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
Tax Alert: New Overtime Rules Effective December 1, 2016
Under current law, most employees making $23,660 or less per year automatically qualify for overtime after 40 hours worked per week. The new rule recently issued by the U.S. Department of Labor (DOL) would raise that threshold to $47,476, effective December 1, 2016....
Canceled Debt – Is it Taxable or Not?
Canceled Debt – Is It Taxable or Not? If you borrow money and are legally obligated to repay a fixed or determinable amount at a future date, you have a debt. You may be personally liable for a debt or may own a property that is subject to a debt. If your debt is...
Quickbooks Tip of the Month: July
Make QuickBooks automatically re-enter transactions that occur repeatedly. The short cut to do this is to press “Ctrl+M” while you’re entering a transaction. You’ll get a “Memorized Transaction” tool that will allow you to specify the parameters in order for repeat...
Capaldi Reynolds & Pelosi Institutes Dress Down Friday for a Cause
This May, Capaldi Reynolds & Pelosi designated Fridays as Dress Down Day For A Cause. Each employee would have the privilege of wearing jeans for the fee of $5 per week. Proceeds collected for the month would be donated to a charity of our choice. The first...
Capaldi Reynolds & Pelosi Paddles for Gilda’s Club South Jersey
On July 9th, 20 of our most adventurous associates, friends and family members participated in the Inaugural Gilda's Club South Jersey Dragon Boat Festival. We joined about 30 other teams from our region to paddle down the Bay at Bader Field to help raise $90,000 for...
Quickbooks Tip of the Month: September
Ctrl+Y- A useful tool Did you ever wonder how to easily find the way a transaction was entered into Quickbooks? Ctrl + Y is the answer. Using those keys when in an open Quickbooks screen for a vendor bill, check, or invoice, etc. will bring up a screen showing which...