Welcome to this Blog, created to share the latest from Smolin Lupin. It’s your resource for industry insight and updates from the Smolin Lupin Blog.

Blog

Stay informed on our industry updates, and make the most of the latest news by following content on Smolin Lupin Blog.

April 15 Isn’t Just Tax Day: Key Deadlines You Need to Know 266 266 Noelle Merwin

April 15 Isn’t Just Tax Day: Key Deadlines You Need to Know

You know your 2025 federal income tax return is due April 15, 2026. But do you know what else has an April 15 deadline? If you don’t, you could miss out on valuable tax-saving opportunities or become subject to interest and even penalties. Making 2025 contributions to an IRA It may be 2026, but you can still…

read more
Paying Interest? Here Are 4 Types You May Be Able to Deduct 266 266 Noelle Merwin

Paying Interest? Here Are 4 Types You May Be Able to Deduct

Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new break under the One Big Beautiful Bill Act (OBBBA), which was signed into law in 2025. 1. Mortgage interest Perhaps the most well-known interest expense deduction, home mortgage interest may be…

read more
Smolin February 2026 Newsletter 500 442 Noelle Merwin

Smolin February 2026 Newsletter

View the February 2026 Smolin Newsletter (PDF) »  

read more
Letter of Instruction: The Missing Piece in Your Estate Plan 266 266 Noelle Merwin

Letter of Instruction: The Missing Piece in Your Estate Plan

Including a letter of instruction in your estate plan is a simple yet powerful way to communicate your personal wishes to your family and executor outside of formal legal documents. While not legally binding, the letter can serve as a road map to help those managing your estate carry out your wishes with fewer questions…

read more
Protect Your Estate and Your Family with Co‑Executors 266 266 Noelle Merwin

Protect Your Estate and Your Family with Co‑Executors

Choosing an executor is one of the most important decisions in the estate planning process. This person (or institution) will be responsible for carrying out your wishes, managing assets, paying debts and taxes, distributing property to beneficiaries and more. Your first instinct may be to name your spouse, adult child or other close family member…

read more
Tax News: Form 1040 refunds 266 266 Noelle Merwin

Tax News: Form 1040 refunds

IRS Refund Delays: What You Need to Know Missing direct deposit information could delay your tax refund by six weeks or more. The IRS has begun issuing CP53E notices to taxpayers who requested refunds but did not include bank account information for direct deposit on their 2025 Form 1040. When bank information is missing from…

read more
A Tax Decision Every Married Couple Should Revisit for 2025 266 266 Noelle Merwin

A Tax Decision Every Married Couple Should Revisit for 2025

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain tax breaks, tax bracket and, ultimately, your tax liability. Which filing status is better for you depends on your specific situation. Minimizing tax In general,…

read more
TRACING THE MONEY TRAIL: How Hidden Transactions Can Shape a Case 266 266 Noelle Merwin

TRACING THE MONEY TRAIL: How Hidden Transactions Can Shape a Case

Welcome to the first edition of Follow the Money—my new monthly series on the real world of forensic accounting. After years spent sifting through ledgers, bank statements, and the occasional financial garbage bag disguised as bookkeeping, I’ve come to appreciate just how much finding a single transaction or small series of transactions can change the…

read more
Smolin Relocates Spring Lake Heights Office to Expanded Red Bank Location 266 266 Noelle Merwin

Smolin Relocates Spring Lake Heights Office to Expanded Red Bank Location

Smolin, Lupin & Co., LLC announces the relocation of its Spring Lake Heights office to its newly expanded Red Bank location. This strategic move supports the firm’s continued growth and strengthens its ability to serve clients. Effective February 1, the Spring Lake Heights team joined the Red Bank office, now located on the third floor…

read more
New Trump Accounts – What You Need to Know 266 266 Noelle Merwin

New Trump Accounts – What You Need to Know

Included in the One Big Beautiful Bill (OBBB) signed into law July 4, 2025 was the creation of a tax-advantaged savings account for children called “Trump accounts”. A Trump account is treated like an IRA with the following stipulations: Must be created for the exclusive benefit of an individual who has not reached age 18…

read more
When medical expenses are — and aren’t — tax deductible 266 266 Lindsay Yeager

When medical expenses are — and aren’t — tax deductible

If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make it hard to claim the medical expense deduction. At the same time, more types of expenses may be eligible than you might expect. Limits on the…

read more
How auditors evaluate accounting estimates 266 266 Lindsay Yeager

How auditors evaluate accounting estimates

Financial statements aren’t built solely on fixed numbers and historical facts. Many reported amounts rely on accounting estimates — management’s best judgments about uncertain future outcomes. Estimates are inherently subjective and can significantly affect reported results. How do external auditors evaluate whether amounts reported on financial statements seem reasonable? Understanding Management’s Assumptions and Data External…

read more

leverage our expertise.

Our experts can present you with a clear, understandable approach to your finances. You can rely on insights provided in the Blog by Smolin Lupin, which is part of our commitment to your financial clarity. We can help you:

  • Develop insights into new markets
  • Streamline operations
  • Raise capital, control risks
  • Devise tax strategies
  • Maintain research and development
  • Help position your business for long-term growth in emerging fields

For biotechnology accounting advice tailored to your needs, contact your trusted Smolin advisor today.

Name
Start Typing
in NJ & FL | Smolin Lupin & Co.