Taxes in Ten

In this episode of Taxes in Ten – Tax Practice Leader, Joe Bublé, Tax Partner John Genz, and Director Allayna Cockman discuss various types of equity compensation and the associated considerations for income tax and tax provision purposes

In this episode of Taxes in Ten – Tax Practice Leader, Joe Bublé, Tax Partner Shanee Osher, and Tax Partner John Genz discuss the impact of significant R&D tax treatment changes that went into effect for most companies on January 1, 2022.

Listen in as Paul Dailey and Josette Traversa discuss the ins and outs of expatriation from a tax perspective. You will be able to walk away with an overview of the covered expatriate rules and a general understanding of what the tax costs could be.

Join Paul Dailey as he and Rebeccah Fontaine discuss foreign trusts as well as some of the issues and pitfalls related to reporting them in the United States.

Inbound Pre-Immigration Planning for Foreign Nationals: In this International Tax Practice (ITAX) Taxes in Ten podcast Leon Dutkiewicz, International Tax Practice Leader and Connor Southwell discuss the importance of pre-immigration tax planning for foreign nationals coming to the United States, as well as some traps for the unwary and strategies ITax commonly uses to mitigate our clients' exposure to US tax and information reporting as part of our comprehensive suite of inbound tax planning services.

In this special series of Taxes in Ten – International Tax, Citrin Cooperman International Tax Partner Paul Dailey is joined by International Tax Director Lauren Weronick. Partnerships and S-Corporations have responsibilities to file new Schedules K-2 and K-3 for the first time this year. During this episode, we discuss the purpose of these schedules, the life cycle of how they came to be, and what taypayers need to know now to comply with the new filing requirements. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Paul Dailey here: https://www.citrincooperman.com/professionals/paul-dailey

In this special series of Taxes in Ten – International Tax, Citrin Cooperman International Tax Partner Paul Dailey is joined by International Tax Partner Fred Corso. Fred discusses the importance of the new final regulations, how their changes from the prior regulations may adversely affect taxpayers' ability to claim foreign tax credits for certain foreign taxes, and what taxpayers should start to do now.  Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/

In this special series of Taxes in Ten: International Tax, International Tax Practice Leader Leon Dutkiewicz joined by Tax Partner Paul Dailey. The discussion provided insight into the question, “Why stop at saving state taxes, when significant federal tax savings could be accomplished, as well?” Many view Puerto Rico as a legitimate tax haven for U.S. citizens who become bona fide Puerto Rican residents. A brief overview of the ACT 60 incentives and requirements will be provided. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Leon Dutkiewicz here: https://www.citrincooperman.com/professionals/leon-dutkiewicz

In this special series of Taxes in Ten: International Tax, International Tax Practice Leader Leon Dutkiewicz joined by Tax Partner Paul Dailey. Paul gives a general overview of Global Intangible Low-Taxed Income (GILTI) and Control Foreign Corporations (CFC) and provides some year-end planning ideas to be implemented so as to minimize the impact of GILTI. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Partner Patti Iengo to give an overview of a special purpose acquisition company (SPAC), how they work, and how they are taxed. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

The proposed tax provisions in the Biden Administration's American Families Plan could provide substantial incentives for business owners to discuss the creation of an Employee Stock Ownership Plan (ESOP). In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Trust & Estate Practice Leader Howard Klein to learn more about ESOPs, including: An overview of what an ESOP is including financial and non-financial benefits, the common misconceptions about ESOPs, and how the current tax proposals make an ESOP more attractive. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Manager Peter Goodrich from our New York City office to discuss the decentralized finance (DeFi) component of the cryptocurrency and blockchain industry and the related potential tax implications. DeFi is a nascent but rapidly growing market and navigating the current IRS guidelines surrounding this subject matter can be unclear. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman State and Local Tax (SALT) Practice Principal Jaime Reichardt from our Philadelphia office to discuss pass-through entity taxes at the state level and why more states are adopting this new regime. They also explore some of the nuances and considerations which pass-through entities and their owners or officers should consider before making a decision to elect into these new taxes, including tax savings, administrative costs, and how other states will treat these new taxes. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

