- 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
- Michael Grossman Is a Guest on WealthActually Podcast
- Holidays Are the Best Time to Think About Your Family and Its Future
AKMCPA Tax Guides
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
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
Maintaining Financial Health in Unhealthy Times This year’s tax guide provides a wealth of information regarding tax planning and strategies for the highly uncertain times we are facing. Each section assesses the overall landscape and provides helpful tips and considerations. … Continue reading
Planning is Still Essential Many taxpayers are still coping with the sweeping changes implemented with the “Tax Cuts and Jobs Act of 2017” or TCJA. Especially in areas with higher state and local taxes – such as the Northeast – … Continue reading
Plan today for a brighter tomorrow The impact of last year’s significant overhaul of the tax code (the “Tax Cuts and Jobs Act of 2017” or TCJA) continues to unfold in various ways. AKM’s 2018-2019 tax guide, prepared by a … Continue reading
Tax Planning in the Midst of Uncertainty AKM Tax Guide 2017-2018 [pdf] Overview of Changes Contained in the New Tax Law [pdf] We always urge clients to consider tax planning an ongoing activity. Given recent significant changes in the law, … Continue reading
Planning for sustained prosperity. Click here to download AKM Tax Guide 2016-2017 [pdf] A number of tax breaks were finally made permanent in 2015, making tax planning easier in 2016 than in recent years. However, some popular breaks were extended … Continue reading
With an uncertain playing field, nimbleness is critical. Click here to download AKM Tax Guide 2015-2016 [pdf] We’ve been here before. Tax “extenders” – various deductions and credits, typically affecting higher net worth individuals and business owners – are again … Continue reading
At the beginning of 2013, many tax rates and breaks were made permanent. The increased certainty brought by these tax law changes has in some ways made tax planning in 2014 a little easier.
But the changes also brought tax hikes to higher-income taxpayers — including the return of the 39.6% income tax rate and 20% long-term capital gains rate. In addition, some new and expanded taxes under the Affordable Care Act (ACA) now affect higher-income taxpayers: the 3.8% net investment income tax and the 0.9% additional Medicare tax.
Tax planning last year involved preparing for significant tax increases scheduled for 2013, though there was uncertainty about whether those increases would be allowed to go into effect. On Jan. 1, 2013, Congress passed the American Taxpayer Relief Act of 2012 (ATRA), which prevented income tax rate increases for most taxpayers. Continue reading