Year-end Planning After Tax Reform

Anthony Viducic |
Tax Reform

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


New York: Top 10 Developments, Lessons, and Reminders of 2017

Sharon L. Klein |
Wealth Planning

Learn about legislative developments in 2017 for the state of New York, including an overview of new legislation, important regulatory guidance, and instructive case law, including: Why new decanting case has far-reaching implications. How loss of SALT deductions heightens the importance of state income tax planning Why estate planning documents need to be reviewed in