Resources & Insights from the Castellano-Piatt Accounting Team.
Inflation Spikes Social Security Checks for 2022
Inflation Spikes Social Security Checks for 2022 November 24, 2021 The Social Security Administration announced a 5.9% boost to...
Employee Tax-Free Income
Employee Tax-Free Income November 18, 2021 While most income received from your employer quickly ends up on a W-2 tax form at the...
IRS Data Theft Problem
The IRS Data Theft Problem March 11, 2020 The IRS has 52 Internet applications to help U.S. citizens comply with their tax obligations. But...
Are You Holding a Joint Title to Property with a Family Member or Friend?
Are You Holding a Joint Title to Property with a Family Member or Friend? June 7, 2021 Owning assets jointly with one or more of your...
A Fresh Look at CRTs, CRATs, and CRUTs
Make Health Care Decisions While You're Healthy July 12, 2021 Estate planning isn’t just about what happens to your assets after you die....
Opportunities and challenges: Valuation in the age of COVID-19
Opportunities and Challenges: Valuation in the Age of COVID-19 November 1, 2021 Valuation and estate planning go hand in hand. After all, the...
Year-End Tax Planning Ideas For Your Business
Year-End Tax Planning Ideas For Your Business November 9, 2021 As 2021 winds down, here are some ideas to consider in order to help...
Tax Moves to Make Before Year-End
Tax Moves to Make Before Year-End November 1, 2021 There are always moves you can make to reduce your taxable income. Some of these...
Don’t Forget to Take State Estate Taxes Into Account
Don’t Forget to Take State Estate Taxes Into Account October 19, 2021 A generous gift and estate tax exemption means only a small percentage of...
Estate planning pitfalls exist if a significant portion of your wealth is concentrated in a single stock
Estate Planning Pitfalls Exist if a Significant Portion of Your Wealth is Concentrated in a Single Stock October 13, 2021 Estate planning and...
What are your options to pay for long-term care?
What Are Your Options to Pay for Long-Term Care? October 4, 2021 Too often, people planning their estates focus on tax and asset-protection...
IRS Warns of Identity Theft Signs
IRS Warns of Identity Theft Signs October 19, 2021 The Common Signs of ID Theft Here are some of the common signs of identity theft...
Which Records do You Need to Keep
Record Retention Basics October 13, 2021 Each of us needs to keep records that substantiate our tax returns or other important life...
Tips For Dealing With Common Accounts Payable Problems
Tips for Dealing with Common Accounts Payable Problems October 6, 2021 The accounts payable process is typically very labor-intensive...
Is Your Power of Attorney for Property Powerful Enough?
Is Your Power of Attorney for Property Powerful Enough? September 24, 2021 Your estate plan may include a power of attorney for property that...
3 essential estate planning strategies not to be ignored
Three Essential Estate Planning Strategies Not to Be Ignored September 17, 2021 With most tax planning, there are certain strategies that are...
Estate planning in a socially distanced environment
Estate Planning in a Socially Distanced Environment September 13, 2021 As many states continue to struggle with the current surge in COVID-19...
Choose your own investments with a self-directed IRA
Choose Tour Own Investments With a Self-Directed IRA September 7, 2021 If you’re the type who would rather order ala carte rather than a set...
Tax Planning with Mutual Funds
Tax Planning with Mutual Funds September 8, 2021 Mutual funds benefit from the long-standing belief that they allow investors to...
Time to Schedule Your Tax Planning Session
It's Time to Schedule Your Tax Planning Session September 29, 2021 Now is the time to schedule a tax planning appointment. If you are...
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