DrillDown

Our team are veterans in the industry ensuring continuity so that your family’s assets are protected and secured for generations to come. We’ve developed solutions and technologies to enable us to minimize risk, while taking advantage of opportunities to help you preserve wealth and protect assets.

December 16, 2018

Qualified Opportunity Zones (QOZ)

The Tax Cuts and Jobs Act that was passed in December 2017 included a tax break designed to entice investors to roll capital gains from asset sales into “struggling” areas known as Qualified Opportunity Zones (QOZ).

June 5, 2018

Reviewing Your Estate Plan is Critical Under the New Tax Law

Last month we told you quite a bit about the Tax Cuts and Jobs Act of 2017. However, we want to emphasize that despite the increased exemptions, you still need a well-thought-out estate plan, and here’s some primary reasons why.

April 25, 2018

Comments on the Estate Tax Provisions of the Tax Cuts and Jobs Act of 2017

The President signed the Tax Cuts and Jobs Act of 2017 on December 22, 2017. This new law makes some very significant changes to the Internal Revenue Code, not all of which are readily apparent.

November 22, 2017

The GRAT as a Tax Efficient Asset Transfer Planning Tool

A Grantor Retained Annuity Trust (GRAT) is a planning technique that can remove the growth of an asset from a grantor’s estate and transfer that growth to the next generation without a gift tax on the asset growth.

October 26, 2017

When It’s Best to Use an Irrevocable Life Insurance Trust

When it comes to estate planning, life insurance is one of the mainstays in the industry, but if care is not exercised, it can create as many estate-planning problems as it solves.

September 26, 2017

An Extension of the Portability of the Estate Tax Exemption

The IRS recently issued Revenue Procedure 2017-34, granting automatic relief provisions for those who failed to file a timely estate tax return in order to claim portability. However, this time around, the extension will remain available indefinitely in the future, as well.

August 17, 2017

Taxes and The Trump Administration

Many of our clients have shown interest in President Donald Trump’s proposed tax plan and in particular the estate tax portion of that plan. So here’s a run-down of some of the proposals and how it may affect you, according to analysts. According to a recent New York Times article, the plan reduces the top…

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641 Lexington Avenue, 20th Floor
New York, New York 10022

44 Goldfinch Drive
Upper Saddle River, New Jersey 07458

(tel) 212-755-4777 x100
(fax) 212-755-4717

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