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Tag Archives: long island

NY Senators Seeking to Protect Suburban Employers from Higher MTA Tax

A group of Senators is looking to protect Hudson Valley and Long Island Employers from a new proposal to increase the payroll tax to support the MTA. To generate an additional $800 million for the MTA, Gov. Kathy Hochul has … Continue reading

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How to Defer, Avoid Paying Capital Gains Tax on Stock Sales

The markets are hitting all-time highs, so if you are thinking of selling stocks now or in the near future, there is a good chance that you will have capital gains on the sale. If you’ve held the stocks for … Continue reading

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How to Get the IRS to Pre-Approve Your Taxes

It might seem odd, but it is possible to get the IRS to give you a straight-forward and binding answer to ambiguous tax positions in advance. How does this happen, you ask? The answer is through an IRS private letter … Continue reading

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How to Budget for Estimated Tax Payments

May 2019

According to a March 22 Internal Revenue Service News Release, 2018 federal tax filers might be able to have any penalties for an underpayment of estimated tax removed. This could be possible if they’ve paid at least 80 … Continue reading

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Trump Tax Law Makes Now the Perfect Time for the Roth Conversion Retirement Trick

April 2019

Converting a traditional IRA to a Roth IRA takes some fortitude and faith in the future numbers because this change can accelerate your tax bill. The current market and tax rate cuts from President Trump’s plan, however, are … Continue reading

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DSJ is Helping Nonprofits Focus on Their Mission

March 22, 2019
As Seen in Long Island Business News (LIBN)

 

Clearly, the engine that drives the goals of not-for-profits is their financial strength or fiscal fitness. The challenge for most organizations becomes, not only securing funds, but as … Continue reading

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5 Tips for First-Time Tax Filers

February 2019

Filing taxes for the first time can be overwhelming. But if you have the right tools and advice before you start, it won’t be. Here are a five critical things to know before you begin, which will make … Continue reading

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Estate Planning Essentials You Need to Revisit Due to the New Tax Law

Estate planning is never done. Just like a piece of real estate, it needs periodic maintenance and care to make sure it’s in good shape when you need it most. Provisions in the newly passed GOP tax plan mean it’s … Continue reading

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The Most Wonderful Time of the Year – Tax Planning Season

Now is the time to focus on year-end tax planning. Careful and strategic planning can help minimize your tax bill and maximize what you keep. Given the uncertainty and sweeping scope of proposed tax law changes, planning is both more … Continue reading

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Gigi Boudreaux, CPA Joins DSJ as its Newest Partner

Gigi Boudreaux

Starting October 16, Gigi Boudreaux, CPA brings her more than twenty-five years of tax consulting and accounting experience to DSJ in Westbury, NY. Formerly a partner in the accounting firm of RAICH ENDE MALTER & CO, Boudreaux has worked extensively … Continue reading

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