Avoiding Capital Gains Taxes

With new higher exemption amounts, the planning focus has now shifted to minimizing capital gains taxes.  Please let us review your asset structure to determine how to take maximum advantage … Continue Reading →

Important Documents for Your College Student to Sign

It may come as a surprise to a parent that once a child turns 18, parents no longer have the right, or will face hurdles and delay, to speak to … Continue Reading →

Trust or Pre-Nup?

People are marrying later in life, when they’ve established careers and amassed significant assets, or marry for a second or third time.  Pre-nuptial agreements can safeguard property and assets accumulated … Continue Reading →

Estate Planning for Same-Sex Couples

Same-sex couples have the same tax benefits and protections that are available to heterosexual couples. Same-sex couples who are married or plan to marry should review their estate plan.  Transfers … Continue Reading →

Roth IRA Conversion

A Roth IRA can offer significant benefits, such as tax-free growth of assets, tax free distributions, and no required minimum distributions during the original account holder’s lifetime.  There is no … Continue Reading →

Major Gift Planning

Gifting techniques that take advantage of still very low interest rates are still attractive and should be considered as they can produce highly advantageous results for your family.  Techniques such … Continue Reading →

Charitable Gift Giving

Consider gifts of appreciated stock to satisfy your charitable giving.  The charity pays no capital gains tax on the sale of the stock as you would, essentially allowing you to … Continue Reading →


The IRS recently released a draft Form 1023-EZ, “Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code,” a shorter and less burdensome version of the … Continue Reading →

LIMITED TIME OFFER: GIFT BEFORE APRIL 1, 2014 NY Proposes Dramatic Change to Estate and Gift Taxes

Governor Cuomo is taking steps to alter what he calls New York’s “outdated” estate tax system.  To meet the increasing Federal estate exemption, he has proposed raising the state’s exemption … Continue Reading →