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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

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


Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
Tax Reform and Stock Options NC.jpg

Favorable tax planning opportunities that may apply to your stock options.  The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives. Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs). Making the right decisions when exercising options can