Practice Mobile Menu Trigger Overview Experience Team Insights Subscribe to insights September 22, 2021 Client Update Estate planning update – House Ways and Means Committee tax proposal On September 13, 2021, the House Ways and Means Committee released its tax proposal (the Committee Proposal) for raising r... October 30, 2020 Client Update Estate Planning Election Eve Highlights For much of 2020, estate planning clients have been focused on continuing to take advantage of the historically high feder... March 31, 2020 Client Update Additional Tax Relief; Highlights for Individuals The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27, 2020 and, as part of i... March 31, 2020 Client Update Treasury Extends Gift/GST Tax Return and Payment Deadlines As part of its coronavirus (COVID-19) relief efforts, on March 27, 2020, the Treasury Department issued a notice granting ... March 23, 2020 Client Update Virtual Notarization in New York State Using his emergency authority, Governor Cuomo issued an executive order temporarily authorizing any notarial act that is r... March 19, 2020 Client Update Estate Planning Considerations in the Current Environment The coronavirus (COVID-19) is having an enormous impact on all of us globally. This Client Memorandum highlights estate pl... January 14, 2020 Client Update Estate Planning in 2020 We anticipate that, for higher-net-worth individuals, much of estate planning in 2020 will be focused on continuing to tak... January 14, 2019 Client Update Estate Planning in 2019 The Tax Cuts and Jobs Act (the “Act”), which took effect January 1, 2018, made sweeping changes to the federal tax lan... December 20, 2017 Client Update Estate Planning Update: New 2018 Federal Transfer Tax Rules The Tax Cuts and Jobs Act (the “Act”) was passed by Congress earlier today under a modified title and is currently awa... November 29, 2016 Client Update Post-Election Estate Planning; Year-End Reminders The results of this month’s Presidential and Congressional elections have significantly changed expectations regarding t... Load More
September 22, 2021 Client Update Estate planning update – House Ways and Means Committee tax proposal On September 13, 2021, the House Ways and Means Committee released its tax proposal (the Committee Proposal) for raising r...
October 30, 2020 Client Update Estate Planning Election Eve Highlights For much of 2020, estate planning clients have been focused on continuing to take advantage of the historically high feder...
March 31, 2020 Client Update Additional Tax Relief; Highlights for Individuals The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27, 2020 and, as part of i...
March 31, 2020 Client Update Treasury Extends Gift/GST Tax Return and Payment Deadlines As part of its coronavirus (COVID-19) relief efforts, on March 27, 2020, the Treasury Department issued a notice granting ...
March 23, 2020 Client Update Virtual Notarization in New York State Using his emergency authority, Governor Cuomo issued an executive order temporarily authorizing any notarial act that is r...
March 19, 2020 Client Update Estate Planning Considerations in the Current Environment The coronavirus (COVID-19) is having an enormous impact on all of us globally. This Client Memorandum highlights estate pl...
January 14, 2020 Client Update Estate Planning in 2020 We anticipate that, for higher-net-worth individuals, much of estate planning in 2020 will be focused on continuing to tak...
January 14, 2019 Client Update Estate Planning in 2019 The Tax Cuts and Jobs Act (the “Act”), which took effect January 1, 2018, made sweeping changes to the federal tax lan...
December 20, 2017 Client Update Estate Planning Update: New 2018 Federal Transfer Tax Rules The Tax Cuts and Jobs Act (the “Act”) was passed by Congress earlier today under a modified title and is currently awa...
November 29, 2016 Client Update Post-Election Estate Planning; Year-End Reminders The results of this month’s Presidential and Congressional elections have significantly changed expectations regarding t...