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Apr 8
2 min

Updating Your Estate Planning Documents During COVID-19

If you are considering whether you can update your New York estate planning documents during the COVID-19 pandemic, there are now options...

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Joshua B. Beisker

Mar 20
2 min

Estate Planning During the Coronavirus (COVID-19)

The Coronavirus and the resulting social distancing and self-quarantining it has caused have forced most New Yorker's to quickly reevalua...

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Joshua B. Beisker

Dec 27, 2019
2 min

What the SECURE Act Means for Savers & Retirees

SECURE ACT ENACTED On December 20, 2019, President Trump signed into law the Setting Every Up Community for Retirement Enhancement (SECUR...

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Joshua B. Beisker

Nov 15, 2019
2 min

Using an LLC for Ownership of a Vacation Home

If you own a vacation home in your name individually or will acquire one by purchase or inheritance in the future, it is important to con...

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Joshua B. Beisker

Oct 22, 2019
1 min

IRS Issues Updated Guidance on Cryptocurrency

The Internal Revenue Service recently issued Revenue Ruling 2019-24 (https://www.irs.gov/pub/irs-drop/rr-19-24.pdf), providing the first ...

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Joshua B. Beisker

Aug 8, 2019
2 min

Make Sure Your Beneficiary Designations Are up to Date!

The bulk of the assets that a decedent leaves to his or her loved ones are usually made up of retirement accounts (e.g., IRA, 401(k)), life

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Joshua B. Beisker

Jun 7, 2019
2 min

New York Retroactively Reinstates the Estate Tax Clawback for Certain Taxable Gifts

On April 12, 2019, Governor Cuomo signed into law the New York Fiscal Year 2020 Budget, which included an amendment retroactively extendi...

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Joshua B. Beisker

Mar 5, 2019
1 min

If You Made Gifts in 2018, You May Need to File a Gift Tax Return

If you made gifts in 2018 in excess of the gift tax annual exclusion amount - $15,000 per donee in 2018, or $30,000 if a husband and wife...

4 viewsWrite a comment

Joshua B. Beisker

Jan 8, 2019
3 min

The Start of a New Year is the Perfect Time to Revisit Your Estate Planning Documents

There is no time like the present for individuals to review, revise and/or implement their estate planning strategy. Even if you believe ...

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Joshua B. Beisker

Aug 14, 2018
2 min

Make Sure to Pay Attention to New York State Estate Tax Laws

By now, everyone has heard of the Tax Cuts and Jobs Act and how it increased the federal gift and estate tax exemption to approximately $...

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Joshua B. Beisker

Mar 2, 2018
3 min

Estate Planning For Divorce

During the lifetimes of most married couples, especially when a child is involved, mutual estate planning is done so as to ensure that if...

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Joshua B. Beisker

Jan 30, 2018
3 min

Estate Planning Tips Under The New Tax Law

President Trump signed the Tax Cuts and Jobs Act of 2017 (the Act) into law on December 22, 2017, extensively modifying U.S. taxation law...

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ARTICLES & POSTS

Updating Your Estate Planning Documents During COVID-19

Estate Planning During the Coronavirus (COVID-19)

What the SECURE Act Means for Savers & Retirees

Using an LLC for Ownership of a Vacation Home

IRS Issues Updated Guidance on Cryptocurrency

Make Sure Your Beneficiary Designations Are up to Date!

New York Retroactively Reinstates the Estate Tax Clawback for Certain Taxable Gifts

If You Made Gifts in 2018, You May Need to File a Gift Tax Return

The Start of a New Year is the Perfect Time to Revisit Your Estate Planning Documents

Make Sure to Pay Attention to New York State Estate Tax Laws

Estate Planning For Divorce

Estate Planning Tips Under The New Tax Law

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