Article-2562

May 13, 2014 | Asset Protection Planning

Will your good deed go unpunished?: Limiting nonprofit individual liability

A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. ...

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Article-2552

May 12, 2014 |

New York Tax climate improves slightly, according to Tax Foundation

An estate that is worth more than $1 million is a bit more common in New York than in other states, but for much of ...

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Article-2556

May 9, 2014 | Asset Protection

Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs

If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...

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Article-2549

May 9, 2014 |

Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs

If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...

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Article-2546

May 8, 2014 | Estate planning

Do You Have a Digital Fortune?

The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe ...

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Article-2543

May 7, 2014 | Asset Protection Planning

For Student Loans – Read the Fine Print: Risks for Student Loan Borrowers and Co-Signers

The details matter when it comes to getting a signature on your student loan agreement: it turns out that some private student loans have a ...

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Article-2540

May 6, 2014 | Estate Plan

Put Your Trust in a Trust

Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...

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Article-2534

May 5, 2014 | Administration

Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach

Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...

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Article-2531

May 2, 2014 | 401K

Wisely Select Your IRA Beneficiary

If you have spent your working and pre-retirement years pouring into, rather than having to tap into, your retirement savings, congratulations! You’re on your way ...

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Article-2526

May 1, 2014 | Estate planning

The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws

At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...

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<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>