Tax Planning News Archives

Director of Tax, Cindy Ostrager is featured in Reuters

Our Director of Tax, Cindy Ostrager shares insight on the implications of the pandemic, and [...]

Cindy Ostrager, Director of Tax is Featured in Financial Advisor Magazine

Our Director of Tax, Cindy Ostrager, is featured in Financial Advisor Magazine to discuss her [...]

Cindy Ostrager Featured in Bloomberg Wealth

Cindy Ostrager, our Director of Tax, was featured in Bloomberg Wealth to discuss her views [...]

Can Working From Your Vacation Home Lower Your State Taxes?

Our Executive Chairman, Rob Clarfeld, discusses factors many people consider when changing their domicile. He [...]

4 Factors to Consider Before Making Your Second Home Your Domicile

Senior Managing Director, Donna Cuiffo states "While it may have been an easy decision to change [...]

Now’s The Time To Take Advantage of Transferring Or Selling Assets

Cindy Ostrager, Director of Tax at Clarfeld Citizens Private Wealth, shares insight with Financial Advisor [...]

Clarfeld Citizens Private Wealth Tax Alert

Clarfeld | Citizens Private Wealth is pleased to provide you with this timely news regarding [...]

Tax Considerations For Clients Who Own Vacation Homes Abroad

Donna Cuiffo, CPA, Managing Director, Senior Tax Partner and CFO is featured in Financial Advisor [...]

You Can Change Your Domicile To Avoid State Taxes — But Is It Really Worth Doing So?

The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally [...]

Preserving Tax Benefits For Charitable Contributions When Utilizing The Standard Deduction

The Tax Cuts and Jobs Act (TCJA) had no impact on the long-standing opportunity for [...]