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Articles by Steven Packer
What's New for Tax Year 2023 (When Filing in 2024)
Not surprisingly, tax planning and compliance activities continue to increase in complexity, with no end in sight. Not only are we nearing the end of tax reporting under the Tax Cuts and Jobs Act of 2017, we have experienced a plethora of new tax legislation in the last couple of years, most notably two versions of the Secure Act and the new Corporate Transparency Act, among others, which you can read about on our publications page.
2023 Year-End Tax Planning Guide
135 Planning Tips and Tax Strategies to Consider for 2023 and 2024 2023 has quietly been a banner year for the economy. Inflation has cooled from its 2022 highs, the economy has added 2.6 million jobs through November 2023, and stocks are near all-time highs. However, many prognosticators feel that this unabated growth will inevitably slow in 2024, with a recession (or a “soft landing”) possibly looming on the horizon.
Continue to Be Very Cautious - Protect Your Personal Information and Data
Each year, we share what the IRS calls its “Dirty Dozen” list of tax scams. With the recent release of the IRS’s 2023 list, the service has confirmed that scammers continue to deploy tried and true as well as new and creative methods of social engineering in an attempt to obtain sensitive tax data, while the scammers simultaneously deploy even more sophisticated scams to dupe others.
Year-Beginning Tax Planning - Quick-Strike Tax Moves to Consider in Early 2023
While everyone thinks (or worries) about taxes when they are due, many participate in some form of year-end tax planning. Few, however participate in what we like to call “year-beginning tax planning.” We believe a more prudent approach is to create and execute a tax plan early in the year and pay attention to planning opportunities throughout the year with a final review during year-end tax planning season.
IRS Audits Resume and Targets High-Net-Worth Individuals
Commentary Well, IRS audits are back … and high-net-worth taxpayers, including lawyers and their high-wealth clients, are being specifically targeted. (l-r) Michael A. Gillen, Mary Beth Lee, and Steven M. Packer, of Duane Morris’ .tax accounting group.
2019 Year-End Tax Planning Guide | Lexology
Top Quick-Strike Strategies to Consider for Individuals and Businesses 2019 was both an interesting and challenging year in the tax world. Earlier this year, taxpayers filed hundreds of millions of 2018 returns, reflecting the first tax reporting year under the Tax Cuts and Jobs Act (TCJA) of 2017, the most sweeping tax legislation in more than 30 years.
2018 Year-End Tax Planning Guide | Lexology
Top 100 Tax Strategies to Consider It has been almost a year since passage of the most sweeping tax legislation, known as the Tax Cuts and Jobs Act (“TCJA”), in more than 30 years. This legislation represented the most comprehensive change to the tax code in a generation and greatly modified the income, estate, gift and generation-skipping taxes for individuals, businesses, estates and trusts.
Commentary: An outpouring of thanks for donation to youth mental health
When Bertie Bialek Elliott decided to generously donate a remarkable $105.8 million to Montage Health almost two weeks ago, she knew exactly where she wanted it to go — to child and adolescent mental health through the creation of an initiative called Ohana (Hawaiian for family, in the broadest sense). Elliott knew she wanted it to be transformational. And she’s already receiving indications that she chose wisely. “Mrs.
Susan Childers and Steven Packer: Access to health coverage a priority for Monterey Bay hospitals
With all the political instability in Washington, D.C., it’s difficult to know what our health care system will look like in the future. The efforts to repeal and replace the Affordable Care Act (ACA) picked up steam with Thursday’s House vote on new legislation before lawmakers left the Capitol to return to their districts for spring break.
SVMHS, CHOMP parent proud to partner on Aspire Health
It is unusual for the leaders of two distinct healthcare systems to speak with one voice and to shake hands on a partnership that will transform the way our community thinks about healthcare. The rarity of the agreement between Montage Health (parent organization of Community Hospital of the Monterey Peninsula) and Salinas Valley Memorial Healthcare System (SVMHS) is not what makes it significant, though.
Steven Packer, Pete Delgado: Joint health care venture benefits all
It is unusual for the leaders of two distinct health care systems to speak with one voice and to shake hands on a partnership that will transform the way our community thinks about health care. The rarity of the agreement between Montage Health (parent organization of Community Hospital of the Monterey Peninsula) and Salinas Valley Memorial Healthcare System (SVMHS) is not what makes it significant, though.
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