/Jerry Kahn
About Jerry Kahn
Jerrold (Jerry) Kahn, CPA, MST is a Principal at Gumbiner Savett Inc. who specializes in helping clients in the areas of investment analysis, tax planning, tax compliance, and wealth transfers. His clients include closely-held businesses and high net worth individuals and families involved in industries such as manufacturing, distribution, and real estate.

Tax Benefits of Alternative Fuel Vehicle Refueling Property

By |2020-03-04T19:27:14+00:00December 12th, 2019|Categories: Blog|Tags: , , , |

Once upon a time, any “hybrid vehicle” would qualify the owner for a generous income tax credit and give the owner authorization to drive in carpool lane without a passenger, without fear of getting a ticket. Current Tax Benefits But now in 2019, in order to get both of these favorable benefits, the owner [...]

Important Tax Aspects to Mutual Fund Investing

By |2017-05-24T13:42:23+00:00July 14th, 2014|Categories: Tax Planning|Tags: , , , , , |

Many investors, including some novices, have a good understanding of what mutual funds are and how they work. However, the tax implications of these funds may baffle even sophisticated investors. One such baffling implication is that you might owe tax in a year in which you did virtually nothing except watch your account grow. What [...]

Six Questions to Ask Before Borrowing Money From Your Closely Held Corporation

By |2017-05-24T13:42:23+00:00July 7th, 2014|Categories: Business Advice|Tags: , , , , , |

Borrowing from your closely held corporation may seem simple, but without proper planning it can be painfully expensive. The IRS often reviews such loans to determine if they’re merely disguised cash withdrawals. For example, the IRS may retroactively  treat an improperly structured loan as a dividend, which would be taxable to you and not deductible [...]

10 Ways to Prepare for Retirement at Any Age

By |2017-05-24T13:42:24+00:00May 21st, 2014|Categories: Articles, Estate & Trusts, Succession Planning, Tax Planning|Tags: , , , , , , , , |

When should you start planning for retirement? Many people start saving in their 20’s but it is never too early or too late to start. Fortunately the tax law provides subsidies to help people save for retirement. Below are 10 ideas for you to consider as you are either starting your journey, towards the end, [...]

Be Careful With Your S Corp. Status

By |2017-05-24T13:42:32+00:00August 21st, 2013|Categories: Articles, Audit & Accounting, Business Advice|Tags: , , , |

Most S Corp. owners realize there are some challenges that must be considered in order to maintain their S-election. I have focused on corporations that have been treated as S corporations effectively since formation in this article.  The S Corporation election can be inadvertently terminated in several ways. But with some preplanning and some prompt action [...]

Tax Benefits of Alternative Fuel Vehicle Refueling Property

By |2017-05-24T13:42:33+00:00May 28th, 2013|Categories: Articles, Business Advice, Tax Planning|Tags: , , , , , , |

A few years ago a “hybrid vehicle” would qualify the owner for an income tax credit and give the owner authorization to drive in the carpool lane without a passenger, without fear of getting a ticket. Current Tax Benefits But now in 2013, in order to get both of these favorable benefits, the owner of [...]

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