Tax Year 2017 & LODI - IRS Notices

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As predicted, FDNY members who had LODI in 2017 are receiving…

NYC Deferred Comp "Advice"

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NYC Deferred Comp participants should get a second opinion regarding…

NYS: 529 Plans & Alimony

NYS has decided to not follow the changes made by the Tax Cuts…

Union Dues Tax Deductible for NYS, Sort of

On May 5th, 2017, Governor Cuomo signed new legislation that…

Online Tax Preparation Appointment Scheduler

The Thomann Tax online appointment scheduler is available. …

Part 3: Taxation of FDNY-NYPD 3/4 Pensions

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To understand this issue/discrepancy, ADR recipients need to…

NYS Decouples from TCJA

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The upcoming tax season is going to be very interesting.  NYS…

No Longer Tax Deductible List

The Tax Cuts & Jobs Act of 2017 eliminated the tax deductibility…

2019 Contribution Limits for Retirement Plans

The IRS has issued the 2019 contribution limits for retirement…

Part 2: Taxation of FDNY-NYPD 3/4 Pensions

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The following is an example based on actual numbers of a Thomann…