Tax & Tax Planning
Whether you are an individual or a business, tax planning should be an important consideration as part of a well-rounded financial plan. Our consultants stay current on the latest tax changes and will help you create a plan that will take the hassle out of tax time.
Tax Planning for Business
We take pride in providing strategies, planning and tax return preparation that result in tax savings and compliance for our clients. Our tax specialists possess expertise unique to a vast array of industries and business structures and are committed to keeping in step with the ever-changing federal, state and local tax laws.
Capaldi Reynolds & Pelosi provides tax services and opportunities to corporations, partnerships/ limited liability companies, and individuals throughout the United States, as well as consultation relating to their foreign activities. We assist our clients with resolution of tax controversies, preparation of tax returns, and state and local tax (SALT) compliance. Our focus on planning and quality tax preparation has resulted in the successful financial growth for our clients since 1935.
Tax Planning for Individuals
When was the last time you modified your tax planning strategy?
Reviewing your tax plan regularly is key to proper wealth management. Capaldi Reynolds & Pelosi will help you consider a variety of tax strategies that position you to meet financial goals and preserve wealth, no matter what the future may bring.
Our tax consultants stay up-to-date with the ever-changing federal and state tax laws, and will help you make sense of it all so that you can make informed choices about your financial future. Some options we often discuss with our clients include:
- Potential ways to reduce tax liability
- Possible ways to offset capital gains
- Implications of new tax rates and laws
- Health care considerations
- and more
There is no “one size fits all” approach to tax planning. Let us help you craft a plan that meets your needs and lays a solid foundation for your future.
Meet Our Tax & Tax Planning Experts
Joseph P. Marino, CPA
Partner
Terri L. Marakos CPA, CHBC
Co-Managing Partner
Industry Insights
Mandatory Roth Catch-Up Contributions Begin in 2026
For nearly a quarter century, employers have been able to offer their retirement savings plan participants age 50 and older a valuable opportunity — the chance to make additional catch-up contributions to their plan.1 Thanks to the SECURE 2.0 Act passed in 2022, that...
Private Inurement and Not-For-Profits: What Every Practitioner Should Know
A not-for-profit organization, in order to assure its tax-exempt status is not jeopardized, must ensure that no “insiders” receive private inurement from business dealings with the company. Who is an “insider”? Any individual in a position to exercise substantial...
Happy 2026! Tax Information for our Clients
This year we will again be implementing a deadline for all our individual tax return clients to provide us with their tax documents in order for us to get our work completed by the original due date of April 15, 2026. Please provide your tax documents no later than...
Understanding the New 2026 Charitable Contribution Rules
The rules for deducting charitable contributions on your individual income tax return are changing for 2026. Here’s what you need to know to maximize your tax benefits and avoid surprises. 2026 Charitable Contribution Deduction Rules If you itemize deductions, you can...
New Incentive to Start Saving Early for Retirement
Take a look through the window in the nursery ward at the newborns and you will see little ones who can be saving for retirement. The One Big Beautiful Act will help get these children off to a good start since every child who is a US citizen born between January 1,...
Postmark Changes
In recent weeks, we’ve heard about an adjustment in how mail will be postmarked by the United States Postal Service (USPS) and how this could affect customers. On December 24, 2025, the USPS adjusted how postmarked dates are determined. The mail will be postmarked...