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Clients who own residential property in New York City as a secondary or investment residence should be aware of a significant new tax that has...
Read moreA review of recent proposed changes to wealth transfer techniques and the likelihood of future legislation. Earlier this year, Senate Finance Committee Ranking Member Ron...
Read moreThe One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brought significant changes to the federal charitable deduction rules — many...
Read moreElizabeth Acevedo recently authored an article for BizWomen entitled, “Strategies: Why estate planning is key to preserving your wealth, values and impact,” where she examines...
Read moreby Kimberley R. Moore Section 170 of the Internal Revenue Code creates a series of substantiation requirements for charitable contributions, which vary depending on the...
Read moreGigi Kisela’s article “When Fair Shares Feel Unfair in Estate Disputes,” which she authored alongside Eric. R. Yamamoto, was recently published by the Los Angeles...
Read moreThe firm is pleased to announce that Weinstock Manion Shareholders Andrew Smith and Jessica Babrick recently emerged victorious for their clients with a published Court...
Read moreby Kimberley R. Moore In September 2024, the Tax Court ruled that the full date-of-death value of assets transferred into a family limited partnership (“FLP”)...
Read moreby Amy L. Lawrence On July 18, 2024, the IRS issued final regulations (the Final Regulations) impacting the treatment of inherited retirement accounts and updating the...
Read moreby Amy L. Lawrence Closely-held businesses may want to reconsider business succession planning after the recent U.S. Supreme Court decision in Connelly v. United States,...
Read moreby Corinne L. Adams In a recent case, Estate of Mary Bolles, T.C. Memo 2020-71, affirmed, Docket No. 22-70192 (9th Cir, 2024), the Ninth Circuit...
Read moreby Corinne L. Adams The Federal Deposit Insurance Corporation (“FDIC”) recently adopted changes to the deposit insurance rules for revocable and irrevocable trust accounts which...
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