Personal

Tax considerations are behind nearly every major personal financial decision. The tax code can impact your investment choices, retirement planning strategies, estate planning considerations, and much more. To put it simply, taxes have a significant impact on your family’s financial situation today and into the future.

You can count on our team to take the time to listen and learn about your current financial goals and your long-term objectives. Rather than simply preparing your tax return, we advise you on strategies to manage your financial goals and increase your wealth.

We provide a complete range of services, including:

  • Tax planning and compliance
  • Tax controversy representation
  • Personal financial planning
  • Retirement planning
  • Education funding guidance
  • Preparation of personal financial statements
  • Estate, gift, and trust strategies
  • Philanthropic strategies
  • Asset protection
  • Estate administration

If you’re a business owner or executive, we can also provide guidance on interconnected corporate and personal tax matters.

Blog

Moving Overseas? Three Tax Tips for U.S. Expatriates

Emigration tax is a tax on expatriates, or those who ceases to be a tax resident in that country.... more
December 12, 2017
  • By:
  • Aronson
Blog

5 Tips That Will Make Tax Filing Easier For You and Your Accountant

The 2018 tax season is quickly approaching. There are many ways taxpayers can start to prepare now... more
December 15, 2017
Blog

5 Questions Dentists Should Ask Their CPA

In light of the recent tax law changes, a result of the enactment of the Tax Cuts and Jobs Act of... more
Blog

IRS Adds More Compliance Campaigns

In the IRS’ effort to continue its shift toward issue-based examinations, the IRS has announced... more
Blog

Tax Reform 2.0 and a New Culture Envisioned for Future Tax Reform

It has only been six months since the enactment of the Tax Cuts and Jobs Act, but another tax... more
Blog

New Jersey’s Budget Agreement Brings Sweeping Changes to Corporate Business Taxes

On July 1, 2018, New Jersey Governor Phil Murphy and the state's legislature reached a budget... more
Blog

Sneak Preview of 2018 1040 “Postcard”

A draft version of the 2018 Form 1040 and related schedules were recently released by Thompson... more
Blog

Supreme Court Eliminates “Judicially Created Tax Shelter”

On June 21, the U.S. Supreme Court issued its long-awaited decision in South Dakota vs. Wayfair,... more

Industries

We have your personal tax needs covered. Learn more about our industry specialties.