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Newsletter
Estate, Gift and GST Tax Update
New York Basic Exclusion Amount to Increase in 2026
The New York LLC Transparency Act — What Business Owners Need to Know
December 2025
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Newsletter
2018 Estate, Gift And GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update: Exploit the Gift Tax Annual Exclusion Amount
Make Sure that You Take Your IRA Required Minimum Distributions by December 31, 2017
New Jersey Estate Tax to be Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount Passing Free From Estate Tax to $5,250,000
Connecticut Raises Basic Exclusion Amount Passing Free From Estate and Gift Tax to $2,600,000 in 2018
Proposed Legislation – Tax Cuts and Jobs Act
December 2017
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Newsletter
Estate, Gift and GST Tax Update
Gift Tax Planning
Make sure you take your IRA Required Minimum Distributions by December 31, 2018
New Jersey Estate Tax Was Eliminated on January 1, 2018
New York Raises Basic Exclusion Amount to $5,740,000
Connecticut Raises Basic Exclusion Amount Passing Free From Estate and Gift tax to $3,600,000 in 2019
Crummey Withdrawal Notices – Recommended Practices
Annual Payment Checklist
December 2018
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Newsletter
Lessons for Running a Foundation from the Complaint against the Donald J. Trump Foundation
Should You Create Your Own Private Foundation?
A Donor Advised Fund Is an Easy Alternative to a Private Foundation
New Florida Decanting Statute Expands Ability to Amend Irrevocable Trusts
September 2018
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Newsletter
Low Interest Rates Yield Wealth Transfer Opportunities
Creating a "GRAT": Heads You Win, Tails You Break Even
Intra-family Loans: A Simple Yet Effective Estate Planning Tool
Charitable Lead Trusts Can Save Transfer Taxes
August 2016
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Newsletter
Use It or Lose It - Increased Gift and GST Exemption Amounts Expire on 12/31/12
Income Tax Deductions for Charitable Donations May Be Denied Without a Qualified Appraisal Mohamed v. Commissioner, T.C. Memo 2012-152
Crummey Withdrawal Notices - Recommended Practices
September 2012
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Newsletter
Income Tax Considerations of Estate Planning Are More Important Than Ever
New York Raises Basic Exclusion Amount to $3,125,000
Last Call for Utilizing Valuation Discounts?
July 2015
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Newsletter
New York Significantly Changes its Estate Tax - No Decrease in Estate Tax for the Wealthy
April 2014
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Newsletter
Under Proposed changes to New York's Estate, Gift and Generation-Skipping Transfer Tax Rules, There Are Advantages to Making Gifts Before April 1, 2014
March 2014
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Newsletter
2014 Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan
One Year Later
Reading the IRS Q&A on Net Investment Income Tax with a Focus on Estates and Trusts
December 2013