A Residency Reminder The New York Tax Appeals Tribunal (the “Tribunal”) recently issued a ruling impacting those seeking to establish residency in Florida while still maintaining significant ties to New York. The...
To avoid probate, many clients opt for a revocable trust as part of their estate planning documents. A revocable trust is a very good option, and a bit more private since it does not get deposited with a court post-death. A...
Effective January 1, 2026, the One Big Beautiful Bill Act (OBBBA), which passed on July 4, 2025, significantly impacts the income-tax deductibility of charitable contributions. The income tax laws will change in several...