New IRS Cybersecurity Requirements for CPAs and Accounting Practices
January 17, 2023
Stay ahead of the game and protect your business and clients’ information with the latest IRS cybersecurity requirements for CPAs and Accounting practices. Learn about the new Written Information Security Plan (WISP) and FTC SafeGuards Rule. Partner and Chief Cybersecurity Legal Officer Steven Teppler, and Partner in the Firm’s Trusts & Estates and Taxation practice […]
8th Tax, Trusts & Estates Forum
December 9, 2022
For the first time in two years we hosted our Tax Trusts and Estates Forum in person! We were thrilled to see so many familiar faces, and to welcome new ones. This event is focused on helping business owners and financial advisors stay on top of current changes to IRS rules, learn best practices and […]
Do I have to pay sales tax to N.J. on my boat?
May 10, 2022
Martin D. Hauptman, Esq., a Tax attorney at Mandelbaum Barrett PC recently answered that question for NJ.com. Find out what he says: https://bit.ly/3sqWWAX
“How can I get senior community to release assets to this trust?”
April 11, 2022
Steven Holt, Esq., Chair of the Tax Law and Trusts & Estates departments at Mandelbaum Barrett PC was recently interviewed by NJ.com to answer this question. “The solution here is to reach out to the community and have them explain why they are asking for this and alert them to the fact that the unit is held […]
Martin Hauptman contributes to NJ.com article titled "My employer eliminated my life insurance. Can I deduct the loss?"
December 3, 2021
Martin Hauptman, a partner in the Trusts & Estates, and Taxation practice groups and chair of the ERISA and Employee Benefits practice at Mandelbaum Barrett PC has contributed to an article in the December 2nd, 2021 issue of NJ.com titled "My employer eliminated my life insurance. Can I deduct the loss?"
Martin Hauptman Answers NJ.com Readers Question on Converting An IRA To a Roth IRA
June 30, 2020
Richard Miller Answers a NJ.com Readers Question on Inheritance Tax
December 26, 2019
Richard I. Miller answered a NJ.com readers question on "Can I avoid the inheritance tax for nieces and nephews?" Read what Richard had to say here.
Join Us For Our 7th Annual Tax, Trusts & Estate Planning Forum
November 7, 2019
We will be discussing timely developments in Estate and Federal Taxation at this 1.5 CE accredited program for CPAs and CFPs. To RSVP, please contact Laure Lynch at 973.243.7951 or llynch@lawfirm.ms.
Martin Hauptman Answers NJ.com Readers Question "CPA, Enrolled Agent, Tax Attorney: Who Should I Hire?"
September 4, 2019
Martin Hauptman answered a nj.com readers question on the difference between a CPA, enrolled agent and a tax attorney, and who to hire depending on your needs. Read the full article here.