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Posted in The Bottom Line, Featured Post, Infographics, Featured Content

How to handle an inheritance

Infographic: Read this before making plans for an inherited windfall.

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Posted in Alerts, Featured Content

State & Local Tax Mid-Year Update Webinar

Join MWE’s director of SALT, Joseph Pizzimenti, Esq., on Wednesday, July 17th for a complimentary webinar where he will be giving updates on the Wayfair decision, what’s hot in SALT, and what to expect next. Attendees will earn one CPE credit. Please click here for more information or to register today.

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Posted in Articles, Featured Content

Fiduciary Income Tax Traps to Avoid

as published in Trust and estate issues are always complex. While fiduciary and individual income tax matters in the past have generally been dissimilar, the new tax law compounds the differences. In contrast to individuals, trusts and estates can still claim certain deductions between now and 2025 that will save…

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Posted in The Bottom Line, Featured Post, Individual Tax Brief, Featured Content

It’s a good time to check your withholding and make changes, if necessary

Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted in surprises. Some filers who have gotten a refund in past years wound up owing money. The IRS reports that the number of refunds paid this year is down from last year — and the average refund…

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Posted in Articles, Featured Content

Tax Cuts lead to Unusual Results for New York Real Estate Owners and Developers

When the Tax Cuts and Jobs Act was enacted in 2017, it was largely heralded as a good move for real estate owners and developers across New York state. However, two new provisions within the law have created unusual dynamics for this group – with one change that may not be pegged as so positive.…

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Posted in Featured Content, Newsletters

MWE Advisor May Highlights

May highlights from The MWE Advisor: Despite changes in the tax law, you may still be able to receive generous tax benefits for home improvements; IRS announces changes for personal use of employer-provided vehicles.

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Posted in The Bottom Line, Featured Post, Infographics, Featured Content

Don’t rest on your laurels yet

Infographic: New grads need to watch out for these financial pitfalls.  

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Posted in Featured Content, Videos

Escape the Office Challenge – 2019

The MWE Marketing team hosted its third annual post-busy season “Escape the Office” event for the staff. This year, our Training Room was transformed into a casino. Each team started with 50 poker chips and the goal was to escape the casino with the most amount of poker chips in 30 minutes or less. Check…

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Posted in Featured Content, In The News

How to Survive an IRS Tax Audit

Receiving notice that you’re being audited by the IRS may send you into a frenzy. But experts recommend taking a deep breath. Last week, U.S. News & World Report spoke to MWE tax partner Lance Christensen about how you know if you’re being audited, what the actual procedure is, and whether you should hire…

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Posted in Featured Content, In The News

New York, California get ‘aggressive’ when residents try to flee high taxes

As a result of the new tax law, an increasing number of residents are looking to leave high-tax states such as New York and California, but these states are not making it easy. Fox Business recently caught up with MWE tax partner Lance Christensen to talk about how certain states are becoming aggressive when…

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Posted in Featured Content, In The News

IRS to release new W-4: What to expect

The IRS plans to release a new W-4 form for use in 2020, with a draft arriving by May 31. Fox Business spoke with MWE senior manager Jennifer Bobé about the purpose of the new form and what changes are expected.      

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Posted in Featured Content, Videos

Why is it important to meet face-to-face with your business advisors?

In this episode of the Margolin Minute, MWE partner Al Materazo talks about the importance of face-to-face meetings with your business advisors.

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Posted in The Bottom Line, Featured Post, Small Business, Featured Content

How entrepreneurs must treat expenses on their tax returns

Have you recently started a new business? Or are you contemplating starting one? Launching a new venture is a hectic, exciting time. And as you know, before you even open the doors, you generally have to spend a lot of money. You may have to train workers and pay for rent, utilities, marketing and more.

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Posted in Featured Content, Newsletters

MWE Advisor April Highlights

April highlights from The MWE Advisor: Record retention guidelines to remember during spring cleaning; Delinquent taxpayers may experience passport issues.

