News & Insights

The New Tax Math for People Living in High-Tax States

NEWS | September 13, 2019

Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and local taxes for states with low to no state and local tax states. Daniel was quoted as saying, “‘New York is very aggressive with residency audits. They...

Florida Estate Administration

INSIGHTS | By: | July 30, 2019

I have written articles in the past pertaining to Florida estate and tax planning, “Estate Planning for Snowbirds” and “Domicile: A State Tax Consideration for Snowbirds” but what happens when a someone dies owning property Florida? The simple answer, is that, as in...

European Union’s New Privacy Laws Set to Take Effect

INSIGHTS | By: | May 22, 2018

Any U.S. based business that sells products or provides services via the internet, no matter how large or small, is technically a global business. Although having a global reach is normally a good thing, it can also come with serious responsibilities. For instance, if...