Published Articles

2018

Mark Hamilton, Esq. and Alex Nahoum, EA, FCA, MAAA, “Qualified Retirement Plan Design in the New World.” Alert to Accountants and Financial Planners, November, 2018

Mark Hamilton, Esq. and Alex Nahoum, EA, FCA, MAAA,“Find out how small business owners can maximize their “qualified business income” (QBI) deduction under the Tax Cuts and Jobs Act through a qualified retirement plan.” Reprinted with permission from: The Tax Advisor – Tax Insider, ©2018 AICPA, July, 2018

Mark Hamilton, Esq. and Alex Nahoum, EA, FCA, MAAA,“Using a Qualified Retirement Plan to Maximize Your Qualified Business Income Deduction Under the New Tax Law”, January, 2018

Michael Markhoff , Esq,“Estate and Gift Taxes Under the 2018 Tax Law” Client Alert, January, 2018

2017

Andrew Roth , Esq,“Qualified Retirement Plan Designs for Law Firms” Reprinted with permission from: New York State Bar Association Journal, September 2017, Vol. 89, No. 7, One Elk Street, Albany, NY 12207

Andrew Roth , Esq,“Qualified Retirement Plan Design for Closely Held Businesses,” TaxStringer, New York State Society of CPAs, May 1, 2017

Jay Fenster , Esq, and Mark Hamilton, Esq., “IRS Clarifies Substantiation of 401(k) Plan Hardship Distributions” Client Alert, March, 2017

Michael Markhoff, "Fair is Fair: Transitioning the Closely Held Business to the Actively Employed Child", Bloomberg BNA Tax Management Memorandum (March, 2017)