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Updates from Katz Baskies & Wolf – August 2022 – New York Begs to Differ on Florida Domicile
August 2022
You Think You Reside in Florida – Does New York? Thomas and Joan Bonaface informed the State of New York that they had relocated from their home in Pine Bush, New York to Taveres, Florida on June 11, 2013. They were...
Updates from Katz Baskies & Wolf – February 2022 – Alert Regarding Inflation Adjustments to Key Tax Exclusions
February 2022
Annual Inflation Adjustments Increase Several Key Tax Exemptions and Exclusions – Firm Updates...
Build Back Better Act – Updates to Estate and Gift Provisions...
Build Back Better Act – Tax Law Update November 2021...
October 2021 Newsletter – Alert regarding Insurance Trusts...
Exempt Status of Retirement Plan Distributions
October 2021
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2021 Proposed Changes to Estate and Income Tax (PDF)
September 2021