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 AccountingToday.com, is a frequent speaker to many professional and business groups and is on Panel of Experts of the Bottom Line Personal newsletter.

The Pay-Less-Tax Man

Tax Planning and Management Under the New Law

Nearly two years after the 2017 Tax Cuts and Jobs Act was signed into law, taxpayers are still getting used to the effects it has had. Here’s help.

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Think About Tax Savings Before 2019 Ends

Don’t wait until April 15 approaches to figure out how to save money on your 2019 taxes.

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Key Dates for Tax Compliance and Planning

Navigating successfully through the federal tax-compliance and planning process requires attention to these deadlines and time periods.

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What You Need to Know About Capital Gains Taxes

Understanding the best ways to minimize capital gains tax can get complicated. Here’s help.

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Understanding the Complicated Tax Rules Regarding Children

Tax rules regarding children often defy logic, but there are ways to lower the tax bite.

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Simplifying Your Tax Prep Process

Here are some ways to simplify the process of preparing tax returns in the future and perhaps reduce clutter.

Taxes

Taxpayer Victories—and Even Defeats—Can Save You Money

Valuable money-saving lessons from taxpayers who challenged the IRS.

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Changing Your State of Residency for Tax Purposes Can Be Tricky

In many states, an individual can qualify as a resident for tax purposes under two sets of circumstances. It’s vital to follow the rules closely.

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Choose Wise Asset “Location,” Not Just Asset Allocation

Here are some ways to save taxes by shifting around some of your investments among taxable and tax-advantaged accounts.

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Dealing With Tax Return Filing Extensions, Delinquent Returns and Amended Returns

Here are issues to be aware of when filing a tax return past the due date or amending a return.

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Avoid These Red Flags That Can Cause Audits

There are various ways to deal with red flags to avoid an IRA audit. Here are 15 key ways.

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How to Keep Your Tax-Prep Fees Low—From a Tax Preparer

What you do during tax season and all year—and even what kinds of investments you choose—can optimize your time and reduce your tax-prep costs.

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Here Are the 2019 Contribution Limits and Other Tax Numbers You Need to Know This Year

Here are the 2019 numbers for retirement account contributions, Social Security tax, gift tax, mileage deductions, capital gains tax and other key IRS rules.

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Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss

Here’s how long you need to keep different kinds of financial records ranging from tax documents to investment records, insurance policies and others.

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End-of-Year Moves to Cut Your 2018 Taxes

To minimize your 2018 tax liability, check out these end-of-year tax-saving moves right now, before 2018 ends.

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If You Invest in Real Estate, Check this Checklist To Save on Taxes

There are many potential tax benefits to owning real estate as an investment—but to get them, you need run through this important tax-saving checklist.

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If You Owe Back Taxes, Here’s What to Do

Uncle Sam is mighty, but you have more control over your fate than you might think—if you know what steps to take.

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How to Give to Charity from Your IRA (And Avoid Taxes)

You might be able to make non-taxable gifts to charity directly from your IRA—and get additional tax benefits at the same time. Here’s how.

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Tax Breaks for Gains and Losses on Small Business Corporations

There are many potential tax breaks for gains and losses on small business corporation stock, but also many rules that must be followed.

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How Trusts are Taxed

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.