Private Client Services

New Jersey Legislature Passes Bill to Eliminate Estate Tax

To view a more recent update on New Jersey’s estate tax, please click here. The New Jersey Legislature voted this past Friday, October 7, 2016, to repeal the state’s estate tax, as part of a deal that included a gasoline tax increase of 23 cents per gallon.  The current $675,000 estate tax exemption will increase to […]

New Jersey’s Estate Tax Repealed

As reported in our previous alert, it was expected that Governor Chris Christie would sign into law a bill that would repeal the New Jersey estate tax and on  October 14th, he did just that. This new law also increases the New Jersey gas tax, increases the pension and retirement income exclusion, reduces the New […]

Two Timely Elections Trustees and Executors Should Consider Now

Trustees and executors have the ability to make certain elections on or before March 7, 2016 that could affect 2015 tax returns both for the trusts and estates for which they are fiduciaries as well as the beneficiaries of those trusts and estates. Election to Treat Distributions as Made in the Prior Tax Year A […]

Tips for Fast-Growing Companies: From Technology to Talent

We asked our experts for their top three pieces of advice for fast-growing businesses and they answered. In this video, WeiserMazars Consulting Partner, Michael Flagiello, discusses the important of a technology strategy, recruiting top talent, and surrounding yourself with talent. Watch the video now to learn more!

Hot Topics: Tax Technology

In this video, we explore Tax Technology through a discussion of the four major factors that force tax executives to work too reactively, the impact of taxes on profitability, client successes and much more.