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Tax Articles

Ken Gibbons, CPA, Sobel & Co.
When the Tax Cuts and Jobs Act was originally unveiled there were many changes to discuss and there still remain some areas that need to be...
Darren Thomas, CPA, Sobel & Co.
With costs associated with medical treatments and health insurance premiums rising each year, health care consumers might want to consider enrolling...
Jim Lynch, CPA, Esq.
Sobel & Co.
Recently, the New Jersey Legislature revised the New Jersey Estate Tax.  For 2017, estates, plus certain gifts, with a total value of under $2...
Ken Gibbons, CPA
Sobel & Co.
The final SENATE BILL differs from the tax bill passed by the HOUSE and those differences will now be reconciled and then a final piece of...
Keeping current with the proposed tax reform laws, from both the Senate and the House of Representatives, is a daunting task!  It seems as if...
By Jeff Peskin, CPA , Sobel & Co.
 Roth IRAs have become a popular way to prepare for retirement. One valuable piece of advice we give to our clients when they are making...
Ken Bagner, CPA, CGMA, MST
Member in Charge, Sobel & Co. Tax Practice
With Hurricanes Harvey, Irma and Maria leaving devastation in their wake, already acknowledged as some of the most powerful hurricanes to hit the...
Ken Bagner, CPA, CGMA, MST
Member in Charge, Sobel & Co. Tax Practice
You may have dreamt of all the wonderful things you would buy, all the terrific vacations you would take and all the gifts you would give to family...
Step 1 - The executor should get an employee identification number (EIN) for the Estate as soon as possible. This is done by submitting Form SS-4 to...
By: John Santucci, CPA
New regulations have been proposed under IRC Section 2704, which are intended to close an existing tax loophole that taxpayers have long used to...