Partners Warren M. Bergstein, CPA, AEP© and Jack E. Gold, CPA presented on tax planning strategies for the Small Business Development Corporation.

On January 25, 2023, AKM Partners Warren M. Bergstein, CPA, AEP© and Jack E. Gold, CPA presented on tax planning strategies for the Small Business Development Corporation.  Check out their presentation.

Posted in News

AKM 2022-2023 Tax Guide Now Available

Tax planning is a critical challenge for higher-income taxpayers This year’s tax provides a great deal of useful information to help with your tax and financial planning – particularly if you are a higher-income taxpayer or business owner. As usual, … Continue reading

Posted in News, Tax Guides

Warren M. Bergstein Spoke on 2022/2023 Federal Tax Update for Individuals and Small Business Owners

On Thursday, December 8, 2022, AKM Partner Warren M. Bergstein CPA, AEP©, LA, LB, spoke on 2022/2023 Federal Tax Update for Individuals and Small Business Owners. Check out his presentation.

Posted in News

Warren M. Bergstein Spoke on Income Tax Planning for Financial Planners

On Monday, November 21, 2022, AKM Partner Warren M. Bergstein CPA, AEP©, LA, LB, spoke on income tax planning for financial planners. Check out his presentation.

Posted in News

Michael Grossman Is a Guest on WealthActually Podcast

Curious about the generation skipping transfer tax and how it might affect your tax and estate planning?  AKM tax manager and fiduciary specialist Michael Grossman discussed GST and other issues with author Frazer Rice on the WealthActually podcast on November … Continue reading

Posted in News

Holidays Are the Best Time to Think About Your Family and Its Future

Securing your family’s financial future requires careful consideration, meticulous planning and some deep conversations.  Some people are reluctant to take these steps for a variety of reasons.  Others go through the process but don’t follow through with critical steps or … Continue reading

Posted in News

Mitigating SALT Limitations via Pass-Through Entities: Multistate Overview

Newly updated for 2022 / 2023 Mitigating SALT Limitations via Pass-Through Entities: Multistate Overview  

Posted in News

Confused or concerned about tax strategies?

So many laws and regulations have changed in recent years that it can be hard to come up with a coherent tax strategy that works for you or your business.  On Thursday, February 17 from 12 pm – 1:30 pm, … Continue reading

Posted in Events, News

Warren M. Bergstein, CPA, AEP & Jack Gold, CPA Present at The Small Business Development Center at CSI

Join Us Tomorrow!! Don’t miss this vital forum on federal & state tax changes and how they impact you & your small business! The Small Business Development Center at CSI Presents its Annual Federal & State Tax Forum for 2022 … Continue reading

Posted in Events, News

AKM 2021-2022 Tax Guide Now Available

Making Sense of a Shifting Environment This year’s tax guide takes a careful look at a myriad of elements that can impact your tax liability, both for tax years 2021 and 2022 and in subsequent years.  A key theme is … Continue reading

Posted in News, Tax Guides