Trusts And Estates
12.16.20
08.27.20
Planning for a potential change in the White House and Congress
Any election year has financial implications and 2020 may have more than usual due to COVID-19 and the situation we have in the U.S.
Category Trusts And Estates
08.20.20
Individual Taxpayer Identification Numbers expiring December...
ITINs, which do expire, are used by persons who are required to make U.S. tax filings and payments but are not eligible for Social Security numbers. The IRS just issued information on ITINs that are expired or will expire on December 31, 2020
Category Trusts And Estates
07.29.20
NP Connects: Liquidity options for middle market companies
This episode of NP Connects includes an update on PPP and a discussion on liquidity options for middle market companies.
Category Trending
07.24.20
The power of an Intentionally Defective Grantor Trust
Adding an intentionally defective grantor trust to your estate plan can save on estate taxes.
Category Trusts And Estates
06.29.20
Receive an IRS refund in error. Should you keep it?
What should you do if you receive an erroneous refund from the IRS? The short answer is no, you should not keep it.
Category Trusts And Estates
06.03.20
Domicile: Why it matters for New York income tax and estate tax...
As more baby boomers move out of New York for better weather and to save on taxes, it is important to understand the domicile rules.
Category Trusts And Estates
06.01.20
What portion of payments under the Coronavirus Aid, Relief and Economic Security (CARES) Act will be taxed?
Category Trusts And Estates
05.07.20
Municipal Liquidity Facility - Federal Reserve amended and...
The Municipal Liquidity Facility is one tool available to cities, counties, states, and multi-state entities to combat the economic impact of COVID-19. We discuss the Federal Reserve’s April 27, 2020 amended and additional guidelines for the Facility.
Category Public Finance
