Personal Wealth Advisors Blog

Blogs August 16, 2019 EisnerAmper Hosts NYSSCPA Family Office Committee

Talking points for family office professionals including cybersecurity, personal security, the global market and the tax impact of cross-border mobility for wealthy families situated outside the United States.

Blogs August 07, 2019 STEP Israel

A look at various estate tax issues for U.S. and Israeli decedents holding U.S. property.

Blogs August 01, 2019 Feds Cut Interest Rate; First Time This Decade

The Federal Reserve cut interest rates by a quarter percentage point. The Fed also announced that it would end the runoff of its $3.8 trillion asset portfolio two months earlier than previously planned.

Blogs August 01, 2019 Attention Crypto Investors: Did You Get an IRS Warning Letter?

If you have a position in cryptocurrency, “better safe than sorry” is the mantra. Be sure you speak with your tax advisor regarding any cryptocurrency transactions you have undertaken.

Blogs July 03, 2019 Trust Taxation in Kaestner Struck Down by U.S. Supreme Court

On June 21, 2019, the U.S. Supreme Court, in North Carolina Dept. of Revenue v. Kimberly Rice Kaestner 1992 Family Trust, held that North Carolina’s statute imposing income tax on a trust solely because the beneficiaries were North Carolina residents…

Blogs June 28, 2019 Selected Taxation Case Studies of 2019 NBA Free Agent and Rookie Signings

EisnerAmper has calculated the tax consequences of Zion Williamson being a member of the New Orleans Pelicans; Kevin Durant signing with the Golden State Warriors, New York Knicks and Brooklyn Nets; and Kawhi Leonard signing with the Toronto Raptors,…

Blogs June 25, 2019 Understanding Rule 10b5-1

Established by the Securities and Exchange Commission (“SEC”), Rule 10b5-1 allows insiders of publicly traded corporations to create a trading plan for selling stocks that they own.

Blogs May 22, 2019 The Sport of Kings to Benefit from the Federal Tax Cuts and Jobs Act of 2017

The Tax Cuts and Jobs Act of 2017 is likely to encourage many people in the horse racing industry to work independently. Learn more about the 20% qualified business income deduction (QBI), bonus depreciation and the IRC Sec 179 deduction.

Blogs April 12, 2019 The 2019 Tax Season by the Numbers

The 2017 Tax Cuts and Jobs Act (“TCJA”) offers an excellent opportunity to examine the impact on U.S. tax filings and compare the related tax revenues generated and refunds paid for the tax years 2018 and 2017.