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- Corporate Transparency Act Takes Effect- January 19, 2024
- Corporate Transparency Act Update
- CTA Reporting Requirements Back in Effect with Extended Deadline
- CTA UPDATE: Reporting Requirements under the CTA Continue to be Suspended despite Supreme Court Ruling
- CTA UPDATE: Supreme Court Reinstates Reporting Requirements Under Corporate Transparency Act
- CTA UPDATE: Supreme Court Reinstates Reporting Requirements Under Corporate Transparency Act
- Department of the Treasury Halts Enforcement of CTA against US Citizens and Entities
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- IRS Cracks Down on Improper and Fraudulent ERC Claims and Promotion- September 21, 2023
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Posts
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Business Transactions
Estate & Trust Administration
- Lifetime Spousal Trusts: To Have and To Hold Your Marital Assets
- Recent Private Letter Ruling Increases Benefits of IRA Trusts
- De-Can’t I Change That Trust?
- The Use of IRA Trusts to Plan for your Family’s Retirement
- Revocable vs. Irrevocable Trusts: What’s the Difference?
Estate Planning
- A New Choice at Life’s End: New York’s Medical Aid in Dying Law
- The Importance of Funding Trusts
- Why We Request Information & Documents During the Estate Planning Process
- Thinking About Selling Your Business? It’s More than a One-Man Job!
- SECURE 2.0: Changes for Retirement Plans and IRAs
- Estate Tax Updates for 2023
- Overcoming Tech Challenges During a Pandemic |And How It Has Improved Our Efficiency
- Estate Planning Upon Divorce: What Happens When Your Former Spouse is Named in Your Documents
- Cryptocurrency: Decoding the Taxation Policies
- Estate Planning During a Pandemic: What Should be Done?
- Types of Charitable Planning and Their Tax Benefits
- Why Life Insurance Is So Valuable, And How It Can Improve Your Estate Plan
- Guardianships
- Lifetime Spousal Trusts: To Have and To Hold Your Marital Assets
- Disqualifying an Estranged Spouse
- Your Estate Plan Deserves Some R-E-S-P-E-C-T
- Estate Administration: When There’s a Will (or Not) There’s a Way
- Using Pet Trusts to Plan for Man’s Best Friend
- What Happens to my Digital Assets When I Die?
- The Basics of Estate Planning
Tax Planning & Controversy
- Understanding New York’s New “Pied-a-Terre” Tax
- Tax Considerations and Potential Pitfalls in M&A Transactions
- Can’t Pay Your Tax Bill? Why Filing On Time Still Matters
- Estate Tax Updates for 2023
- I can’t take it anymore…I want to get out of NY!!
- Types of Charitable Planning and Their Tax Benefits
- How the U.S. Supreme Court’s decision in <em>Kaestner</em> impacts state taxation of trusts
- Sales Tax: Keep ‘Em Separated
- What happens if you cannot pay your tax bill on April 15th?
- Recent Private Letter Ruling Increases Benefits of IRA Trusts
- Don’t get caught holding the (sales tax) bag
- IRS Rights to Audit Returns Filed to Elect Portability