DAVID B. NEWMAN, C.P.A., INC.
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Tax Alerts
Tax Briefing(s)
2024 Post-Election Tax Policy Update
IRS Warns Tax Professionals of Rising Phishing Threats, Urges Vigilance (IR-2025-75)
The IRS has issued a warning to tax professionals regarding a rise in phishing emails and cyber threats aimed at stealing sensitive taxpayer data. This alert has been released as part of the second in...
IRS, Security Summit Starts Summer Series To Fight Tax-Related Identity Theft Threats (IR-2025-73)
The IRS and Security Summit partners launched the summer Protect Your Clients; Protect Yourself campaign on July 1, alongside the Nationwide Tax Forum. The five-week campaign provides biweekly ti...
IRS Issues Tips to Help Individuals Identify Scams
The IRS has issued updated guidance to help individuals recognize legitimate communication from the agency and avoid falling victim to scams. As reports of fraud through emails, texts, social media an...
IRS Provides Indexing Adjustments for Applicable Dollar Amounts (Rev. Proc. 2025-26)
The IRS has issued indexing adjustments for the applicable dollar amounts under Code Sec. 4980H(c)(1) and (b)(1), which are used to determine the employer shared responsibility payments (ESRP). Thi...
CA - Guidance provided for IRC sec. 355 transactions when DISA balance is attributable to distributed stock
The California Franchise Tax Board has issued guidance on how a Deferred Intercompany Stock Account (DISA) balance affects basis and income recognition when stock is distributed to shareholders in a n...
IRS Warns Tax Professionals of Rising Phishing Threats, Urges Vigilance (IR-2025-75)
The IRS has issued a warning to tax professionals regarding a rise in phishing emails and cyber threats aimed at stealing sensitive taxpayer data. This alert has been released as part of the second in...
IRS, Security Summit Starts Summer Series To Fight Tax-Related Identity Theft Threats (IR-2025-73)
The IRS and Security Summit partners launched the summer Protect Your Clients; Protect Yourself campaign on July 1, alongside the Nationwide Tax Forum. The five-week campaign provides biweekly ti...
IRS Issues Tips to Help Individuals Identify Scams
The IRS has issued updated guidance to help individuals recognize legitimate communication from the agency and avoid falling victim to scams. As reports of fraud through emails, texts, social media an...
IRS Provides Indexing Adjustments for Applicable Dollar Amounts (Rev. Proc. 2025-26)
The IRS has issued indexing adjustments for the applicable dollar amounts under Code Sec. 4980H(c)(1) and (b)(1), which are used to determine the employer shared responsibility payments (ESRP). Thi...
CA - Guidance provided for IRC sec. 355 transactions when DISA balance is attributable to distributed stock
The California Franchise Tax Board has issued guidance on how a Deferred Intercompany Stock Account (DISA) balance affects basis and income recognition when stock is distributed to shareholders in a n...

Welcome to David B. Newman, C.P.A., Inc.

since 1986

Business Management | Tax & Business Planning

Welcome and thank you for visiting our website.

David B. Newman, C.P.A., Inc. was established in 1986...

...and since our inception, we have been driven by a commitment to excellence, expertise, personalized service and integrity in the handling of our clients' business and accounting affairs.  We are built with the knowledge that in order to produce excellent work for our clients and help them make the best decisons for their future, it is vital to first understand a client's needs. This is why we place a special emphasis on building effective relationships and offering a high level of personal service.  At David B. Newman, C.P.A., Inc., we believe that just as important as what we do is how we do it. So, if you are looking for a blend of personal service and expertise, you have come to the right place!

In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.

We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).  Our tax calendar and IRS forms and publications are in our Info Center page.

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.