Tax Planning Archives

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 [...]

Filing Your Taxes Oct. 15? Here's What You Need to Know

Donna Cuiffo, Chief Financial Officer and Senior Tax Partner at Clarfeld discusses tax filing extensions [...]

It may be time for clients to rethink their children's investments

In an effort to simplify tax law, the TCJA changed the rules around the "kiddie [...]

Beyond Your First Marriage A QTIP Can Protect Your Current Spouse And Your Children

Rob Clarfeld, founder of Clarfeld Financial Advisors highlights the value a QTIP can have for [...]

The Loss Of NY State Tax Deductions Is Making A Move To The Sunshine State More Attractive

All tax legislation has winners and losers. Even if one buys into the canard that [...]