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Tax-Efficient Investing

By Sidney Kess The CPA Journal May 2019 The tax impact on investment income can be mitigated through the transfer of assets into retirement accounts. Not all accounts and investments are taxed equally, however, and the most efficient strategy is not always immediately apparent. Sidney

Bryan C. Skarlatos Participated In A Panel Presentation Titled “Economic Substance, Judicial Doctrines And Legal Ethics” At Pli’s Tax Planning For Domestic & Foreign Partnerships, Llcs, Joint Ventures & Other Strategic Alliances 2019

Impact on partnerships of recent judicial decisions, legislation, and administrative developments relating to economic substance, tax shelters and the codification of the economic substance doctrine, including LB&I Directives; penalty defenses, rules of professional responsibility and conduct, including Circular 230 and related ethical considerations that come