Search Results

Tim Speiss, EisnerAmper Personal Wealth Tax Partner, was recently interviewed on Yahoo Finance TV sharing some of the biggest tax mistakes people make in retirement.

Now might be a good time for high net worth individuals and family offices to consider private placement life insurance (“PPLI”) as a way to hold alternative investments.

On March 11, President Biden signed into law the American Rescue Plan Act (“ARPA”). There are many provisions in this bill that are aimed at assisting taxpayers with reduced adjusted gross income levels, one of which provides a new exclusion of up to $10,200 of unemployment compensation for certain taxpayers.

Activities regarding Senate Republicans infrastructure proposal, the latest unemployment numbers, and President’s Biden’s thoughts on increasing the capital gains tax rate fueled a spate of equity market volatility.

A look at seven considerations when gifting real estate and closely held stock in relation to a client’s goals.

A surviving spouse may not have an understanding of the magnitude of the couple’s wealth and whether there are sufficient funds available to support his/her lifestyle; may be overwhelmed by the estate administration involved with the spouse’s estate; may be confused about certain trusts created under the spouse’s will – this blog takes a look at handling these issues and more.

A look at what a possible corporate tax increase might mean to New York, highlighted by an example from one of NYC’s key sectors.

A recap of a session focused on the question of when the time is right to build a family office – and what tools should you consider when doing so.

This article outlines how trusts that are not required to distribute all of their income currently and estates on a calendar year may make an election to treat distributions made through Saturday, March 6, 2021, as having been made during calendar year 2020.

Further information on the IRC Sec. 199A qualified business deduction and its viability as a tax planning tool.

Jerry Ravi, partner and practice leader of EisnerAmper’s Process, Risk and Technology Solutions, had the privilege of interviewing Kirsten on cybersecurity issues at EisnerAmper’s 10th Annual Private Wealth and Family Office Summit.

Wealthy individuals and families that are globally mobile should plan, seek the advice of subject matter experts; understand the nuances of not only the tax impact, but the reporting requirements while weighing the tax benefits against non-tax issue.

EisnerAmper’s 2018 Private Wealth and Family Office Summit focused on intergenerational issues and the succession of the family business to family members. Find more content stemming from EisnerAmper’s 2018 personal Wealth and Family Office Summit.

EisnerAmper’s Private Wealth & Family Office Summit titled “Blockchain and Cryptocurrency: Point/Counterpoint”, focused an investor’s point of view while highlighting the pros and cons of blockchain and cryptocurrency investments.

Starting in January 2018, we began talking to clients about adjusting the amount of federal tax amounts that were being withheld by their employers. Because of the changes that reduced 2018 individual tax deductions two noteworthy circumstances arose.

The close of 2018 most likely will remain unchanged from current economic circumstances, with 2019 forecasts already a focus for investors. It also remains to be seen how the Fed will act in light of these numbers.

Despite recent news reports about tariffs, trade wars and the plunging Dow, the Labor Department cited improvement in the U.S. economy, including a positive jobs report that showed an increase in GDP and a lowered inflation rate in January.

EisnerAmper Partner-in-Charge of the firm’s Personal Wealth Advisors Group Tim Speiss expounds on which groups of high net worth individuals were most impacted by the alternative minimum tax (AMT) and progressive members of Congress.

EisnerAmper’s Personal Wealth Advisors Group Tim Speiss made his debut on the BBC’s “Talking Business” with host Aaron Heslehurst, discussing GDP growth as a result of high levels of employment, the TCJA and people spending their tax refunds.

Stephanie Loomis-Price and Louis S. Harrison provided guidance to advisors in reading and commenting on valuation reports. The emphasis was on the defensibility of preparing transfer tax returns and privileges in hiring appraisers.