Author Edward Mendlowitz

Edward Mendlowitz

Edward Mendlowitz, CPA, ABV, PFS, is a partner at WithumSmith+Brown, PC, an audit, tax and advisory firm, and has over 40 years of public accounting experience. He is a licensed certified public accountant in the states of New Jersey and New York and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation (ABV) and as a personal financial specialist (PFS). Ed is also admitted to practice and has tried cases before the United States Tax Court, has testified before the House Ways and Means Committee on tax reform, reduction and fairness, and was an MBA instructor for 11 years. The author of 25 books, Ed has also written hundreds of articles for business and professional journals and newsletters, including, is a frequent speaker to many professional and business groups and is on Panel of Experts of the Bottom Line Personal newsletter.


Trust taxation rules are complicated, but this rundown of the most popular trust types and their tax status will give you a good basic understanding.

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