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Tag Archives: accountant

Safety vs. Probability: Planning For Retirement

As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgment based on facts, due diligence, historical patterns, and a … Continue reading

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Why provide your accountant with access to your online business accounts?

February 2020

When entrusting your financial well-being to your accountant(s), you may be asked to provide them with access to your bank accounts, credit cards, and other financial institutions. This request might cause you to pause for a moment to … Continue reading

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Trump Tax Law Makes Now the Perfect Time for the Roth Conversion Retirement Trick

April 2019

Converting a traditional IRA to a Roth IRA takes some fortitude and faith in the future numbers because this change can accelerate your tax bill. The current market and tax rate cuts from President Trump’s plan, however, are … Continue reading

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DSJ is Helping Nonprofits Focus on Their Mission

March 22, 2019
As Seen in Long Island Business News (LIBN)

 

Clearly, the engine that drives the goals of not-for-profits is their financial strength or fiscal fitness. The challenge for most organizations becomes, not only securing funds, but as … Continue reading

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Take Your Clients to Dinner

In a notice released on October 3, 2018, the IRS clarifies that taxpayers may continue to deduct 50% of food and beverage expenses associated with their trade or business.

The Tax Cuts and Jobs Act (TCJA) amended IRC Code Section … Continue reading

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Yay, More Take Home Pay! Wait, Possible Tax Penalties!

The new tax laws made by the Tax Cuts and Jobs Act, include significant shifts in the tax brackets of U.S. taxpayers. Due to these changes, the IRS has updated its income-tax withholding tables for 2018. While you may … Continue reading

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Estate Planning Essentials You Need to Revisit Due to the New Tax Law

Estate planning is never done. Just like a piece of real estate, it needs periodic maintenance and care to make sure it’s in good shape when you need it most. Provisions in the newly passed GOP tax plan mean it’s … Continue reading

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The Most Wonderful Time of the Year – Tax Planning Season

Now is the time to focus on year-end tax planning. Careful and strategic planning can help minimize your tax bill and maximize what you keep. Given the uncertainty and sweeping scope of proposed tax law changes, planning is both more … Continue reading

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The Trump Tax Reform Plan – What Is and What May Be

Major tax reform enactment is a rare event, with the last occurring back in 1986 under President Ronald Reagan. As a result, current discussions could pan out to be much ado about nothing; however, with the solid majorities that Trump … Continue reading

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Be Smart About Giving to Hurricane Victims

From Texas to Florida, a large swath of the United States was recently slammed with back-to-back hurricanes, leaving flooded streets, damaged buildings and wreckage all around. Huge economic costs will be associated with these hurricanes.

Economic Impact

AccuWeather President Joel … Continue reading

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