Tax Planning

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My Sunny and Warm Tax Haven

After spending a few days recently in the warmth of Miami, I always wonder why I do not live in ...

Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax – 2024 Update

The bad news is that there is a federal transfer tax on assets that you give away during life, at ...

new york estate tax cliff

Understanding New York’s Estate Tax “Cliff” – 2024 Update

In 2014, dramatic changes were made to New York’s gift and estate tax law. For many clients, the subject of ...

tax cheat sheet

2024 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as ...

tax law changes

Estate Planning in Light of Current Law: Your Questions and Our Answers – 2024 Update

This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...

cliff

Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies – 2024 Update

While the large increase in the federal estate tax exemption has provided many with federal estate tax relief, New Yorkers ...

QBI

Qualified Business Income (QBI): Deduction May Create New Planning Strategies for Some Business Owners

The Tax Cuts and Jobs Act of 2017 introduced a 20% tax deduction focused on pass-through businesses. While the deduction ...

Jacob Even joins the team as SVP, Wealth Strategist – Tax Policy and Research

Jake joins the team with extensive knowledge and expertise in complex tax law. He specializes in advanced income tax planning, ...