INSIGHTS | By: | July 15, 2020
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid the “death tax.” I will share with you the same two pieces of good news I share with those clients. First, we do not have a “death tax” in the United States. It...
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...
INSIGHTS | By: | August 23, 2019
The end of June is an exciting time in the United States Supreme Court, because the Court issues many of its opinions on the cases heard during that term, before recessing until the first Monday in October. This past term was especially rare, as the Court heard a...
INSIGHTS | By: | July 2, 2019
Graduation season is upon us. Many recent high school graduates will be enjoying these next couple of months of summer vacation before heading off to college and beginning the next phase of their lives. Many view the end of high school as the beginning of adulthood....