BREAKFAST EVENTS: Transactional Advisory Support Breakfast  on Tuesday, April 29th at our Fairfield office Phil Drudy and Daniel Kruesi will be giving a presentation on "Changes in Accounting Methods" Free CPE will be provided Invite your colleagues!   Transactional Advisory Support Breakfast  on Wednesday, April 30th at our Red Bank office Phil Drudy and Daniel Kruesi will be giving […]

Please join us for a breakfast seminar on year- end planning for the new net investment excise tax for 3.8% We will offer CPE. Invite your colleagues! Presentation will be given by our Head of the Tax Department, Phil Drudy and Tax Manager, Dan Kruesi.   When: Thursday, December 5, 2013 Time: 8:00 AM to 9:00 AM […]

One year and a few weeks ago Hurricane Sandy made landfall in New Jersey leaving destruction in its path. According to the Federal Emergency management agency: …Approximately 72,000 homes and business in New Jersey were damaged or destroyed by the storm, with over 40,000 of the buildings affected being in Ocean County…507 buildings were destroyed, […]

National trends may not be terribly positive but The Star-Ledger reports New Jersey’s commercial real estate market is coming out of its slump. Quoting Kevin Thorpe the chief economist of Cassidy Turley, who noted that vacancies are down to just over 15 percent and “…North and Central Jersey markets rank among the top 10 nationally […]

A business owner can expect to sell their company once, possibly twice, in their lives. As with most things done infrequently, it is hard to be successful and upwards of 75 percent of business owners who sell have ‘seller’s remorse.’ The remorse comes from not understanding all the options, misjudging the value of their business […]

The New York Department of Taxation and Finance has issued a property tax document that summarizes the Superstorm Sandy assessment relief legislation. Enactment of the legislation was reported previously. (TAXDAY, 2013/10/28, S.11) The legislation allows taxing jurisdictions to provide relief to property owners for damage to the improvements on property caused by Superstorm Sandy (i.e., […]

JOIN US AT OUR RED BANK NETWORKING GET-TOGETHER When: Tuesday, November 19, 2013 Where:  331 Newman Springs Road, Building I, Fourth Floor, Red Bank, NJ 07701 Time: 6:00pm – 8:00pm Serving Wine & Light Fare Please RSVP to mwolf@smolin.com

The president and lawmakers continued to meet to try and reach agreement on how to end the government shutdown and also raise the debt ceiling to avoid defaulting on government obligations. Treasury Secretary Jack Lew discussed the necessity of raising the debt limit at a Senate Finance Committee hearing on October 10, noting that, if […]

Takeaway: Economic Value is a great tool to ensure your private company can deliver you market rate or above returns.  Sadly, it is not broadly utilized by private companies. About EPI The Exit Planning Institute® (EPI) is an international membership organization serving the educational and resource needs of the exit planning profession. Formed in 2005 to […]