Stuart A. Katz
Ambler, Pennsylvania, United States
469 followers
460 connections
469 followers
460 connections
About
As a Tax Director at SWS GROUP, PC I work with companies and high net worth/net income…
Activity
469 followers
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Stuart A. Katz shared thisYou may find my article on Friedman LLP's website about the new Pennsylvania withholding rules on payments to subcontractors and lessors of interest to your business. https://lnkd.in/deQuRsCKey Tax Season Tips to Prepare You for Pennsylvania’s New 1099-MISC Withholding Tax RequirementsKey Tax Season Tips to Prepare You for Pennsylvania’s New 1099-MISC Withholding Tax Requirements
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Stuart A. Katz shared thisHere's an article from Bloomberg on the new PA WIthholding rules in which I was quoted several times.
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Stuart A. Katz shared thisStuart liked this article and if your company has foreign subsidiaries I would be happy to discuss the tax implications of repatriation of foreign with you and Ryan.Friedman LLP's Ryan Dudley Featured in CNN Money Article, "Tax overhaul costs Goldman Sachs $5 billion"Friedman LLP's Ryan Dudley Featured in CNN Money Article, "Tax overhaul costs Goldman Sachs $5 billion"
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Stuart A. Katz liked thisStuart A. Katz liked thisAs America celebrates 250 years of independence, we're proud to celebrate 25 years of protecting what matters most. For a quarter century, Cabrillo Coastal has remained committed to serving our agents, policyholders, and communities with trust, resilience, and care. This Independence Day, we honor the legacy of those who came before us while looking ahead to the future we're building together. 🎥 Watch our special anniversary video as we celebrate two incredible milestones and the people who have made them possible. Happy Fourth of July from all of us at Cabrillo Coastal! #FourthOfJuly #America250 #CabrilloCoastal #25Years #Legacy #Community #WeCare
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Stuart A. Katz liked thisStuart A. Katz liked thisAt Presilium Private Wealth, we believe financial planning is about more than just numbers—it’s about the values and goals that drive your decisions. Whether you are navigating your first major career milestone or planning for the "big life moments" in between, our mission is to provide the clarity and confidence you need to move forward. One of our clients, a motivated professional, recently shared their experience working with our team: “I’ve loved working with Brook for the last several years. As a younger professional, I am so grateful for not only his help in making smart, informed financial decisions, but in offering thoughtful guidance on the bigger life moments that influence them. He takes the time to understand my goals, challenges, and values, and always brings a grounded, practical perspective that makes complex decisions feel manageable. I would recommend him and the broader Presilium team to anyone looking for a financial advisor who truly invests in their clients’ success and well-being.” We take pride in being more than just advisors; we are partners in your journey, helping turn complex financial choices into a manageable, actionable path toward success. Ready to find a partner who invests in your well-being as much as your wealth? 🔗 https://lnkd.in/eYqyq6vt #PresiliumPrivateWealth #ClientExperience #YoungProfessionals #WealthManagement #FinancialPlanning #NextGenPlanning #ClientSuccess #HolisticPlanning ***This testimonial is from a current client of Presilium Private Wealth. The client was not provided with any compensation with respect to said testimonial. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. These quotes may be representative of time with the individual advisor and not Presilium itself.
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Stuart A. Katz liked thisStuart A. Katz liked thisAs states continue to reassess their tax policies, high-income earners should carefully review their domicile and overall tax exposure. Changing work patterns and a renewed focus on tax policies make it an ideal time to review residency factors, day-count thresholds, and lifestyle footprint. A proactive approach can reduce audit risk, clarify obligations, and support a defensible move to a low- or no-tax state. https://lnkd.in/e8cpYey8Rethinking Residency: Why Now Is the Right Time for High-Income Earners to Revisit Their Domicile and Tax ExposureRethinking Residency: Why Now Is the Right Time for High-Income Earners to Revisit Their Domicile and Tax Exposure
Experience
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Education
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Drexel University's LeBow College of Business
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Activities and Societies: Sigma Alpha Mu (SAMMY)Mu Eta chapter
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Licenses & Certifications
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CPA,MST
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Organizations
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AICPA, PICPA, Philadelphia Estate Planning Council, Social Committee; member
Chair of PICPA's Local Tax Conference -mid 2000's
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