top of page


As a service to our clients, we offer this monthly CPA Client Bulletin which offers tax advice, business and planning strategies to assist you in making financial decisions and keep you informed of the ever changing financial world.  Should you wish to discuss any items within these bulletins, please feel free to contact us.

June 2019

​What's Inside?

        - Mid-Year Tax Planning

        - How IRAs Affect Medicaid Planning

        - New Rules For Business Travel Deductions


May 2019

​What's Inside?

        - Using The 0% Tax Rate

        - Working Around The New "Kiddie Tax"

        - Final Regulations Clarify IRC Section 199A


April 2019

​What's Inside?

        - The Standard Deduction's Double Standard

        - Homeowner's Insurance Protects a Prime Asset

        - Roth Solo 401(k)s for (very) Small Businesses


March 2019

​What's Inside?

        - The New Math of Municipal Bonds

        - Handling Qualified Charitable Contributions

        - Deducting Qualified Business Income


February 2019

CPA Client Bulletin

​What's Inside?

        - Putting Stock Market Volatility in Perspective

        - Making Stock Sales Less Taxing

        - New Tax Law Enhances the Appeal of C Corporations


January 2019

CPA Client Bulletin

​What's Inside?

        - Double (and triple) IRA Season is Here

        - Drive Cautiously...But Carry Ample Auto Insurance

        - IRS Says Business Meal Deductions Still Apply


This CPA Client Bulletin is provided by James P. Moscato, CPA to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Bulletin and reserves all rights.  Permission is required for any further redistribution or reuse of this content.  Please direct any such inquiries to

bottom of page