BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. Bitcoin has been around for nearly a decade. But the tax rules related to “virtual currency” are still evolving. In fact, some Bitcoin investors may be in for a surprise when they file their 2017 returns. Tax matters will become even more complicated for 2018 returns because […]
BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. Most 401(k) plans permit hardship withdrawals, though plan sponsors aren’t required to allow them. Currently employees seeking to take money out of their 401(k) accounts are limited to the funds they contributed to the accounts themselves, and only after they’ve first taken a loan from the same […]
BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. LLC A set of reminders for your 2017 individual return as the deadline nears: The filing due date is April 17 this year because April 15 is on a Sunday and Washington, D.C., observes its Emancipation Day holiday on April 16. There are a few ways to get a six-month extension if you […]
BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman and Co. The Tax Cuts and Jobs Act (TCJA) made significant changes to the child credit. This credit is generally available to taxpayers with children under the age of 17, but the new law adds a new (smaller) credit for other dependents. Here are the details. Old Rules – Under […]
An innovator in computer synthesized 3D tissue analysis for the early detection and surveillance of Barrett’s esophagus, CDx appointed Jimmy Cerveaux as Chief Financial Officer and Jerry Conway as Executive Vice President of Managed Care, respectively. Jimmy Cerveaux brings C-level executive experience He co-founded, led and sold Unicity Eldercare, a successful 150 employee healthcare company […]
GARNER Arts Center announced the promotion of Christine Olivier to the position of executive director. Olivier respectfully assumed the position when the organization’s first executive director, James Tyler, moved into a role as a member of the Board of Directors. Olivier served as program director for GARNER Arts Center since July, 2015. Robin Rosenberg, founder and President […]