Tax Planning 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 [...]

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. [...]

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 [...]