Schulman Lobel

If the IRS is asking you to scan a QR code, it isn't the IRS.

A real notice called the CP53E is circulating this spring, and scammers are mailing near-perfect copies designed to harvest your bank account information. Our newsletter shows you how to spot the difference at a glance, the five red flags that give a fake away, and the safest way to verify any IRS notice before you respond.

Two minutes that could save your refund: https://www.linkedin.com/pulse/urgent-beware-fake-notices-from-irs-saying-cannot-deposit-fhmle

Some news worth sharing.

Vault's 2027 Accounting Rankings are out, and Schulman Lobel made the Top Ranked list. Behind that ranking is a roster of clients who challenge us and a team that rises to it. Both deserve the credit.

Tax. Audit. Advisory. Built on expertise.

We are proud to share that Schulman Lobel has been recognized in Accounting Today’s 2026 Top 100 Firms and Regional Leaders report.

Ranking among Mid-Atlantic top firms for growth and performance reflects the work our team delivers every day for our clients.

Many tax problems aren’t caused by errors.
They’re caused by blind spots.
We’re seeing increased exposure tied to income changes, investments, and multi-state activity — often uncovered too late.
Our short questionnaire helps identify potential risk areas so our team can provide guidance before filing. A complimentary consultation is offered when appropriate.

👉 Complete the questionnaire using the link: https://5g6en.share.hsforms.com/2oeqfdzN1QIKUtrwrwZDLKg

The Supreme Court’s Connelly v. United States ruling is changing how closely held businesses are valued for estate tax purposes.

Life-insurance-funded buy-sell agreements may now create significant tax exposure for business owners.

Richard Weiss shares what attorneys and advisors need to know and how current agreements should be reviewed.

Read the full update: https://www.linkedin.com/pulse/valuation-advisory-estate-tax-buy-sell-agreement-implications-7yuge

Ready for your next move in tax?
We’re open to speaking with professionals at every stage of their career.

Open roles include:
• Entry-level associates
• Experienced tax professionals
• Managers and senior managers
• Leadership roles

Send your résumé to [email protected]

This Thanksgiving, we want to share our appreciation for the clients we have the privilege to support. Thank you for trusting us with your goals throughout the year.

As year-end approaches, there are still meaningful planning opportunities to consider before December 31, especially with tax changes expected in 2026. We created a short Year-End Tax Planning Checklist to help you review items that may benefit you this season.

Download the checklist here:
https://9152879.hs-sites.com/sl_year-end-tax-planning_2025-checklist

If you would like to speak with our team or schedule a year-end review, we are happy to help.
Contact us: https://5g6en.share.hsforms.com/2QTxp1I-qSuqmK56ZPBR_Hw