The Press of Atlantic City Features Capaldi Reynolds & Pelosi

Dec 5, 2019 | Uncategorized

As published in The Press of Atlantic City

← Celebrating Anniversaries It's January: Time to Prepare for Tax Season →

Subscribe to our Accounting, Tax and Business Insights Newsletter

Email Address(Required)

Email Address:

Name(Required)

First Name: Last Name:

Privacy(Required)

I agree with the storage and handling of my data by this website. - Privacy Policy *

Name

This field is for validation purposes and should be left unchanged.

IRA Rollover to make HSA Contribution

Personal Finance, Tax

Health Savings Accounts (HSAs) are one of the best retirement and investment tools for various reasons. A HSA is a savings account set up for the sole purpose of paying the qualified medical expenses of the account’s beneficiary or the beneficiary’s dependents or...

Doctors’ and Dentists’ Corner- Employee Dishonesty

Business

Who owns that nice new car in your parking lot? Do you have an employee who seems to be living at a standard higher than his salary would permit? Hmmm, he (or she) tells you his Uncle Joe died and left him a huge inheritance, or maybe he won the lottery. You’re happy...

Death/Incapacity Dossier: Records to be Compiled in Contemplation of Death or Incapacity

Estate Planning

Think about this situation. You received word that an acquaintance passed away suddenly and you were designated as the person to contact. You met the deceased a few years ago and you maintained a causal friendly relationship. After some time for grief and...