Robert AdlerMay 3, 2020Life Events Trigger Estate Plan ReviewReview your estate plan if any of the following events are applicable to your situation...
Robert AdlerMar 29, 2020Paying Estate Tax In InstallmentsInternal Revenue Code Section 6166(a)(1) provides that an executor may elect to pay all or a portion of the estate tax attributable to a...
Robert AdlerMar 29, 2020Coronavirus Aid, Relief, and Economic Security Act (Selected Highlights) Stimulus Payments: Up to $1,200 per person ($2,400 married joint) and $500 per child under 17. Eligibility is based on 2019 tax filing...
Robert AdlerMar 27, 2020COVID-19 Executive Order Authorizes Virtual Notarization in New York StateNew York Governor Andrew Cuomo has issued Executive Order 202.7, which temporarily suspends the rule requiring physical appearance before...
Robert AdlerFeb 24, 2020Life Insurance and the Three Year RuleLearn how to avoid the three year rule problem.
Robert AdlerFeb 23, 2020What is a Deficit Restoration ObligationProper planning allows a partner to avoid having its share of losses shifted away to other partners.
Robert AdlerJan 19, 2020What is FBAR?Failure to file a FBAR when required to do so may result in civil penalties, criminal penalties, or both.