CASA Toy Drive

CASA Toy Drive

For years, our Team has adopted families for the holidays. This effort is always coordinated by Maureen Wild, who even happily shops for the non-shoppers among us. Last year we did something a little different and had a toy drive for the children served by CASA (Court...

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Incentives for New Jersey Employers and Workers

Incentives for New Jersey Employers and Workers

Incentives for New Jersey Employers and Workers - Fingers Crossed In September, New Jersey announced a new program called the Return and Earn Incentive Program that is targeted to New Jersey Employers who hire the unemployed and train them to acquire new skills.  For...

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Gifting To Save Estate Taxes

Gifting To Save Estate Taxes

When Gifting To Save Estate Taxes, It Is Essential To Consider Loss Of Step-Up In Basis When the House Ways and Means Committee proposed reducing the estate and gift tax exemption from $11,700,000 to approximately $6,000,000 (as adjusted for inflation) effective...

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Tax-Loss Harvesting

Tax-Loss Harvesting

Tax-Loss Harvesting – Don’t Miss the Opportunity This time of year many people start thinking about year-end tax planning. An integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio. What we are going to discuss below can...

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