Recent News & Insights

The Fallout From the New Tax Law
February 11, 2020   
In preparation for the coming tax season, Joseph Giampapa and Russel Ephraim examine who reaped the benefits of the new tax law in 2018 and which changes had the most dramatic impact on high-net-worth and high-profile individuals.  READ MORE +

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John Mitchell featured in Philadelphia Business Journal

Featured: John Mitchell  |  Feb 24, 2020

John Mitchell, Partner-in-Charge of Marks Paneth’s Pennsylvania offices, was profiled in the Philadelphia Business Journal’s “Leaders in Law” issue.

Real Estate Perspectives, Winter 2020

February 20, 2020

In the latest issue of Real Estate Perspectives, our industry experts provide tax tips, examine commercial real estate trends, analyze the state of the affordable housing industry and more.

Analytics - Friend or Foe

By Dean Boyer  |  February 20, 2020

Dean Boyer, Director in Marks Paneth’s Technology Services Group, explains how to properly introduce data analytics into your real estate business and maximize your results.

Don’t Overlook Valuable Tax Credits This Year

February 19, 2020

By: Anthony Delvalle, CPA | Shmuli Fromovitz, CPA

Real Estate Group professionals Anthony DelValle and Shmuli Fromovitz highlight three commonly overlooked credits that individuals and real estate businesses may be able to take advantage of on this year’s returns.

Real Estate Partnership Debt Financed Distributions and the Effects of Interest Tracing

By Steve Brodsky  |  February 19, 2020

A recent Tax Court decision highlights the appropriate treatment of partnership interest expense from a debt-financed distribution.

The Evolution of the 421a Tax Exemption Program

February 19, 2020

By: Vivian Martinez, CPA | Matthew Hausman, CPA

The popular 421a Tax Exemption Program was extended in 2017. Partner Vivian Martinez and Manager Matthew Hausman examine what has changed and how clients can utilize and benefit from the new program.

Affordable Housing: State of the Industry

By Gina Citrola  |  February 19, 2020

Affordable Housing specialist Gina Citrola provides a state of the industry report on the federal government’s primary program for incentivizing private investment in affordable housing, known as the Low-Income Housing Tax Credit.

20/20 Vision: A Closer Look at Commercial Real Estate Trends

February 19, 2020

By: Darya Shneyder, CPA | Erin Kiernan, CPA

Partner Darya Shneyder and Senior Manager Erin Kiernan examine trends in commercial real estate, including the expanded presence of tech giants in NYC and the impact that local and global politics, policy and law will have on owners, developers and the rest of the industry.

Nonprofit Alert: Proposed Changes to Reporting of Gifts-in-Kind

By Joseph J. Kanjamala  |  February 18, 2020

On February 10, 2020, the Financial Accounting Standards Board (FASB) issued a proposed Accounting Standards Update (ASU) intended to improve transparency around how not-for-profit organizations present and disclose contributed nonfinancial assets, also known as gifts-in-kind. 

The Future of Family Office Technology

By Dean Nelson  |  February 11, 2020

Dean Nelson, Principal-in-Charge of Advisory Services, describes how new back-office technology has the power to innovate and improve family office processes and align technology with key business objectives.

Did You Make a Taxable Gift in 2019? Don’t Overlook Gift Tax Filing Requirements When Funding Trusts

By Christopher D. Wright  |  February 11, 2020

While cash gifts of are fairly straightforward (as are their impact on tax filings), there is an often-overlooked instance of the gift tax that has the potential to generate quite a headache come April—funding a trust.

Maximize Your Charitable Contributions to Minimize Your Tax Liability

By Jennifer Leelaviwatana  |  February 11, 2020

Since the enactment of the Tax Cuts and Jobs Act of 2017, taxpayers are limited to a deduction of up to $10,000 of state and local income taxes. However, donating to charity is still a powerful tool to minimize tax liability.

Succession Planning: Tax Considerations When Exiting Your Business

By Dannell R. Lyne  |  February 11, 2020

There comes a time when business owners begin to contemplate retirement and an exit from the company they own and/or are operating. It’s important to begin succession planning in advance, because how you approach exiting your business will produce different tax outcomes.

The Fallout From the New Tax Law

By Joseph M. Giampapa |  Russell S. Ephraim  |  February 11, 2020

In preparation for the coming tax season, Joseph Giampapa and Russel Ephraim examine who reaped the benefits of the new tax law in 2018 and which changes had the most dramatic impact on high-net-worth and high-profile individuals.

Navigating Change and Uncertainty in the Middle Market

Featured: Pamela Cianciotta  |  Feb 10, 2020

Pamela Cianciotta, Partner in the Commercial Business Group, represented Marks Paneth in the Crain's New York Business Middle Market roundtable discussion.

Private Client Insights, Issue #1 2020

February 10, 2020

Marks Paneth’s new Private Client Insights newsletter is designed to to help high-net-worth and high-profile individuals address tax planning, trusts & estates and multigenerational needs.

Alert: How the SECURE Act of 2019 Will Impact Individuals and Businesses

By Avery E. Neumark  |  February 10, 2020

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law by President Trump on December 20, 2019. Affecting individual taxpayers, employers and plan administrators, it is considered to be the most significant retirement reform legislation signed into law in the past decade.

To Report or Not to Report, That Is the Question

February 7, 2020

By: Anthony Delfiner and Hal Margolit 

Anthony Delfiner and Hal Margolit, Tax Partner and Manager in Marks Paneth’s Commercial Business Group, respectively, examine the foreign informational reporting forms that taxpayers may need to consider as part of their tax filing requirements. 

Abe Schlisselfeld Shares His Insights on Technology and Commercial Real Estate Trends in NYC

Featured: Abe Schlisselfeld  |  Feb 6, 2020

Abe Schlisselfeld, Partner-in-Charge of Real Estate, moderated a panel of real estate leaders at Commercial Observer’s inaugural Innovators Forum and shared his insights on how technology is shaping commercial real estate trends in New York City.

Ask the Data Scientist - Who is Accountable for Personal Healthcare Information?

Featured: Dean Boyer  |  Feb 4, 2020

Dean Boyer, Director and data scientist in the firm’s Technology Services Group, discusses who is accountable for Personal Healthcare Information and why it is necessary to build data strategies around patients and the care they need in Philadelphia Business Journal’s “Ask the Data Scientist” feature.

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