Newsletters/Client Alerts

Fall 2018 - This newsletter includes the following:

• Trusts and Estates

• The What, Why, When and How of Trust Decanting

• Corporate

• New York State Attorney General Weighs in on Non-Compete Agreements

• Pension

• Cash Balance Plans: The Smart Way to Increase Your Tax Deductible Plan Contributions
• IRS Pre-Approved 403(b) Plans

Spring 2018 - This newsletter includes the following:

• Corporate

• Dental Practice Transitions
• Review Your Open Payments Data by May 15th

• Trusts and Estates

• Estate and Gift Taxes Under the 2018 Tax Law

• Pension

• Using A Qualified Retirement Plan To Maximize Your “Qualified Business Income” Deduction Under the New Tax Law