SEAN WALSH JOINS BENECARD PBF AS VICE PRESIDENT

SEAN WALSH JOINS BENECARD PBF AS VICE PRESIDENT

With 20 years of experience in healthcare finance and pharmaceutical supply chain management, Walsh joins BeneCard PBF as Vice President of Pricing Strategy, a new position that the purely transparent PBM created to support its continued growth and development. Walsh will focus on product development, pass-through pricing strategy, and providing support to the sales team. […]

TAX TIPS: Rules for Bitcoin

TAX TIPS: Rules for Bitcoin

BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. Bitcoin has been around for nearly a decade. But the tax rules related to “virtual currency” are still evolving. In fact, some Bitcoin investors may be in for a surprise when they file their 2017 returns. Tax matters will become even more complicated for 2018 returns because […]

401k Hardship Withdrawal Limits

401k Hardship Withdrawal Limits

BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. Most 401(k) plans permit hardship withdrawals, though plan sponsors aren’t required to allow them. Currently employees seeking to take money out of their 401(k) accounts are limited to the funds they contributed to the accounts themselves, and only after they’ve first taken a loan from the same […]

TAX TIPS: Tax Season Filing Due Dates

TAX TIPS: Tax Season Filing Due Dates

BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman & Co. LLC A set of reminders for your 2017 individual return as the deadline nears: The filing due date is April 17 this year because April 15 is on a Sunday and Washington, D.C., observes its Emancipation Day holiday on April 16. There are a few ways to get a six-month extension if you […]

More Families May Be Eligible for the Child Care Credit/Dependency Exemption

More Families May Be Eligible for the Child Care Credit/Dependency Exemption

BY PHIL GOLDSTEIN Managing Partner, Goldstein, Lieberman and Co. The Tax Cuts and Jobs Act (TCJA) made significant changes to the child credit. This credit is generally available to taxpayers with children under the age of 17, but the new law adds a new (smaller) credit for other dependents. Here are the details. Old Rules – Under […]

CDX DIAGNOSTICS OF SUFFERN EXPANDS WITH TWO NEW KEY LEADERSHIP APPOINTMENTS. COMPANY POISED FOR GROWTH AND SETS SALES TRAJECTORY FOR 2018

CDX DIAGNOSTICS OF SUFFERN EXPANDS WITH TWO NEW KEY LEADERSHIP APPOINTMENTS. COMPANY POISED FOR GROWTH AND SETS SALES TRAJECTORY FOR 2018

An innovator in computer synthesized 3D tissue analysis for the early detection and surveillance of Barrett’s esophagus, CDx appointed Jimmy Cerveaux as Chief Financial Officer and Jerry Conway as Executive Vice President of Managed Care, respectively. Jimmy Cerveaux brings C-level executive experience He co-founded, led and sold Unicity Eldercare, a successful 150 employee healthcare company […]