17
Jun
Meet Louis Plung & Company’s Summer 2025 Interns
Louis Plung & Company welcomed 5 interns to our team this summer – three to
26
Mar
Donor-Advised Funds vs. Private Foundations: Which One is Right for You
Jaime Aulicino, EA [email protected] When it comes to charitable giving, there are many ways one
05
Feb
Family Limited Partnerships and Building Generational Wealth
Brad Shermeto, CPA, CFP [email protected] What is a Family Limited Partnership or FLP? A Family
28
Jan
Gift Tax Issues for 2025: Key Tax Law Changes
Jason Winter, JD, EA [email protected] The federal gift tax is imposed on the transfer of
05
Dec
Maximize Your Returns: A Savvy Guide to Year-End Tax Planning
Francisco Pedrozo [email protected] As we approach the year’s end, it is time to finish strategizing
02
Dec
Choosing the Right Business Entity: A Look at Tax Implications and More
Karima ElKis, CPA [email protected] There are many things to consider when starting a business. One
18
Nov
What a Trump Presidency Means for Your Taxes
Matthew [email protected] On Tuesday, November 5th, 2024, millions of Americans cast their votes for the
28
Oct
Louis Plung Family Advisory Services| An Introduction
Contributions Made by Jaime Aulicino, Martin Dekker, Brad Shermeto, and Jason Winter Introduction Louis Plung
09
Jul
Beyond the Grave: How Death Taxes Impact Your Estate Planning
Jaime Aulicino, EA [email protected] When the only things certain in life are death and taxes,
23
May
Navigating Inherited IRAs: How the New IRS Notice Could Benefit You
Brad Shermeto, CPA, CFP [email protected] Spring of 2024 brought good news for beneficiaries of inherited
17
May
What is Your Business Worth? An Insight into Business Valuation
Matt Goss, CPA/ABV [email protected] As a business owner, you’ve likely invested significant time, effort, and
30
Apr
Getting the Most out of Your Home: Tax Benefits You Might Be Missing
Jaime Aulicino, EA [email protected] Owning a home is part of the American Dream for many
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