Reporting on Foreign Accounts & Understanding Donor Advised Funds (DAF)

We’re delighted to introduce you to our new monthly newsletter, “Gerstein's Tax Insights.”

In this newsletter, you'll find helpful tips and ideas for minimizing your tax obligations and maximizing your savings. This first issue recaps a recent Supreme Court decision that impacts anyone with foreign-bank accounts or assets. We also feature a review of donor-advised funds and how to use them for your best tax advantage.