There has been significant misinformation on cryptocurrency tax rules among the general public. In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Partner Mark DiMichael to discuss this hot new topic. Mark discusses the IRS guidance (and lack thereof), IRS enforcement efforts, and practical considerations for tracking gains and losses. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Manager Debra Tierney to discuss research & development(R&D) tax credits. With the passing of the 2015 PATH Act, R&D Credits became a permanent addition to the IRS tax code, and are beneficial to many industries and types of entities. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Partner Ronald Hegt and State and Local Tax Practice Leader David Seiden to discuss the individual tax provisions of the American Rescue Plan Act of 2021 (ARPA) including the new stimulus checks, reduced taxation on unemployment compensation, and increased credits. They also cover the May 17 extension for individual returns and the impact of these changes on state income taxation. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Manager Liz D'Amore to discuss the Corporate Transparency Act (CTA). In January, the CTA was enacted as part of the National Defense Authorization Act for Fiscal Year 2021. The CTA requires reporting a corporation or LLC’s direct or indirect individual owners to FinCEN likely by the beginning of 2022. Its purpose is to remedy what Congress believes are individuals using corporate structures to participate in various illegal activities such as money laundering, tax evasion, terrorism, and other national security threats. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Director Jeff Rogers to provide an overview of the Employee Retention Credit(ERC)and a comparison of the 2020 and 2021 version, which was introduced as part of the Consolidated Appropriations Act of 2021 in December. They identify a time sensitive opportunity and discuss the manner in which some practical challenges in calculating the credit were addressed by the recently issued Notice 2021-20. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman State and Local Tax Principal Jaime Reichardt for a brief discussion on different state approaches to taxing PPP loan forgiveness and permitting related deductions. They also cover the emergence of pass-through entity taxes in the state tax arena, including why they were developed, how they are structured, and various complicated compliance and planning issues that may arise. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman International Tax Manager Liz D'Amore to discuss some of the final regulations for section 163(j), which provides a taxpayer limitation on the amount of business interest allowed as a deduction in the current taxable year. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Partner Michael Kline to discuss the tax provisions of the Consolidated Appropriations Act of 2021. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Partner Michael Kline to discuss the tax provisions of the Consolidated Appropriations Act of 2021. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Tax Partner Ronald Hegt, Tax Partner Pat Daly, Tax Partner and Trust & Estate Services Practice Leader Howard Klein, and Tax Partner and International Tax Practice Leader Leon Dutkiewicz to discuss key tax considerations for 2020 year-end planning for both businesses and individuals. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Partner Mitzi Keating to discuss the current status of the PPP Loan Program and the various uncertainties surrounding the forgiveness of a PPP loan. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Partner Paul LiRosi to discuss the deferral of employment tax deposits and payments through December 31, 2020, as laid out in the CARES Act. The Coronavirus, Aid, Relief and Economic Security Act, also known was the CARES Act, allows employers to defer the deposit and payment of the employer's share of Social Security taxes. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Partner and Trust and Estate Practice Leader Howard Klein to discuss business succession planning strategies. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

In this episode of Taxes in Ten, Joe Bublé is joined by Citrin Cooperman Partner and State and Local Tax (SALT) Practice Leader David Seiden. The podcast discusses the potential cost of being a dual resident. While most people thought the pandemic trend of moving out-of-state was going to be temporary, months later many people are seriously considering staying where they are for the remainder of the year. Since historically most of these people never spent more than 30-60 days in a given year in their second home, the thought of being required to pay state income tax to two states as a resident was never considered – until now. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

On this episode of Taxes in Ten, host Joe Bublé is joined by Citrin Cooperman Partner Howard Klein to discuss basic estate planning and the current climate for estate planning- the perfect storm and the perfect opportunity. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

On this episode of Taxes in Ten, host Joe Bublé is joined by Citrin Cooperman Partner Ron Hegt to discuss required minimum distribution (RMD) waivers, single member deferred benefit plans, and loan provisions created by the CARES Act. Taxes in 10 brought to you by Citrin Cooperman. Learn more Citrin Cooperman at www.citrincooperman.com/ Learn more about our host Joe Bublé here: https://www.citrincooperman.com/professionals/joe-buble Questions? Email us at Taxesin10@citrincooperman.com

On this Taxes in Ten podcast, Mitzi Hollenbeck discusses the provisions of the recently enacted Payroll Protection Program Flexibility Act, as well as other recent developments of the PPP Loan Program. Taxes in 10 brought to you by Citrin Cooperman. Learn more at https://www.citrincooperman.com/ Questions? Email us at Taxesin10@citrincooperman.com Get in touch with our host, Joe Buble, at joeb@citrincooperman.com

Joe Bublé and Partner Paul Dailey discuss foreign derived intangible income or FDII in this episode of Taxes in 10, brought to you by Citrin Cooperman

In this episode, Joe Bublé is joined by Partner Paul Dailey, to get the latest on global intangible low-taxed income (GILTI). Brought to you by Citrin Cooperman.

Joe Buble is joined by Citrin Cooperman Partner Allison Brack to find out what options taxpayers have when it comes to qualified improvement property.

Citrin Cooperman Partner Michael Kline joins Taxes in 10 Host Joe Buble to talk about how the Tax Cares and Jobs Act (TCJA) and CARES Act changed business interest expense limitations.

Host Joe Buble is joined by Citrin Cooperman Partner Paul Dailey to discuss the 962 Election.

In this episode of Taxes in 10, Joe Buble is joined by Mitzi Hollenbeck, partner at Citrin Cooperman and leader of the firm's Cannabis Practice, to discuss the CARES Act Paycheck Protection Program (PPP).

In this episode, Joe Buble is joined by Ron Hegt, partner in Citrin Cooperman's Tax Practice. They discuss the individual tax provisions of the CARES Act.

In this episode, Joe Buble is joined by Paul Dailey, partner in Citrin Cooperman's Tax Practice. They discuss The Families First Coronavirus Response Act.

In this episode, Joe Buble is joined by Andy Tarquinio, partner in Citrin Cooperman's Tax Practice. They discuss the business tax provisions of the CARES Act.

In our third episode, Joe Buble is joined by David Seiden and Eugene Ruvere, tax partners in our State and Local Tax (SALT) Practice, where they discuss what it really means to move to a new state for income tax purposes, which includes the following topics: How are people reacting to the TCJA with regards to state income taxes? How difficult is it to relocate for tax purposes? What does it really meant to domicile in a state?

In our second episode, Citrin Cooperman's Tax Practice Leader Joe Buble is joined by Ronald Hegt, a tax partner from our White Plains office, where they continue the discussion on Year-End Tax Planning, which includes the following topics: Basic tax planning for flow-through entities Tips for individuals and their portfolios Tax planning for year-end gifting

In our first episode, Citrin Cooperman’s High Net Worth Individuals practice leader Pat Daly joins Tax Practice Leader Joe Buble as they talk about Year-End Tax Planning for Individuals. Their conversation touches on: The changes to the mortgage interest expense deduction Planning strategies with the new state and local tax deduction cap Changes to charitable deductions