Blogs

GENERAL TIPS

Isdaner_Website_Images_Featured_Resources_Landing_PressRelease

FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

high-net-worth

‘Tis the Season for Timely Tax Planning

November 8, 2016

As a Morgan Stanley advertisement in 2006 aptly put it: “You must pay taxes. But there’s no law that says…

Encryption

October 6, 2016

By Mark Green, Director of Information Technology, Isdaner & Company, LLC These days we use the Web to communicate more…

New Lease Accounting Rules

September 6, 2016

In February 2016 the FASB issued Accounting Standards Update (ASU) No. 2016-02, replacing longstanding guidance on lease accounting. The requirements…

IRS Reminds Taxpayers of Recent Changes to Retirement Plans

April 2, 2021

The IRS reminded taxpayers recently on March 16, 2021, about the rules for required minimum distributions (RMDs) from retirement accounts. A…

Educate Yourself About the Revised Tax Benefits for Higher Education

March 2, 2021

Attending college is one of the biggest investments that parents and students ever make. If you or your child (or…

When It Comes to Trusts, Silence May Be Golden

February 2, 2021

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of…