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Articles

Here is a selection of published articles by Mark Stone, CPA, CFP.

 

New York State Pension Exemption Available Upon Death

By Mark Stone, CFP, CPA
NYSSCPA Nassau Chapter Newsletter, May, 2008

Download PDF     (Not available online.)

 

Grantor Trust Tax Reimbursement Options

By Mark Stone, CFP, CPA
NYSSCPA Nassau Chapter Newsletter, December, 2004

Download PDF     (Not available online.)

 

The IDGT: The Effective Defective Trust

By Mark Stone, CFP, CPA
Journal of Financial Planning, September, 2002

Download PDF     (Not available online.)

 

Private Foundation, Charitable Remainder Trust, or Both?

By Mark Stone, CFP, CPA
The CPA Journal, September, 2001

Read online           Download PDF

 

Timing Is Key in Gift Giving

By Mark Stone, CFP, CPA, and Margolin, Winer & Evens LLP
The CPA Journal, April, 2000

Read online          Download PDF

 

The Software Quandary: How to Deduct It?

By Mark Stone, CFP, CPA
CFPBIZ, February, 1999

Download PDF     (Not available online.)

 

Taxpayer Bill of Rights 2: More Help for David in the Fight Against Goliath

By Mark Stone, CFP, CPA
The CPA Journal, August 1997

Read online          Download PDF

 

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