Private Client Services Blog

Blogs February 08, 2023 The Art of Artwork: selling, bestowing to loved ones or donating to charity

Three options for effectively including your art collection in your estate plan.

Blogs January 13, 2023 Preserving Net Operating Losses

Taxpayers who claim NOLs must prove they have a bases for the origination of the deduction by providing the supporting records and evidence.

Blogs January 12, 2023 Medicare and Travel

Coverage during travel depends on where you go and what type of Medicare plan you’ve chosen (Original Medicare Parts A and B/Medigap Supplemental Coverage) or (Medicare Advantage Plan), each with its pros and cons.

Blogs December 05, 2022 November 2022 Remarks from Fed Chair Powell

In his late-November report, Federal Reserve Chair Powell indicated that while it could scale back the pace of its interest rate hikes as soon as December, the fight against inflation is far from over.

Blogs November 28, 2022 Family Office Conference

A recap of our session at the 2022 Family Office Conference, featuring insights an discussion into key items of interest including a breadth of tax strategies including like-kind exchanges, QSBS, GRATs and SLATs, and pass-through entity treatment.

Blogs November 21, 2022 Can Your Family Office Navigate Tax Reform?

Family offices are increasingly focusing on tax optimization and deferral strategies as responses to inflation and rising interest rates.

Blogs October 03, 2022 MarketWatch’s “Best New Ideas in Money” Panel Features Tim Speiss

Timothy Speiss, Tax Partner in EisnerAmper’s Private Client Services Group (“PCS”), was a guest panelist at MarketWatch’s “Best New Ideas in Money Festival”

Blogs June 28, 2022 Are You Taking Advantage of the NJ Small Business Fund?

What NJ small businesses and nonprofits need to know about taking advantage of the New Jersey Economic Development Authority’s (“NJEDA’s”) Small Business Improvement Grant.

Blogs June 03, 2022 Final Say on Innocent Spouse Relief

A cautionary tax case study for practitioners tackling innocent spouse relief claims and the subjective nature and procedural process required by the court.