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The New Year brought the appointment of three new Partners to the leadership roster at Daszkal Bolton LLP for 2013. All are long tenured employees of Daszkal Bolton and each has served as Principal for the prior two years.  Sanford…

What’s UP with UTP? Here’s what’s new with Schedule UTP: The asset threshold for filing Schedule UTP drops from $100 to $50 million beginning with the 2012 tax year and to $10 million in 2014. Many more Daszkal Bolton clients…

The “American Taxpayer Relief Act” (ATRA) was a stop-gap measure that raised rates on the wealthy, extended unemployment benefits, and averted a sweeping round of tax increases and government spending cuts. This New Year’s tax compromise includes provisions likely to…

Tax planning will be challenging ahead, with expiring provisions leading to uncertain future rates and a deadlocked Congress leaving us with little in the way of legislative expectations. Usually we use the last few months of the year to help…

It is common knowledge that no matter who wins the Presidential election, tax rates will be changing in 2013.  Where they will go, no one knows, not even the legislators who will be making the decisions can predict.  Even if…

Most of us are aware that the current interest rates on residential mortgages are at all-time lows. However, there are still many qualified borrowers who have yet to take advantage of these rates to refinance their existing mortgage and derive the…

Boca Raton, Florida – July 13, 2012 – Jennifer Lynch Ridgely, has been named Principal-in-Charge of Family Office Services at the regional accounting firm of Daszkal Bolton. Jennifer will be headquartered in Daszkal Bolton’s Jupiter office, and serve clients throughout…

When “creativity is your specialty” the pressure is always on to do something unique for each customer. Client Luke Freeman, and his specialty products company, Wizard Creations, gives every customer not only extraordinary products but exceptional service. Dedication to the…

Are you a high net worth individual frustrated by the complex web of financial compliance your wealth has generated? Is your high net worth family confused about how to handle the unique issues your wealth creates? Do you need help…

Due to the uncertainty over future tax rates for individuals and businesses, Daszkal Bolton has compiled a mid-year list of top tax areas taxpayers should be considering that might help put them in a better position when filing their tax…