Isdaner & Company, LLC

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Bala Cynwyd, PA
Isdaner & Company, LLC

Our accounting firm's founding goal was to offer specialized individualized attention to clients.

05/27/2026

What tax documents should you keep and what can you toss? The general rule for retaining federal tax records is to retain them for at least three years. Keep your real estate records for as long as you own the property, plus three years after you dispose of it and report the transaction on your tax return. For more info on what documents to keep and what to toss, read the full article on our website https://www.isdanerllc.com/records-retention-what-to-keep-what-to-toss-and-why-it-matters/

05/20/2026

Are you liable for the alternative minimum tax? Here is what you need to know.

05/18/2026

Check out the May issue of Isdaner Insights. In this issue, we cover important tax deadlines for 2026, FAQs about the research credit and other tax related matters. https://www.toplinecontentmarketing.com/n.cfm/page/e116/key/457647989G2367J3684230N9N229089/

05/14/2026

It may be beneficial to make Roth contributions to your 401 (k). These contributions are made on an after-tax basis so they don't reduce your taxable income. However, the earnings in your Roth account accumulate tax-free so when you are ready to withdraw funds from this account, there are no taxes. https://www.isdanerllc.com/exploring-whether-to-make-roth-contributions-to-your-401k/

05/12/2026

Family businesses are so important to the economy. Some of the biggest companies in the U.S. are family owned. Most family owned businesses want to transfer ownership to the next generation but unfortunately many don't have a succession plan.

05/06/2026

The One Big Beautiful Bill Act (OBBBA) made the federal income tax deduction for qualified business income (QBI) permanent. Here is the scoop on how this tax break applies to rental real estate activities. Self-employed individuals, sole proprietors, and owners of these pass through entities may be eligible to deduct as much as 20% of their QBI: partnerships, most limited liability companies and S corporations. The deduction cannot exceed 20% of the taxpayer's taxable income. For more information https://www.isdanerllc.com/claiming-the-qbi-deduction-for-rental-real-estate/

04/29/2026

Under OBBBA, certain businesses can claim 100% first year depreciation for nonresidential real estate classified as Qualified Production Property (QPP). However, this provision is only available for a limited time. This provision can accelerate depreciation deductions and may reduce tax obligations. https://www.isdanerllc.com/business-tax-update-irs-guidance-on-qpp-depreciation-rules/

04/27/2026

Income taxes are now an important focus in estate planning because of recent tax changes. One key planning area is the step-up in basis. This has an impact on the capital gains tax heirs will owe when selling inherited assets. https://www.isdanerllc.com/the-stepped-up-basis-rules-are-more-important-than-ever-in-estate-planning/

04/22/2026

Typically when you leave a job, you should roll over the balance of your employer-sponsored qualified retirement plan into an IRA. However, there are some circumstances that may challenge this strategy. https://www.isdanerllc.com/leaving-your-job-how-to-handle-company-stock-in-your-401k/

04/20/2026

How long do you have to hold on to your tax records?

Address

One Bala Plz Ste 502
Bala Cynwyd, PA
19004

Telephone

(610) 668-4200

Website

http://www.isdanerllc.com/

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