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News
- Important Updates for Taxpayers with Foreign Investments
- The Help You Need, When You Need It
- Partners Warren M. Bergstein, CPA, AEP© and Jack E. Gold, CPA presented on tax planning strategies for the Small Business Development Corporation.
- AKM 2022-2023 Tax Guide Now Available
- Warren M. Bergstein Spoke on 2022/2023 Federal Tax Update for Individuals and Small Business Owners
- Warren M. Bergstein Spoke on Income Tax Planning for Financial Planners
AKMCPA News
Important Updates for Taxpayers with Foreign Investments
U.S. taxpayers who have foreign accounts that have aggregated more than $10,000 in 2022 and/or 2023 are required to file a report of Foreign Bank and Financial Accounts (FBAR). The IRS has issued new guidance for these forms and is … Continue reading
Posted in News
The Help You Need, When You Need It
Owners of closely-held businesses rely on their AKM CPA teams to help with tax planning and compliance. But did you know that there’s a lot more we can do for you? Read more
Posted in Firm Overview
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