PRACTICESTrusts and Estates
EDUCATIONFordham University, B.S., 1960
Fordham University School of Law, J.D., 1968
- New York
- United States Supreme Court
- United States Tax Court
- United States District Court, Southern District of New York
- United States District Court, Eastern District of New York
Client Alert: Tax Planning This Election Year07/22/2020
The Tax Cuts and Jobs Act of 2017 effected a number of tax changes that benefited high-net-worth individuals and businesses. With the upcoming Presidential and other elections this November, which could deliver control of the White House and the Senate to the Democrats, a number of observers have expressed concern that many of the foregoing benefits, as well as benefits that were in effect prior to enactment of the 2017 Tax Act, may be repealed.
For this reason, and because asset values are expected to increase as the recession winds down, there are a number of steps high net worth taxpayers might consider in order to take advantage of these endangered benefits. These steps include triggering income and gain this year, accelerating asset acquisitions and like-kind exchanges, restructuring foreign and domestic business operations, and gift giving. Learn more in this alert.
Philanthropy and Estate Taxes04/01/2002 | Fordham University 1841 Society Newsletter
Planning Your Way Around Estate Taxes09/01/2001 | Fordham University 1841 Society Newsletter
Why a Will?04/01/2001 | Fordham University 1841 Society Newsletter
Charitable Giving Under the Economic Recovery Act of 198110/01/1981 | Commerce Clearing House Financial and Estate Planning
Fees for Estate Planning11/01/1978 | Estate Planning Magazine