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  • About
    • Team
    • Careers
  • Services
    • Accounting & auditing
    • Business Consulting
    • Employee Benefit Plan Audit
    • Integrated Services
    • Litigation Support
    • Tax Services
    • Trust and estate Services
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    • Construction
    • Family Offices & High Net Worth Families
    • Family Owned Businesses
    • Long Term Care
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    • Retail
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    • Online Tax Guide
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Archive for January 2020

Mitch Gerstein quoted in The Philadelphia Inquirer article by Erin Arvedlund about SECURE Act updates.

January 27, 2020

The SECURE Act was passed quickly in December, so let’s dive into a refresher course… Read the articles.

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Mitch Gerstein to Serve on Audience Engagement & Brand Reputation Committee of The Franklin Institute

January 16, 2020

Mitchell Gerstein, CPA, PFS, MST will be serving on the new Audience Engagement and Brand Reputation Committee at the Franklin…

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Gig workers: understand your tax obligations

January 7, 2020

The number of people engaged in the “gig” or sharing economy has grown in recent years, according to a 2019…

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The Benefits of Charitable Remainder Trusts

January 7, 2020

A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust’s term is…

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  • Jan 13, 2021
    Status of Temporary COVID Tax Relief Measures after the New Appropriations Act
  • Jan 13, 2021
    PPP Loan Changes Included in the New Appropriations Act

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