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Edward Mendlowitz, CPA/PFS, ABV

Home /Edward Mendlowitz, CPA/PFS, ABV
Featured

ICYMI | Father and Son—a 90-Year Reflection

By  Edward Mendlowitz, CPA/PFS, ABV

January 2021 0

It was 90 years ago that my father started his first job in public accounting. When he died in 1976, I took over his practice.…

Featured

Father and Son—a 90-Year Reflection

By  Edward Mendlowitz, CPA/PFS, ABV

December 2020 0

It was 90 years ago that my father started his first job in public accounting. When he died in 1976, I took over his practice.…

Featured

Ethical Obligations and Decision-Making in Accounting: Text and Cases, Fifth Edition

Book Review

By  Edward Mendlowitz, CPA/PFS, ABV

June 2020 0

By Steven Mintz and Roselyn Morris McGraw-Hill Education, 2019, ISBN 978-1259969461, $287.30 (Hardcover) Reviewed by Edward Mendlowitz Before I begin my review of this casebook…

Featured

ICYMI | Father and Son—a 90-Year Reflection

By  Edward Mendlowitz, CPA/PFS, ABV

January 2020 0

It was 90 years ago that my father started his first job in public accounting. When he died in 1976, I took over his practice.…

Featured

Getting Started with Financial Planning

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

August 2019 0

Financial planning services can be a separate service or an add-on to tax or other services. With the Tax Cuts and Jobs Act's (TCJA) simplification…

Featured

Understanding the Duties of a Trustee in Administering a Trust

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

June 2019 0

In Brief Trusts enable individuals to ensure the financial health of loved ones long after they are gone, but only if they are properly set…

Featured

Evaluating the Financial Planning Services Business Model

Is It the Right Time to Start a Planning Practice?

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

May 2019 0

Financial planning is a generic term for all of the services that CPAs perform that deal with a client's individual wealth. It is also a…

Featured

State of the Profession 2018: Views on Practice Management

By  Edward Mendlowitz, CPA/PFS, ABV

December 2018 0

In the past year (2018), have you noticed any trends in practice at your firm/organization? For example, changing workloads; challenges in recruitment, retention, training, promotion,…

Letters to the Editor

Important Clarifications on Valuation Standards

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

March 2018 0

I read with interest the November 2017 article issue, “Helping Business Owners Understand Valuation Approaches” (Sidney Kess and Edward Mendlowitz, http://bit.ly/2BmvfQv). I congratulate the authors on…

Featured

Helping Business Owners Understand Valuation Approaches

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

December 2017 0

Individuals who own businesses frequently need to have the business valued. Sometimes it is for a specific purpose, such as for postsale retirement planning; other…

Featured

Essentials of Personal Financial Planning

By  Edward Mendlowitz, CPA/PFS, ABV

December 2017 0

Many CPAs and most tax specialists perform personal financial planning (PFP) services; the AICPA estimates that more than 100,000 of its members perform some form…

Featured

Planning and Tax Considerations for Collectibles

Assisting Hobbyists, Dealers, and Investors

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

November 2017 0

Many individuals have substantial investments in collectibles, such as art, stamps, coins, autographs, books, maps, baseball cards, glassware, antiques, gems, jewelry, or wine. The category…

Featured

Chief Value Officer: Accountants Can Save The Planet

By  Edward Mendlowitz, CPA/PFS, ABV

August 2017 0

This short book addresses the very important topic of how to save the planet, and it presents the ways in which progress on that goal…

Featured

Assisting Individuals with Charitable Legacies

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

June 2017 0

Many individuals desire to make charitable bequests but are not certain how to do so or how they work. This is an area where a…

Columns

PFP | Assisting Insolvent Clients

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

March 2017 0

It is always better, from a billings perspective, to have wealthy clients rather than poor ones. Sometimes, however, more satisfying work can be done for…

Columns

PFP | Analyzing an Investment Manager’s Proposal

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

February 2017 0

CPA financial planners frequently are asked to review proposals from investment managers. While these assignments can be challenging, the following strategies can help guide individuals…

Columns

PFP | Helping Sole Proprietors Prepare for Death or Disability

By  Jayna Wong, Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

January 2017 0

Death is unexpected for many people, but avoidable for none. Likewise, a sudden disability is never planned for. For business owners, being prepared for the…

Columns

PFP | Financial & Retirement Planning for Sole Practitioners

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

December 2016 0

Many CPAs are knowledgeable about financial planning, and they do an excellent job advising their clients. When planning for themselves, however, problems arise because many…

Columns

PFP | Using Warren Buffett’s Rules to Assist Individual Investors

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

November 2016 0

One of the functions of a CPA financial planner is to help individuals formulate an investment plan based on their long-term goals. One of the…

Columns

PFP | Preparing for a Spouse’s Death from a Financial Perspective

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

October 2016 0

No one likes to think about death, especially of a loved one, but the failure to prepare for it can be self-defeating. Preparation creates emotional…

Columns

PFP | Advisors Involved in Financial Planning

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

September 2016 0

Many CPAs perform financial planning services, as do numerous other types of professionals. This article provides an overview of different kinds of financial advisors and…

News & Views

SLT | New York State and City Prior Net Operating Loss Conversion

An Overview of a Complex Area in Recently Enacted Legislative Reform

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

June 2016 0

New York State and New York City's corporate net operating loss carryover rules have always been an area of confusion, and they have been made…

Columns

Assisting Individuals with Charitable Legacies

By  Sidney Kess, JD, LLM, CPA and Edward Mendlowitz, CPA/PFS, ABV

April 2016 0

Many individuals desire to make charitable bequests but are not certain how to do so or how they work. This is an area where a…

Featured

Treating Social Security as an Asset Class

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

February 2016 0

Instead of looking at Social Security as a government entitlement that one should start receiving as soon as eligible, one should consider it an investment…

Featured

Helping Individuals Determine Their Investment Goals

Drafting an Investment Policy Statement

By  Edward Mendlowitz, CPA/PFS, ABV and Sidney Kess, JD, LLM, CPA

January 2016 0

Many individuals are vague or unrealistic about their goals and how to achieve them. CPAs can use their “database” of knowledge of their clients and…

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Our Latest Content

  • Additional Coronavirus Relief in the Consolidated Appropriations Act of 2021 January 2021
  • CPAJ News Briefs: IASB, AICPA January 2021
  • ICYMI | Combating Implicit Bias in Accounting Education and Training January 2021
  • Advice for Retaining African American Accountants January 2021
  • The State of the Profession January 2021













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