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...INSIGHTS | By: Daniel R. Bernard | August 23, 2018
In my last article I wrote about the numerous reasons estate planning is important outside of estate tax planning, in light of the recent doubling of the federal estate tax exemption as part of the Tax Cuts and Jobs Act. This article is devoted to the other end of the...INSIGHTS | By: Katerina Grinko | April 23, 2018
As of December 31, 2022 the Town of Southampton will discontinue its partial real property tax exemption program which is now available to eligible first-time home buyers of newly constructed or substantially altered and renovated homes. Town Code Section 298-36...INSIGHTS | By: Bryan Drago | January 23, 2018
HIGHLIGHTS OF THE TAX CUTS AND JOBS ACT The Tax Cuts and Jobs Act (the “Act”), signed into law on December 22, 2017, provides substantial (but mostly temporary) changes to the tax code. This article is a summarized review and discussion of the key provisions of the...NEWS | April 24, 2017
Twomey, Latham, Shea, Kelley, Dubin & Quartararo is pleased to announce the addition of Lorraine Paceleo as an associate. Ms. Paceleo has been practicing law in New York since 1999, after graduating from St. John’s University School of Law. Lorraine is also a...NEWS | April 5, 2017
Twomey, Latham, Shea, Kelley, Dubin & Quartararo is pleased to announce that Daniel Bernard has earned his Master of Laws in Taxation from New York University School of Law. Daniel Bernard is a tax attorney who focuses his practice in the areas of estate planning,...COMMUNITY INVOLVEMENT | August 18, 2016
Laura Dunathan, Esq. and Anne Marie Goodale, Esq., partners in the Estate and Trusts Department of Twomey, Latham, Shea, Kelley, Dubin & Quartararo, conducted a seminar on Estate and Tax Planning with Trusts at The Rogers Memorial Library at 91 Coopers Farm Road...NEWS | September 11, 2015
The firm is pleased to announce the addition of Daniel Bernard as an associate. Mr. Bernard focuses his practice in the areas of estate planning, trust and estate administration, tax law, taxation, elder law and residential real estate. Prior to joining the firm, Mr....INSIGHTS | By: Bryan C. Van Cott | December 2, 2014
Since 1998, New York’s Tax Law § 1449-aa et seq. has allowed the five East End towns to impose upon buyers of certain real estate in those towns a 2% real estate transfer tax (the “Peconic Bay real estate transfer tax”) in order to fund the Peconic Bay region...Twomey Latham has enjoyed a steady rate of growth since it was established in 1973.
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