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Action Needed by March 31, 2014 to Avoid Proposed Changes to New York Estate Taxes and Trust Income Taxes

If Governor Cuomo’s proposals are enacted, New Yorkers and non-residents with property located in New York may be facing new taxes this April Fools’ Day. - New York Estate Tax First, the good news — under the...more

3/4/2014 - Estate Planning Estate Tax Income Taxes Trust Income Trusts

Consider a Private Foundation to Fulfill Your Philanthropic Goals

There are a variety of vehicles through which individuals and families can promote their charitable giving goals, and private foundations are often a leading choice. Simply stated, a private foundation is a type of charitable...more

2/18/2013 - Charitable Donations IRS Private Foundations

Charitable Giving Under the American Taxpayer Relief Act of 2012

On January 2, 2013, President Obama signed into law the “American Taxpayer Relief Act of 2012” (ATRA). In this Alert, we explore the good news and the bad news that charitably minded individuals received with the passage of...more

1/18/2013 - American Taxpayer Relief Act Charitable Donations Deductions Fiscal Cliff IRA Itemized Deductions Pease Limitation Qualified Charitable Distributions

Good Donor Stewardship —Acknowledging Contributions

As we move into the height of this year’s charitable giving season, we respectfully remind our clients of the IRS’ very strict view, and recently reiterated emphasis, on providing donors with proper paperwork substantiating...more

12/3/2012 - Charitable Donations IRS

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