Tax Planning Archives

Two-thirds of Wealthy Business Owners Plan to Sell or Retire Sooner due to Covid Pandemic, Survey Finds

Joan Bozek, our Director of Trust Services and Chief Fiduciary Officer, joins an interview with [...]

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 [...]

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 [...]

With Tax Reform, Wealthy Clients Should Update Estate Plans

Financial services magazine, Financial Advisor, highlights the importance of reviewing existing estate plans in light [...]

Tax Considerations For Clients Who Own Vacation Homes Abroad

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

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. [...]