Download PDF Little things mean a lot. This holds true not just in the context of being nice and appreciative to people (although that is very important), but also in the greater systems such as the capital markets. Much of the commentary we [...]

Thank you very much to all of our clients who have completed the 2010 Tax Season Client Survey. Key findings from the survey show that 98.8% of our clients rated the quality of our service as “Excellent” or “Good,” with 81.7% of the ratings [...]

On April 5, 2011, the Senate approved the “Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011” (“the Act”), which was passed by the House of Representatives in March. The Act retroactively repeals expanded 1099 reporting requirements that were enacted [...]

If you are a U.S. citizen or resident and the value of aggregate foreign gifts that you receive during any tax year exceeds a certain threshold, you must report each foreign gift to the IRS. A “foreign gift” is any amount you receive from [...]

Two major tax and information reporting deadlines are fast approaching in the month of June. June 15th - Individual Income Tax Filing Deadline for some taxpayers June 15th is the federal individual income tax filing deadline for some U.S. citizens and residents and nonresident [...]

Download PDF “If we had no winter, the spring would not be so pleasant; if we did not sometimes taste of adversity, prosperity would not be so welcome.” – Anne Bradstreet Is springtime everyone’s favorite season? There is something refreshing and reassuring in [...]

 Click here to download the article On February 8, 2011, the IRS announced a second amnesty program relating to undisclosed foreign accounts. The “2011 Offshore Voluntary Disclosure Initiative” (“2011 OVDI”) is designed to bring hidden offshore financial accounts and assets back into the U.S. tax system [...]

 Click here to download the article The Foreign Account Tax Compliance Act (FATCA, “the Act”) (which was part of the HIRE Act passed in 2010) contains a number of provisions that are intended to make it more difficult for U.S. taxpayers to use foreign [...]

Download PDF “Another year over and a new one just begun…” – John Lennon (1940-1980) Turning the calendar page to a new year brings feelings of rebirth, resolution and redemption to many people. In the investment business, the end of the year marks [...]

The Wolf Group's Tax Services Director, Len Wolf, and Wealth Management Director, Bob Len, attended Nexia International's annual conference in Dubai, UAE, from November 10th to 13th. The Wolf Group is an active member of Nexia International, the 10th largest global network of independent [...]