by Fishman, Block + Diamond, LLP | Nov 21, 2022 | Security
Fishman, Block + Diamond, LLP (“FBD”) has made a strong and proactive commitment to information security in order to protect the sensitive information of our company, and that of our clients. This document explains the specific actions that we have implemented, and we...
by Fishman, Block + Diamond, LLP | Nov 4, 2022 | Client Memo
A Section 1031 exchange (also known as a like-kind exchange) allows commercial or investment real estate owners to avoid capital gains tax when selling the property by swapping qualifying properties. This article notes that recent legislation has cracked down on Sec....
by Fishman, Block + Diamond, LLP | Nov 4, 2022 | Client Memo
Even though the overall IRS audit rate is currently low historically, it’s expected to increase as a result of provisions in the Inflation Reduction Act signed into law in August. So it’s more important than ever for taxpayers to follow the rules to minimize their...
by Fishman, Block + Diamond, LLP | Nov 4, 2022 | Client Memo
Those who have money invested in the stock market are well aware of potential volatility. Needless to say, this volatility can affect a person’s net worth. Something many investors might not think about is the potential effect on estate tax liability. Specifically, if...
by Fishman, Block + Diamond, LLP | Nov 4, 2022 | Client Memo
If you’re thinking about selling your home, it’s important to determine whether you qualify for the home sale gain exclusion. The exclusion is one of the most generous tax breaks in the tax code, so be sure to review its requirements before you sell. Exclusion...
