Joshua B. BeiskerMar 202 minEstate 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...
Joshua B. BeiskerDec 27, 20192 minWhat the SECURE Act Means for Savers & RetireesSECURE ACT ENACTED On December 20, 2019, President Trump signed into law the Setting Every Up Community for Retirement Enhancement (SECUR...
Joshua B. BeiskerNov 15, 20192 minUsing an LLC for Ownership of a Vacation HomeIf 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...
Joshua B. BeiskerOct 22, 20191 minIRS Issues Updated Guidance on CryptocurrencyThe Internal Revenue Service recently issued Revenue Ruling 2019-24 (https://www.irs.gov/pub/irs-drop/rr-19-24.pdf), providing the first ...
Joshua B. BeiskerAug 8, 20192 minMake 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
Joshua B. BeiskerJun 7, 20192 minNew York Retroactively Reinstates the Estate Tax Clawback for Certain Taxable GiftsOn April 12, 2019, Governor Cuomo signed into law the New York Fiscal Year 2020 Budget, which included an amendment retroactively extendi...
Joshua B. BeiskerMar 5, 20191 minIf You Made Gifts in 2018, You May Need to File a Gift Tax ReturnIf 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...
Joshua B. BeiskerJan 8, 20193 minThe Start of a New Year is the Perfect Time to Revisit Your Estate Planning DocumentsThere is no time like the present for individuals to review, revise and/or implement their estate planning strategy. Even if you believe ...
Joshua B. BeiskerAug 14, 20182 minMake Sure to Pay Attention to New York State Estate Tax LawsBy now, everyone has heard of the Tax Cuts and Jobs Act and how it increased the federal gift and estate tax exemption to approximately $...
Joshua B. BeiskerMar 2, 20183 minEstate Planning For DivorceDuring the lifetimes of most married couples, especially when a child is involved, mutual estate planning is done so as to ensure that if...
Joshua B. BeiskerJan 30, 20183 minEstate Planning Tips Under The New Tax LawPresident Trump signed the Tax Cuts and Jobs Act of 2017 (the Act) into law on December 22, 2017, extensively modifying U.S. taxation law...
