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Should a Revocable Living Trust be Part of Your Estate Plan?

Estate planning can be a complicated matter, with many things to consider during the process. One consideration is the various types of trusts available to the individual. Among these is […]

Why Would a Married Couple File Separate Tax Returns?

If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your individual tax situation. In general, it depends on which filing […]

More About CRT—Small Business Tax Credit & Voluntary Disclosure

In my previous blog, I talked about the basics of the New York City Commercial Rent Tax (CRT). In today’s article, I want to talk about two issues that were […]

Important Dos and Don’ts When Following Up With Prospective Clients/Customers

The hard work has already been done. The webinar is over, the first in-person meeting was a day ago, the seminar ended yesterday, or perhaps your email campaign has made […]

Navigating the Complexities of Professional License Compliance

As a professional license holder, you spent a great deal of time, money, and energy to attain your credential. Make sure you are up to date with your license’s compliance […]

Defer Tax with a Like-Kind Exchange

Do you want to sell commercial or investment real estate that has appreciated significantly? One way to defer a tax bill on the gain is with a Section 1031 “like-kind” […]

Five Talent Acquisition Approaches in a Competitive Market

The competition for talent is fierce these days. In any market, finding the right person for the right job is no simple task, and it requires an organized and well-reasoned […]

Considering a Life Insurance Policy?

Life insurance is one of many financial instruments out there. Its primary purpose is to provide a financial benefit to the dependents of the insured. I remember during my childhood, […]

Considerations When Converting Your Home into a Rental Property

In some cases, homeowners decide to move to new residences, but keep their present homes and rent them out. If you’re thinking of doing this, you’re probably aware of the […]