INDUSTRY:

Foundations & Trusts

Roth & Co.'s not-for-profit team can help your foundation make the most of its endowments, so that you can reach your full potential. We will guide you on a full range of financial matters, with a dedicated team equipped with industry-specific expertise to help you improve effectiveness, reduce risk and streamline processes.

Get in touch with a Foundations & Trusts Specialist

Zacharia Waxler

Zacharia Waxler, CPA

Co-Managing Partner

718.975.5306

zwaxler@rothcocpa.com

OUR TAKE

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October 16, 2017

“Bunching” Medical Expenses May be a Tax-Smart Strategy in 2017

Various limits apply to most tax deductions, and one type of limit is a “floor,” which means expenses are deductible only if they exceed that floor (typically a specific percentage of your...
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