Tax Planning News Archives

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 [...]

Tax Planning: Charitable Giving Under The New Law

Many taxpayers mistakenly believe that there is no longer an available deduction for charitable contributions. [...]

What to do if you haven't filed your taxes in the last few years

Clarfeld's Chief Financial Officer & Senior Tax Partner, Donna Cuiffo, addresses questions from Yahoo Finance [...]

Filing Your Taxes Oct. 15? Here's What You Need to Know

Donna Cuiffo, Chief Financial Officer and Senior Tax Partner at Clarfeld discusses tax filing extensions [...]

It may be time for clients to rethink their children's investments

In an effort to simplify tax law, the TCJA changed the rules around the "kiddie [...]

Buying a second home? Don’t overlook key tax considerations

If you're considering buying a second home, there are a number of financial considerations, including [...]

Helping You Reduce Taxes Now While Preparing For The New Year Ahead

When it comes to tax planning and your investments, it can be difficult to know [...]

3 Simple Tax Tricks Just For Retirees

"Generally, retirement questions focus on 401(k)s and IRAs since that is a big taxable pool [...]

Amid Tax Cut Debate FAs Eye Red Flags

"As President Donald Trump moves into campaigning for tax cuts, advisors closely monitoring political developments [...]

Former MLB CIO Warns: Beware Multi-State Taxation

The next step is maintaining careful documentation of a client’s travels. Much of this responsibility [...]