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Top 10 “To-Do’s” for Non-Profits
Sometimes even the most proactive and well managed organizations need to revisit some of their tax, governance and management policies, procedures and protocols, especially if it has been a few years since they were last addressed. Here are some items that might make...
Social Security Planning
Finding the right age and correct strategy to claim Social Security retirement benefits can have a substantial impact on a retiree’s financial security. It is essential for CPA personal financial planners to educate clients about the options and run the numbers...
What’s New on the Form 1040 (2013)
Change in Tax Rates Beginning in 2013, the American Taxpayer Relief Act of 2012 imposes new higher 39.6% and 20% tax rates on ordinary income and long-term capital gains, respectively. The new top ordinary income tax rate of 39.6% is imposed on taxable income over...
Investing in Bonds & Stocks 101
When it comes to constructing a portfolio it is generally not a matter of stocks or bonds, it is a matter of both. As a matter of fact, there are two other asset classes, cash and alternative investments that also should also be considered for a well-diversified...
Capaldi Reynolds & Pelosi acquires Lavinsky, Horowitz & Pollard
Capaldi Reynolds & Pelosi, (CRP) is pleased to announce Lavinsky, Horowitz & Pollard (LH&P), CPAs and Business Advisors have agreed to join our team to form the largest locally based accounting, tax, audit and business advisory firms in South Eastern New...
The Press of Atlantic City Features Capaldi Reynolds & Pelosi
As published in The Press of Atlantic City
Assessing the Potential Impact of the Supreme Court Ruling on Maryland Tax Law on Individuals
Estimated $200 Million in Refunds Will Be Made Available to Maryland Residents… Will Residents of Your Home State Benefit Next? Monday, May 18th marked the date of a landmark ruling by the U.S. Supreme Court. In a five-to-four ruling, the Supreme Court ruled (in...
Business Health Checkup: Pre-tax Net Income
Authors: David Wagstaff and Calvin Longer Periodically we will highlight a ratio or benchmark and talk about how you can use these to better understand your business. The disclaimer: Benchmarks and ratios, blindly applied, can be dangerous. Benchmarks can be useful...
Have you thought about Exit Planning?
Author: Michael J. Reynolds, CPA, CEPA If you’re a business owner, one of your most valuable assets is your business. It is also probably true that you devote a lot of time and thought to managing and growing your company and much less time imagining your company if...