Our review of October 2023 includes excessive rollovers by the late actor James Caan. (Since when did Sonny Corleone resort to the courts?)
Other featured cases that will be discussed look at whether foreign taxes can offset the Net Investment Income Tax (NIIT) and whether a taxpayer can be penalized if the preparer neglects to e-file a return.
As chair of the firm’s tax practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions, and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment, and personal attention to help solve his clients’ tax, estate, and business matters.