High earners ages 50 and older who participate in 401(k) and 403(b) workplace retirement savings plans should note new changes to the treatment of catch-up contributions beginning in 2026. Effective Jan. 1, 2026, catch-up contributions made by individuals with wages at or exceeding $150,000 in 2025 must be made with after-tax dollars to Roth accounts. […]
Posted on April 02, 2026
by
Joanie Stein
Adoption provides prospective parents with the opportunity to experience the joys of raising children and providing them with loving and permanent homes. While the process can be costly, the One Big Beautiful Bill Act (OBBBA), enacted in 2025, expands existing tax credits, making it easier for families to offset some of those expenses and reduce […]
Posted on December 22, 2025
by
Richard Cabrera
One of the many investor-friendly provisions of the One Big Beautiful Bill Act (OBBBA) is the expansion of Internal Revenue Code Section 1202, which enables owners and early investors in domestic C corporations to permanently exclude capital gains from the sale or exchange of qualified small business stock (QSBS). The changes contained in the new […]
In this episode, Senior Manager of Tax Services Matt Ginsberg, CPA, explains the changes to specific research and experimental tax credits outlined in the OBBB.
Posted on November 11, 2025
by
Angie Adames
The IRS has extended various U.S. tax reporting and filing deadlines for businesses and individuals directly impacted by the Oct. 7, 2023, terrorist attacks on Israel and the ongoing war in the region. Qualifying taxpayers described below now have until Sept. 30, 2026, to file various federal returns, make tax payments and perform other time-sensitive, […]
Posted on October 02, 2025
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Hernando Gomez
In this episode Director of Valuations Hernando Gomez explains why a valuation may be useful for buyers and sellers of business, when to conduct one and how the process flows.
Posted on September 17, 2025
NEW YORK CITY, September 17, 2025 – Berkowitz Pollack Brant Advisors + CPAs has been named one of Crain’s New York Business’ “Best Places to Work in New York City” for 2025. The firm ranked No. six out of 81 companies honored this year, recognized for its blend of technical excellence and a people-first culture. […]
Posted on September 11, 2025
by
Joseph Leuchter
The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, brings significant tax benefits to domestic manufacturing companies. For example, the law restores taxpayers’ ability to fully write off domestic research and development (R&D) expenses in the year they are incurred. It also reinstates 100 percent special depreciation for a long list of new […]
Posted on August 25, 2025
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Maxwell Jewell
Taxpayers in high-income-tax states breathed a collective sigh of relief with the July 2025 passage of the One Big Beautiful Bill (OBBB), which provides a temporary increase to the cap on the state and local tax (SALT) deduction from $10,000 to $40,000 in 2025 through 2029, subject to income limitations. While the new law preserves […]
Posted on August 05, 2025
by
Luke Lucas
The Florida legislature has designated the entire month of August a sales-tax holiday on back-to-school supplies, while also extending this tax relief to residents on an annual basis. From August 1 through August 31, families can purchase the following school supplies in Florida without incurring state and local sales tax: Personal computers, laptops, tablets, e-readers […]
