Metz Lewis Brodman Must O’Keefe LLC’s team is growing again. The firm welcomed Greer Martin as its first Director of Business Intelligence and Lauren Maceikis as Senior Tax Manager.
Firm Attorney Mike Herzog was recently interviewed by John Shumway on KDKA-TV regarding minimizing the amount of federal tax owed on social security benefits. Read the story and watch the video.
Metz Lewis Brodman Must O’Keefe LLC is pleased to announce that Member Nick Holland will serve as Practice Group Leader for the firm’s Tax, Trusts and Estates Group. Past Practice Group Leaders [...]
One issue that is overlooked by some employers is whether a company severance plan is subject to ERISA. Determination of whether a plan is subject to ERISA is necessary for avoiding costs of [...]
Some Home Equity Interest Still Deductible Under Tax Cuts and Jobs Act
In Tax and Estate Planning PostedThe Tax Cuts and Jobs Act (TCJA) passed in December, 2017 limited the deductibility of home mortgage interest to $750,000, down from the prior limit of $1 million. At the same time, the [...]
Estates with values of less than $5.49 million that didn’t timely elect portability get temporary relief from IRS. The portability rule allows a married decedent’s unused estate tax exemption to [...]
The phase-out of Pennsylvania’s Capital Stock Tax & Franchise Tax was final as of January 1, 2016. This phase-out had been proposed for many years, however, the elimination of the tax [...]
