Proudly Serving Clients Since 1960
A Business and Tax-Oriented Law Firm
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Attorneys
Burg, Andrew
Dalrymple, James
Danziger, Joel
Danziger, Robert B.
Fenster, Jay
Gesser, David P.
Hamilton, Mark
Kissel, Claudia
Levine, Joshua S.
Markhoff, Harris
Markhoff, Michael
Miehl, Christopher
Roth, Andrew E.
Rubin, Irwin N.
Sastow, Gary S.
Actuaries
Abolafia, Andrea L.
Haugbro, Tina
Hill, Mickaela
Miller, William
Nahoum, Alex
O'Connell, Timothy
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Publications
Newsletters/Client Alerts
2022
Newsletters/Client Alerts
Fall 2022
- This newsletter includes the following:
Trusts & Estates
Pros and Cons of Joint Ownership and Transfer on Death Designations of Bank and Brokerage Accounts
Trust Decanting – Updating an Outdated Trust
Pension
Cash Balance Plans: The Smart Way to Increase Your Tax-Deductible Plan Contributions
Recent Trends in Incentive Compensation Plans Equity Incentive Plans
Corporate
The Evolution of Selling Your Professional Practice to Private Equity
Spring 2022
- This newsletter includes the following:
Client Alert
Innovative New IRS Pre-Audit Program Allows Plan Sponsors to Identify and Fix Plan Defects, Potentially Avoiding Costly Penalties”
Trusts & Estates
Estate and Gift Tax Update
Pension
Recent Trends in Incentive Compensation Plans
DOL IRS Proposes Comprehensive Overhaul of Required Minimum Distribution Rules, Incorporating SECURE Act -
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