Levine Jacobs & Company

04/29/2020

In these turbulent economic times, collectibles and gold bring tax implications. Check out Michael Karu's advice below!

It's not always clear whether something is a collectible under IRS rules.

04/22/2020

Michael Karu clarifies the tax implications to selling homes outside of New Jersey.

When you inherit a home, there are several taxes to consider.

04/15/2020

Do you know how to get proper credit for your estimated tax payments? Michael Karu explains the complications for spouses below!

When you file separately, you have to tell the IRS who gets credit for what.

03/06/2020

Please join us in congratulating Biana Mester, Maria Lopez, and Kathie Meller on their recent promotions!

For details please see our press release:

https://www.1888pressrelease.com/levine-jacobs-company-llc-announces-key-employee-promot-pr-670545.html

02/26/2020

Michael Karu, CPA, explains what to do when you make a profit from selling a house in NJ while living elsewhere. Take a look below!

You have to pay taxes on profit from an investment property.

02/24/2020

Do you use To-Do lists or not?

Tim Shore explains the importance of lists in this week's "Lessons from experience"

What They Don’t Teach You In Business School: Lessons From Experience Many of us have been trained to have some sort of a to-do list to get through life in an organized fashion. Unlike Shakespeare who only had to wrestle with, “To be or not to be: that is the question,” in today’s fast-paced...

02/06/2020

Saving for retirement can be tricky but Michael Karu, CPA/CFF, recently gave some advice on 401K contributions. Check it out here!

There's not much time left to make changes for 2019.

02/05/2020

Get to know one of our partners Kim Forrester and learn some tax tips along the way on the "Wise Women at Work" podcast!

Kim Forrester, CPA, didn’t start out to be a trailblazer; but as the first female partner at her accounting firm, Levine Jacobs and Company, she is a role model for women coming up the ranks in accounting.

02/04/2020

Have you ever wondered what tax you'll be facing when you reach retirement?

Charles Ott, CPA/MBA, is here to help!

If you earn less than $100,000, you can qualify for the pension exclusion.

01/30/2020

Our Co-Managing Partner, Tim Shore, has published an article we think you would like to read. Check it out!

What They Don’t Teach You In Business School: Lessons From Experience Tax season is one of the most physically and mentally stressful times in the life of any public accountant. The hours are unlimited and the work is relentless.

01/21/2020

LIVINGSTON, NJ — Charles Ott, CPA/MBA, a co-managing member at Levine, Jacobs & Company, LLC in Livingston, was recently highlighted by a New Jersey-based news provider, where he discussed a reader’s question about “Roth accounts” and whether the state would be likely to give the reader “...

12/23/2019

What They Don't Teach You In Business School: Lessons From Experience

Written by Tim Shore, Co-Managing Member of Levine Jacobs & Company.

-So Many Lessons – Past, Present and Future - Here we are at the end of 2019! This is a time for both serious reflection and renewed optimism for new beginnings and new lessons to learn. It’s time to get in the spirit! Speaking of spirits, let’s say for a moment that, as you slept, the Ghost o...