Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

Future VC Equity Contracts Anything But Simple For Taxes

Originally published in Financial Advisor Magazine. A simple agreement for future equity (SAFE) is a contract between an investor and a company that provides rights to the venture capital investor for equity down the road. Interested clients need to know that,...
Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

The top two challenges for tax pros in 2023

Originally published in Accounting Today. ax preparers say the biggest challenges for their practices in the second half of 2023 come down to two words, both of which the industry expected to be a nagging concern. Again. “Our biggest challenges continue to be...
Stephano Slack Establishes Tri-State Footprint With Merger of New Jersey-Based Morgenstern Waxman Ellershaw, LLC

4 HSA Tax and Retirement Secrets You Need To Know

A new research report from the Employee Benefit Research Institute found that most Americans: Contribute less than the maximum allowable amount to their HSA Maintain a modest balance Do not invest the money Do not take advantage of inherent tax benefits of their HSA...
The Key Tax Changes for the 2021 Tax Year

The Key Tax Changes for the 2021 Tax Year

Another pandemic year has led to significant tax law changes for the 2021 tax season. Here’s a brief rundown of the major developments. The American Rescue Plan (ARP) Act The American Rescue Plan Act, the $1.9 trillion COVID relief package signed by President...
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