Tag: Sidney Kess

By Sidney Kess and Edward Mendlowitz CPA Journal November 2017 Issue Individuals who own businesses frequently need to have the business valued. Sometimes it is for a specific purpose, such as for postsale retirement planning; other times, it might be because of estate tax planning, for the acquisition of shares

By Sidney Kess and Edward Mendlowitz CPA Journal November 2017 Issue Many individuals have substantial investments in collectibles, such as art, stamps, coins, autographs, books, maps, baseball cards, glassware, antiques, gems, jewelry, or wine. The category is broad and does not distinguish between the motive to be a dealer, a

By Sidney Kess and Edward Mendlowitz CPA Journal February 2017 Issue CPA financial planners frequently are asked to review proposals from investment managers. The involvement of a CPA financial planner adds a strong element of independence to an investment strategy. Since the CPA does not seek to manage the investments,