A Connecticut Consumer Tax Break Comes At The Expense Of Business. Companies and trade groups in Connecticut are not happy …
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How Do You Know If Your Domicile Has Changed?
While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.
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Planning For Portability
In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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Looking Ahead: Winning In Life’s Second Half
If we measured human lives like football or basketball games, halftime would come for most of us when we are …
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When And How To Establish A Foundation
Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be …
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Dealing With A Loved One’s Cognitive Decline
When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether …
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Two Employees Promoted, Four Added At Palisades Hudson
Two veteran staffers joined the management team and four newcomers were added to our staff as Palisades Hudson enjoyed a …
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Duly Noted
Tax Court’s ‘Imaginary Scenario’ Reversed On Appeal. A federal appeals court sided with the taxpayer in an estate tax fight …
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Charitable Giving With Retirement Benefits
Retirement funds and charitable planning may not be two areas most people would naturally think to combine. But in many cases, donating retirement benefits to charity can be an ideal solution, both for the donor and the recipient.
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Income Tax Planning For Large Estates
Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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