Blog - Steiner & Wald, CPAs, LLC

The blogs were developed with the understanding that Steiner & Wald, CPAs, LLC is not rendering legal, accounting or other professional advice or opinions on specific facts or matters and recommends you consult a professional attorney, accountant, tax professional, financial advisor or other appropriate industry professional. These blogs reflect the tax law in effect as of the date the blogs were written. Some material may be affected by changes in the laws or in the interpretation of such laws. Therefore, the services of a legal or tax advisor should be sought before implementing any ideas contained in these blogs. Feel free to contact us should you wish to discuss any of these blogs in more specific detail.

Tax Planning

June 17, 2026

Demystifying like-kind exchanges

If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking about selling a property. If it has appreciated significantly, a Section 1031...

Tax Planning

June 10, 2026

The “kiddie tax” can apply long after childhood

Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they...

Tax Planning

June 4, 2026

Should you make after-tax, non-Roth 401(k) contributions?

If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If your 401(k)...

Tax Planning

May 27, 2026

Protect yourself from fraudsters impersonating the IRS and other tax scams

Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive information or...

Tax Planning

May 25, 2026

What’s a “small business,” and why does it matter?

Although your business may seem big to you, you may wonder how the government classifies it for tax purposes. If your organization qualifies as a “small business,” you may enjoy several important tax...

Tax Planning

May 17, 2026

Moving to a new state? Review the tax implications first

Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for...

Tax Planning

May 10, 2026

Cost segregation studies can reveal substantial tax savings

Businesses that own commercial real property may be sitting on an overlooked treasure chest of tax savings — and a cost segregation study can be the key to unlocking it. This is a strategic tool that...

Tax Planning

May 3, 2026

Tax mitigation strategies when rebalancing your investment portfolio

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If...

Tax Planning

April 26, 2026

Individual tax calendar: Key deadlines for the remainder of 2026

Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help you not miss any, here’s when some key tax-related...