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As published in Forbes, December 3, 2021. By Edward Segal HBO’s hit show, Succession follows a dysfunctional family as they navigate the complexities (and drama) of running a family-owned conglomerate headquartered in New York City. While the show is pure fiction, journalist Edward Segal draws parallels to real-life business owners […]
Understanding the Importance for Planning of your Future and your Beneficiaries’ Needs We all know the saying, “There are two things in life that are unavoidable: death and taxes.” But what about death taxes? Prior to 2018, New Jersey residents often used the terms “estate tax” and “inheritance tax” interchangeably […]
As published in the New Jersey Law Journal, April 29, 2021 Designing an estate plan to protect an inheritance should not be reserved just to the wealthiest clients. For most clients, the risk of a child’s divorce is far greater than the risk of a future estate tax. To ensure […]
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 […]
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