Resources

As published in the New Jersey Law Journal, March 19, 2021 While digital assets, or more precisely, cryptocurrency, have made certain transactions simpler, they have complicated the estate planning process. Clients who have acquired such assets must incorporate them into their estate planning documents or risk losing them forever. Digital […]

As published in New Jersey CPA Magazine, Spring 2021 With Democrats now controlling the White House and both chambers of Congress, President Biden could be poised to implement an agenda that may affect millions of taxpayers. During his presidential campaign, President Joe Biden, in an effort to raise revenue by […]

As published in New Jersey CPA Magazine, July/August 2020 Issue In Wayfair, the Court upheld a South Dakota law that required certain out-of-state sellers to collect and remit sales tax regardless of whether the business had a physical presence in South Dakota. For over 50 years, since the Supreme Court’s […]

As published in Estate Planning, a Thomson Reuters publication, June 2020 Vol 47/No 6 An entry-level primer to ensure planners are addressing the special considerations of families in second (or later) relationships. Blended families come in a variety of configurations. On one end of the spectrum the clients may be […]