2022 Year-End Notes
As another unprecedented year comes to a close, we offer some planning tips to our clients, colleagues, and...
Will New Income Reporting Have Any Meaningful Impact on the Financial Ecosystem?
If the IRS having more scrutiny over bank accounts makes you squirm, then buckle up.
Long-Term Capital Gains vs. Short-Term Capital Gains (and Taxes)
Investing and trading are both great way to build wealth.
New York Pass-Through Entities - Deadline for Making Election to Avoid Federal Cap on State Income Tax Deduction
In case you are not already aware, New York has established a new method for paying state income tax that a...
Three Months are Left to Utilize Very Generous Tax Exemptions
The current exemption from federal gift and estate tax is at an all-time high ($11.7 million per person), b...
Tax Increases After Election Day? Here’s What to Do Now
When the tax law changed in 2017, the benefits to taxpayers were expected to last through 2025.
Tax Abatements for Landlords Who Offer COVID “Recovery Leases” to Small-Business Tenants
New York State has assisted businesses suffering economic hardship from the COVID-19 crises by enacting leg...
