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enero 2016

Moving From A High-Tax State

As people approach retirement, some succumb to the temptation to move south in pursuit of warmer weather, a lower cost of living and lower taxes. Others, like me, make this choice much earlier in life. Regardless of when you consider moving to a lower-tax state, be sure to examine your priorities and the implications of the move.
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The Lure Of The Lone Star State

Ben Sullivan looked like a young man with a bright professional future when I recruited him nine years ago to join our staff in Scarsdale, New York. To get him to come aboard, I had to promise not to keep him there.
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Duly Noted

Another IRS Crummey Challenge Fails. The Internal Revenue Service has lived with Crummey trusts for nearly 50 years, but it …
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