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Posted in The Bottom Line, Featured Post, Infographics, Featured Content

5 Fascinating Facts About Family Businesses

Infographic: Family businesses rule! Here’s how.

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Posted in The Bottom Line, Featured Post, Small Business, Featured Content

Deducting business meal expenses under today’s tax rules

In the course of operating your business, you probably spend time and money “wining and dining” current or potential customers, vendors and employees. What can you deduct on your tax return for these expenses? The rules changed under the Tax Cuts and Jobs Act (TCJA), but you can still claim some valuable write-offs.

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Posted in Featured Content, In The News

3 big tax planning takeaways from Sen. Elizabeth Warren’s 2018 return

In a move towards transparency, Presidential candidate Sen. Elizabeth Warren released her tax returns to the public this week. In response, CNBC.com sat down with MWE tax partner Lance Christensen to get insight into her return from a tax planning standpoint, and to share general advice for tax payers.  

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Posted in Featured Content, In The News

Strains Grow on Managers as Real Estate Cycle Rumbles On

Real estate investing is likely at its peak, with crowded markets, flat pricing, shrinking returns, and strain showing. That’s according to a recent article published on FundFire, a Financial Times news service, where MWE partner Nuruz Rahman and other real estate experts weigh in on the state of the private real estate investing market.  …

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Posted in The Bottom Line, Featured Post, Infographics, Featured Content

“Gray charges” may be lurking on your credit card bill

Infographic: These sneaky, recurring charges can cost you hundreds of dollars.

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Posted in Articles, Featured Content

Tax Law Changes Have Laid Hidden Traps for Some Real Estate Investors

as published in Financing is the lifeline of all real estate investments and leverage allows development to continue without putting one’s own capital further at risk. The new Tax Cuts and Jobs Act places some limitations on the deduction of business interest, however, which could put a kink…

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Posted in Featured Content, Newsletters

MWE Advisor March Highlights

March highlights from The MWE Advisor: 5 last minute tips to lower your 2018 taxes and answers to your organization’s family and medical leave credit questions.

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Posted in Alerts, Featured Content

iGlobal’s 9th Real Estate Mezzanine Financing Summit

MWE will be sponsoring iGlobal’s 9th Real Estate Mezzanine Financing Summit on May 7, 2019. Partner Wayne Olson, CPA, JD, will be the main presenter and facilitator of a real estate roundtable discussion titled “Outlining the key business models and applications of the Opportunity Zone incentive.” The day long summit is being held…

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Posted in Featured Content, In The News

What to Know About Your Investment Tax Forms

MWE partner Amy Joyce talks to U.S. News & World Report about what investors need to know about investment tax forms this year, including how they have changed, why you may have received a corrected 1099 form, and what it means if you didn’t receive one.    

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Posted in The Bottom Line, Featured Post, Infographics, Featured Content

How ancient Incan bean counters counted… beans

Fun fact: Ancient Incans took a “crafty” approach to accounting.

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Posted in Featured Content, In The News

Will Big Tax Changes Mean Smaller Refunds?

Will big tax changes mean smaller refunds? MWE Tax Director Joseph Pizzimenti, Esq., offers Pix 11’s ‘Financial Fix’ the answer to this very important question that’s on the mind of many New Yorkers. See his response in this video clip.      

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Posted in The Bottom Line, Featured Post, Small Business, Featured Content

Beware the Ides of March — if you own a pass-through entity

Shakespeare’s words don’t apply just to Julius Caesar; they also apply to calendar-year partnerships, S corporations and limited liability companies (LLCs) treated as partnerships or S corporations for tax purposes. Why? The Ides of March, more commonly known as March 15, is the federal income tax filing deadline for these “pass-through” entities.

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Posted in Featured Content, In The News

What Is a 1099 Form and Who Gets One?

If you have never received a 1099 form before, you may want to familiarize yourself with this important tax form. MWE tax partner Lance Christensen and tax director Debbie Oster talk to U.S. News & World Report about the form, why you may receive one, common types of 1099 forms, and why it’s never…

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