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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...
Category: Tax Rulings and Developments
2021 Proposed Changes to Estate and Income Tax (PDF)
September 2021
Court Approves Significant Discounts for Fractional interests in Artworks – E/O Elkins (PDF)
September 2014
“Over many years, a number of very substantial financial institutions (JP Morgan, UBS and HSBC included) apparently profited to the tune of more than $600 million in fees from Bernard L. Madoff, through his brokerage...
Estate Tax Exemption Portability (PDF)
July 2009
Womack-Lottery Winners Again Fall in Attempt to Treat Sale of Lottery Payments as Long Term Capital Gain (PDF)
January 2008
Davenport Annuities Paid to Minor as Part of Personal Injury Settlement Included in Gross Estate (PDF)
October 2006