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Are Spousal Lifetime Access Trusts the Right Fit for You?

Spousal Lifetime Access Trusts, or “SLATs,” may be the ideal vehicle for clients interested in pursuing wealth-transfer tax planning. A SLAT is an irrevocable trust created by one spouse for the primary benefit of the...more

IRS Issues Tax Inflation Adjustments for Tax Year 2022

The Internal Revenue Service recently issued Revenue Procedure 2021-45 providing calendar year 2022 inflation adjustments for more than sixty tax provisions. Two of these adjustments are of particular interest to estate...more

Updated Powers of Attorney Law Takes Effect

On June 13, 2021, a long awaited update to New York’s law on Powers of Attorney (“POAs”) took effect with the primary goal(s) of simplification, streamlining the execution process and increasing POA acceptance by third...more

Spousal Lifetime Access Trusts: What You Should Know

Spousal Lifetime Access Trusts, or “SLATs,” may be the ideal vehicle for clients interested in pursuing wealth-transfer tax planning. Before deciding whether SLATs may be right for you and your family, it’s important to...more

Federal and State Governments Extend Tax Filing, Payment Deadlines for Certain Taxpayers

Responding to the COVID-19 pandemic and the federal national emergency declaration, both the federal and New York State governments have extended tax filing and tax payment deadlines for certain taxpayers. Federal Tax...more

Families First Coronavirus Response Act (H.R. 6201) Provides Tax Credits, Relief for Employers and Self-Employed

The Families First Coronavirus Response Act (the “Act”) signed into law on March 18,2020 (Public Law No. 116-127) provides for, in addition to other relief, payroll tax credits for paid sick leave and paid family leave...more

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