Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as …
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How To Benefit From Tax Diversification
When And How To Make An 83(b) Election
Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part …
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Duly Noted
A Connecticut Consumer Tax Break Comes At The Expense Of Business. Companies and trade groups in Connecticut are not happy …
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How Do You Know If Your Domicile Has Changed?
While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.
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Planning For Portability
In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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Looking Ahead: Winning In Life’s Second Half
If we measured human lives like football or basketball games, halftime would come for most of us when we are …
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When And How To Establish A Foundation
Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be …
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Dealing With A Loved One’s Cognitive Decline
When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether …
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Two Employees Promoted, Four Added At Palisades Hudson
Two veteran staffers joined the management team and four newcomers were added to our staff as Palisades Hudson enjoyed a …
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Duly Noted
Tax Court’s ‘Imaginary Scenario’ Reversed On Appeal. A federal appeals court sided with the taxpayer in an estate tax fight …
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