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Monthly Archives: March 2014

When Estate Planners Work with Business Valuators, Clients Benefit by Sharon Foote


Posted on March 27, 2014 by Scott Bouchner

Business owners who underrate the importance of formally valuing their businesses during estate planning are doing themselves and their beneficiaries a disservice. Rather, business owners should look to their estate planners to involve business valuators early on in the process to improve the effectiveness and efficiency of their estate plans. Oftentimes, the dollars at risk […]

Is Your Estate “Divorce-Proof”? by Sandi Perez


Posted on March 20, 2014 by Sandi Perez

Proper estate planning requires more than allocating money and other assets to beneficiaries in the event of one’s death. It also demands ongoing planning and thorough analysis of a series of “what-if” scenarios that address potential life events, such as marriage, divorce, childbirth and death, that can affect the way in which one’s wishes are […]

Berkowitz Pollack Brant Ranked on Accounting Today’s Top 100 List


Posted on March 14, 2014 by Richard Berkowitz

Berkowitz Pollack Brant Ranked on Accounting Today’s Top 100 List MIAMI, March 14, 2014 – Berkowitz Pollack Brant Advisors and Accountants, one of the largest firms in South Florida, was ranked by Accounting Today to the annual listing of top 100 firm in the United States based on revenue size. The firm has been included […]

Florida Businesses Should Prepare to Apply for the State‘s 2013 Research and Development Tax Credits by Karen Lake


Posted on March 13, 2014 by Karen Lake

Beginning on March 20, 2014, Florida businesses in specific target industries may begin applying for research and development tax credits against their 2013 corporate returns. The credit is equal to 10 percent of qualified R&D expenses that businesses located in the state incur to develop new products, secure new patents, and employ new methods, processes […]

IRS Issues Final Guidance for Medicare Tax Net Investment Income by Jack Winter


Posted on March 11, 2014 by Jack Winter

The IRS’s recent release of final instructions for the new 3.8 percent Medicare surtax on net investment income for individuals, estates and trusts, enables millions of high-income earning taxpayers and their preparers to begin filing returns with greater confidence. The tax, which became effective on Jan. 1, 2013, is equal to 3.8 percent of the […]

Is March the Last Month New Yorkers Can Make Tax-Free Gifts? by Jeff Mutnik


Posted on March 05, 2014 by Jeffrey Mutnik

New York residents and non-residents who have real or tangible property in the state face significant changes to New York Estate Tax laws, which may require prompt attention and action. New York Governor Andrew Cuomo recently submitted a budget proposal that aims to raise the state’s estate-tax exemption from $1 million to the federal level […]

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