HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 23, 2020
In response to the coronavirus outbreak and in an effort to ease people’s financial worries, U.S. Treasury Steve Mnuchin announced that the deadline to file income tax returns has been pushed back three months. Lorraine Paceleo, Attorney, Twomey, Latham, Shea, Kelley,...HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 17, 2020
Our firm, like so many other businesses in our area and around the country, has implemented a number of measures to protect the health of our clients and staff, and to continue to serve the needs of our clients during this difficult time. With five offices located...NEWS | November 22, 2019
Daniel R. Bernard (right), Associate, Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP, accepts the Leadership in Law award from Alicia Jabbour (left), Associate Publisher, Long Island Business News, at the Leadership in Law award ceremony at the Crest Hollow...INSIGHTS | By: Daniel R. Bernard | October 24, 2019
The week of October 21-28, 2019 is National Estate Planning Awareness Week. The purpose of National Estate Planning Awareness Week is to educate the public about the importance of estate planning. So, in that regard, this article will address what happens when someone...NEWS | October 22, 2019
Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Law You Should Know” radio show and podcast, to discuss estate planning considerations for snowbirds. Daniel and host, Kenneth Landau, addressed such topics as...INSIGHTS | By: Daniel R. Bernard | October 16, 2019
A prenuptial agreement can conjure in people the thought of a wealthy person marrying a not so wealthy person, or celebrities marrying each other, or an older spouse marrying a younger spouse. Some people have a pessimistic outlook on prenuptial agreements, and see...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: Daniel R. Bernard | 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: Daniel R. Bernard | 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...COMMUNITY INVOLVEMENT | July 23, 2019
The North Fork Breast Health Coalition welcomes Bernadette to the non-profit, all-volunteer organization’s board, which now totals eleven dedicated women and men. As a committee member for the 2019 Pink Pearl Gala, Bernadette has already had the opportunity to...INSIGHTS | By: Daniel R. Bernard | 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....INSIGHTS | By: Daniel R. Bernard | November 2, 2018
In my last article, “Estate Planning for Snowbirds,” I briefly mentioned that for people who divide their time between New York and Florida, an important question is domicile or in which state you are considered a resident. In this article, I will address the tax...