- A review course on education tax credits
- Unclaimed property can be a business issue
- Watch out for special rules when making a Roth conversion
- Some business meals get a full deduction
- DB(k) retirement plans are new this year
- Pay yourself reasonable wages
- The kiddie tax: A basic review
- Follow IRA withdrawal rules
- Homebuyer tax credit extension
- Collectibles face special tax rules
- Rental property tax rules are complicated
- Payroll tax update
- Don't overlook the Roth five-year holding requirement
- Can you qualify for the small business health insurance credit?
- Military tax breaks are available
- Do you need to file an FBAR?
- Roth IRA conversion: Act now, pay later?
- Start your 2010 planning with your 2009 tax return
- Don't ignore employer penalty notices
- The HIRE Act offers tax breaks for hiring
- Direct deposit: Should you buy savings bonds?
- The Patient Protection and Affordable Care Act reforms health care
- Can you take a home office deduction?
- Deducting interest expense: What you need to know
- Did you receive Form 1099-C?
- Missing a W-2?
- Who has to file an income tax return?
- New law allows early deduction for Haiti relief donations
- The dependency exemption: What you need to know
- What's your status?
- Payroll - A 2010 employer update
- Review payroll reporting for 2009
- What to expect on your 2009 return
- Check these vehicle tax breaks for 2009
- Know the rules for backup withholding
- Tax issues come with gifting stock
- Hiring seasonal employees? What you need to know
- Don't get tripped up by a wash sale
- New law includes two important tax changes
- Two IRA tax breaks are scheduled to expire soon
- Take a tax deduction for worthless stock
- Withdrawals from your SIMPLE IRA may not be so simple
- Savings bonds can help pay for college
- Tax tips for first-time employers
- First-time homebuyer credit to expire November 30
- Closing your business has tax implications
- You need basis to deduct an S corporation loss
- Unemployed? Pay health premiums from your health savings account
- Some IRA terms you should know
- Employee or independent contractor? Don't misclassify workers
- Take a penalty-free IRA withdrawal for medical expenses
- Your business vehicle expenses are deductible
- Plan for the phase-out of tax breaks
- Your business could benefit from the extended net operating loss carryback
- When is income taxable, and when is it not
- IRS has a new procedure for correcting payroll returns
- Capture tax breaks when you refinance
- Prepare now for a possible disaster
- Tax law changes could affect your 529 plan
- Two reasons to review tax payments
- The COBRA credit: What employers must know
- Don't waste your tax refund
- A new vehicle could give you a new tax break
- Check out the "making work pay" credit
- Don't overlook a theft loss deduction
- Who owes self-employment tax?
- The Internal Revenue Service and Treasury Department Release Additional FBAR Guidance
- HIRE Act
- Health Care Updates
News
Salibello & Broder Presented Annual High Net Worth Tax Seminar on May 20, 2010
Salibello & Broder LLP
633 Third Avenue
New York, NY 10016
Contact: Paul Seach
Marketing Manager
(212) 404-5557
pseach@sb-cpa.com
Salibello & Broder Presented Annual High Net Worth Tax Seminar on May 20, 2010
NEW YORK (June 1, 2010) - In response to this year's shifting tax landscape, Salibello & Broder LLP (S&B) presented crucial tax planning strategies for high net worth individuals at the firm's sixth annual breakfast seminar, "Tax and Wealth Planning Challenges for High Net Worth Individuals in 2010," on Thursday, May 20 at The University Club.
The seminar focused on a number of headline-making topics. It commenced with planning strategies for the growing Alternative Minimum Tax and how more people are falling into the "AMT trap." Next, the "all in" cost of state and local income taxes were discussed as well as the rising cost of personal income taxes for the New York, New Jersey and Connecticut tri-state area. The seminar also addressed income tax increases recently enacted by Health Care Reform legislation and closed with tips on wealth transfer and charitable giving and the do's and don'ts of Roth IRA conversions in 2010.
"The seminar's purpose is to assist high net worth individuals develop a sound tax planning strategy in light of the many ongoing tax changes and tax uncertainties," said Ross Rizzo, CPA and Partner and Director of tax with S&B. "The seminar covers many tax awareness issues affecting high net worth individuals that arenot presented in an overly technical manner."
Speaking along with Ross Rizzo were Dan Zeman, CPA, Tax Partner, and Jim Wetzold, CPA, Senior Tax Manager.
"Everyone is talking about the one-year opportunity to maximize long term wealth accumulation by considering a Roth IRA conversion," said Dan. "We have helped many of our clients evaluate this opportunity."
"Heath care reform included numerous complicated tax provisions that will effectively increase taxes for many people. Tax planning for these new provisions should be considered before year-end," added Jim Wetzold.
The firm's next annual tax seminar, U.S. Tax Issues for U.S. Resident and Nonresident Aliens and U.S. Citizens Working Abroad, will be held on Thursday, November 18, 2010.
About the Firm
Founded in 1978, S&B has grown into a full-service accounting and professional services firm with offices in New York and Los Angeles.
S&B has become a middle-market leader due to its dedication to value-added year-round client service, its commitment to providing the highest quality service, and its investment in the ongoing training of its staff.
S&B provides a broad range of assurance, tax, computer consulting, and foreign and domestic accounting and administrative services to foreign-owned companies and foreign nationals in the United States.
Visit www.sb-cpa.com for a full list of services, information about the firm and to join our weekly tax tips list and to receive invitations to our upcoming events.
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