Tax Planning

Regard Roth conversions carefully

April 25, 2018

The article “Rethinking Retirement Contributions” explains why the new TCJA devalues putting money into traditional tax-deferred plans and favors Roth versions. Does…read more

Win With a Roth IRA Reversal

January 24, 2018

IRAs mainly come in two broad categories: traditional and Roth. Traditional IRAs may be funded with pre-tax or after-tax dollars and are…read more

Year-End Business Tax Planning

January 5, 2018

IRC Section 179 permits “expensing,” or first-year tax deduction, of outlays for business equipment that otherwise would be recovered through depreciation over…read more

Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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