Attorney |
Latest Publications |
|
|
The Massachusetts Supreme Judicial Court, in HSBC Bank USA, N.A., Trustee v. Jodi B. Matt, No. 11101 (Jan. 14, 2013), recently clarified the issue of standing for both plaintiffs and defendants in actions under the…more
HSBC, Military Service Members, Mortgages, Servicemembers’ Civil Relief Act, Standing
|
See All Updates »
|
|
In 2013, three New England states will no longer require the state-specific test component for licensing mortgage loan originators (MLOs) due to the implementation of the new National SAFE MLO Test with a uniform state…more
Licenses, Mortgage Loan Originators, Mortgages, SAFE
|
See All Updates »
|
|
For over a decade, the federal estate tax law has changed from year to year. The rates have risen and fallen. The federal estate tax exemption went from $650,000 to $1,000,000. Then it increased to $1,500,000, then $2,000,000,…more
Estate Tax, Generation-Skipping Transfer, Gift-Tax Exemption, Tax Rates
|
See All Updates »
|
|
The Fair Credit Reporting Act (“FCRA”) provides guidelines which must be followed in order for employers to gather certain information about employees or applicants. Generally, there are two types of reports: a consumer report…more
Background Checks, CFPB, FCRA, Hiring & Firing, Summary of Rights
|
See All Updates »
|
|
Deadline Approaching for Filing Important Notice with Rhode Island Cities and Towns: Taxpayers Who Miss Deadline Prohibited From Appealing Property Tax Assessments In Superior Court.
January 31st marks an important deadline…more
Appeals, Property Tax, Tax Assessment, Valuation
|
See All Updates »
|
|
It has come to our attention that numerous Rhode Island corporate clients have received by mail, solicitation letters from a company indicating that it could assist in the corporation’s compliance with Rhode Island General Law…more
Annual Meeting, Compliance, Secretary of State, Year-End Compliance Checklist
|
See All Updates »
|
|
In January, the President signed the American Taxpayer Relief Act of 2012, which among other things, permanently raised the federal estate, gift and generation skipping transfer tax exemptions to $5,000,000, indexed for…more
American Taxpayer Relief Act, Estate Tax, Generation-Skipping Transfer, Gift Tax
|
See All Updates »
|
|
The American Taxpayer Relief Act of 2012, signed into law on January 2, 2013, revives the IRA charitable rollover provisions which originally expired in 2011. The revived IRA charitable rollover allows an individual who is 70½…more
American Taxpayer Relief Act, Charitable Donations, Fiscal Cliff, Income Taxes, IRA
|
See All Updates »
|
|
Whether you run a nonprofit or serve on the board, you have a responsibility to make sure your organization is both in compliance and in shape to weather any storm or to take advantage of growth opportunities. But with…more
501(c)(3), Compliance, Conflicts of Interest, D&O Insurance, Form 990
|
See All Updates »
|
|
Deadline Approaching for Filing Important Notice with Rhode Island Cities and Towns: Taxpayers Who Miss Deadline Prohibited From Appealing Property Tax Assessments In Superior Court.
January 31st marks an important deadline…more
Appeals, Property Tax, Tax Assessment, Valuation
|
See All Updates »
|
|
The New York Court of Appeals (“Court of Appeals”) ruled on March 28, 2013 that internet based retailers, such as Amazon and Overstock.com, are “physically” present in New York State by virtue of the way in which they conduct…more
Amazon, Click-Through Nexus, Commerce Clause, Internet Retailers, Sales & Use Tax
|
See All Updates »
|
|
In 2013, three New England states will no longer require the state-specific test component for licensing mortgage loan originators (MLOs) due to the implementation of the new National SAFE MLO Test with a uniform state…more
Licenses, Mortgage Loan Originators, Mortgages, SAFE
|
See All Updates »
|
|
It has come to our attention that numerous Rhode Island corporate clients have received by mail, solicitation letters from a company indicating that it could assist in the corporation’s compliance with Rhode Island General Law…more
Annual Meeting, Compliance, Secretary of State, Year-End Compliance Checklist
|
See All Updates »
|
|
In January, the President signed the American Taxpayer Relief Act of 2012, which among other things, permanently raised the federal estate, gift and generation skipping transfer tax exemptions to $5,000,000, indexed for…more
American Taxpayer Relief Act, Estate Tax, Generation-Skipping Transfer, Gift Tax
|
See All Updates »
|
|
The Fair Credit Reporting Act (“FCRA”) provides guidelines which must be followed in order for employers to gather certain information about employees or applicants. Generally, there are two types of reports: a consumer report…more
Background Checks, CFPB, FCRA, Hiring & Firing, Summary of Rights
|
See All Updates »
|