)

]Provide for family members with special needs using an SNT If you have a child or other family member with a ...
No results found.
Today’s Estate Planning Topic (January 16, 2019)

Today’s Estate Planning Topic (January 16, 2019)

An annual estate plan checkup is critical to the health of your estate plan. Because various exclusion, exemption and deduction amounts are adjusted for inflation, they can change from year to year, impacting your plan.
Today’s Fraud Topic (January 14, 2019)

Today’s Fraud Topic (January 14, 2019)

Business owners engaged in fraudulent activities often try to manipulate their companies’ financial statements. Fortunately for fraud experts, business owners’ tax returns aren’t as easy to misrepresent. Here’s how experts use them to locate hidden assets and income.
Today’s Estate Planning Topic (January 11, 2019)

Today’s Estate Planning Topic (January 11, 2019)

If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he or she should have at this stage of life. Let’s take a closer look at four such documents:
Today’s Accounting and Audit Topic (January 4, 2019)

Today’s Accounting and Audit Topic (January 4, 2019)

Attention, internal auditors: Let’s make a New Year’s resolution to work together more effectively in 2019.
Highlights of the Tax Cuts and Jobs Act

Highlights of the Tax Cuts and Jobs Act

Prepaying property taxes has been a popular year-end tax-planning strategy. But does it still make sense? For many, particularly those in high-tax states, it doesn’t. The TCJA made two changes that affect this strategy: 1) nearly doubling the standard deduction, so fewer taxpayers will itemize, and 2) putting a $10,000 cap on state and local tax deductions. If you no longer itemize or you’ve already used up your $10,000 limit (on income or sales taxes or on previous property tax installments), prepaying property tax will provide no benefit.

Today’s Estate Planning Topic (December 13, 2018)

] How incomplete nongrantor trusts can help avoid state income taxes With the federal gift and estate tax ...

Today’s Estate Planning Topic (December 7, 2018)

] Consider an intrafamily loan to cover estate taxes Sometimes estates that are large enough for estate taxes to ...

Today’s Small Business Tax Topic (August 21, 2018)

]Choosing the right accounting method for tax purposes The Tax Cuts and Jobs Act (TCJA) liberalized the ...

Today’s Accounting and Audit Topic (August 16, 2018)

]It’s important to monitor your SEC filing status As public companies grow, they may move from one filing ...

Today’s Estate Planning Topic (August 15, 2018)

]Protect your peace of mind with a trust protector Irrevocable trusts can allow for the smooth, tax-advantaged ...

Today’s Accounting and Audit Topic (August 14, 2018)

]Auditing the use of estimates and specialists Complex accounting estimates — such as allowances for doubtful ...

Today’s Estate Planning Topic (August 13, 2018)

]Provide for family members with special needs using an SNT If you have a child or other family member with a ...
No results found.

Subscribe

Stay in the know. Sign up to get our monthly newsletter for insights, updates, and helpful resources.

  • Should be Empty: