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 29 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.
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There are many potential tax breaks for gains and losses on small business corporation stock, but also many rules that must be followed.
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.
Even if your estate won’t be big enough to owe estate tax, to save money, there are tax rules—and tax-planning moves—you should know about.
Ordinary taxpayers can beat the IRS—and so can you. Here are important lessons from recent court disputes in which taxpayers prevailed.
Now that tax season is done, here’s how to switch into tax-planning mode and make your 2018 taxes as low as possible.
Ed Mendlowitz warns that no couple should get married without first meeting with a financial planner.
If you don’t plan carefully, your personal wealth could be lost to someone else’s children after you die or if…
