Tax Reform Insights eBook

Alvina H. Lo |
Tax Reform
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Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law.   Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way. Our eBook provides a compilation of all of the articles in the Tax Reform Insights This

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Estate of Evelyn Seiden: New York Estate Tax Refund Claims for State Only QTIP Property Might Soar

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter. A New York court has found that a QTIP Trust, created for New York purposes in 2010 when the federal estate tax lapsed for the year, was not includible in the estate of the surviving spouse for New York estate tax purposes. It’s probably

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Year-end Planning After Tax Reform

Anthony Viducic |
Tax Reform
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This Issues and Insights discusses year-end tax planning strategies.  It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year. Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed. While

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