Our office prepares newsletters and memoranda on a regular basis to update our clients and their advisers on matters of importance to their estate plans, personal and business matters. These current and archived newsletters and memoranda may be accessed below:
Newsletters
- 2024 Estate and Gift Tax Planning
- 2024 Benefit Limits
- 2023 Estate and Gift Tax Planning
- 2023 Benefit Limits
- 2022 Estate and Gift Tax Planning Limits
- 2022 Benefit Limits
- 2021 Benefits Limits
- 2019 Benefit Limits
- 2017 Federal Estate Tax Portability Election Extension
- 2017 Benefit Limits
- 2016 Partnership Tax Diligence
- 2016 Estate and Gift Tax Planning Limits
- Federal Estate Tax "Portability" Election and Benefits
- 2015 Estate Planning and Income Tax Basis
- 2015 Estate and Gift Tax Planning
- 2015 Pension Limits
- 2014 Estate and Gift Tax Planning
- 2013 Year-End Planning Letter
- Federal and New York State Tax Collection Developments
- The Roth IRA - A Valuable Estate Planning Technique
- Intentionally Defective Grantor Trust IDGT a Valuable Estate Planning Tool
- 2010 Estate Tax Law
- ACRIS - Notice of Recorded Documentation Notification
- Tax Amnesty and Other NYS Issues
- New IRS Collection Procedures
- Generation Skipping Tax Alert
- Tax Planning for the Kiddie Tax Law Changes
- Waiver of 2009 RMD; Remedial Relief Available
- Waiver of 2009 Required Minimum Distribution
- Estate Planning Overview
- Qualified Domestic Trust (QDOT)
- Trust Techniques Transferring Property
- 401(a)(9) Final Regulations
- Alert - Medicare Part D
- 2006 & 2007 Minimum Distribution Requirements for Charitable Purposes
- 2003 Tax Legislation
- Revised 2001 Minimum Distributions
Government
Federal
Offshore Voluntary Disclosure Program
- 2012 Offshore Voluntary Disclosure Program
- Comparison of Form 8938 and FBAR Requirements
- Delinquent FBAR Submission Procedures
- How to Make an Offshore Voluntary Disclosure
- IRS Offshore Voluntary Disclosure Efforts Produce $6.5 Billion; 45,000 Taxpayers Participate
- Offshore Voluntary Disclosure Initiative Frequently Asked Questions and Answers
- Streamlined Filing Compliance Procedures
- Transition Rules: Frequently Asked Questions (FAQs)
- U.S. Taxpayers Residing in the United States
Estate Planning
- Analysis of closely held business - Section 6166
- Applicable Federal Rates
- Guidance on Electing Portability of Deceased Spousal Unused Exclusion Amount
- Late Portability Elections
- Savings Bond Calculator
- Section 7520 actuarial tables
- Valuation of US Treasury Bills
Tax Exempt Organizations
- Check Status of Exempt Organizations
- Reinstatement of Tax-Exempt Status After Automatic Revocation
- Revoked? Reinstated? (Charities & Non-Profits)
Individual
- Canceled Debts, Foreclosures, Repossessions and Abandonments (for Individuals)
- Collection Financial Standards
- Debt Cancellation
- Home Office Deductions
- Interim Guidance Memo For Offer In Compromise
Business
Pension
- COLA Increases for Dollar Limitations on Benefits and Contributions
- Correcting Plan Errors – Fill-in VCP Submission Documents
- Cost - of - Living Adjustments for Retirement Items
- Tax Information for Retirement Plans
- Voluntary Correction of Pension Plan Errors
Procedure
- Affordable Care Act (ACA) Tax Provisions
- Apply for an Employer Identification Number (EIN) Online
- Independent Contractor (Self-Employed) or Employee?
- Internal Revenue Bulletins
- Internal Revenue Manual (IRM)
- Internal Revenue Service
- IRS Forms and Publications
- IRS Interest on Tax Underpayments Calculator
- IRS Unveils New Version of Smartphone App; IRS2Go 2.0 Offers Videos, Tax Help
- IRS Withholding Calculator
- Medicare
- Publication 538 - Accounting Periods and Methods
- Return Preparation and Filing Options
- Rulings and Determination Letters
- Social Security Administration
- Understanding Your IRS Notice or Letter
- United States Tax Court
- Where to file IRS returns for New York filers
- Where's My Refund
New York State
- New York City Tax Commission
- New York Comptroller
- New York Department of Labor Wage Theft Prevention Act
- New York Department of State
- New York Marriage Equality Act
- New York Nonresident Audit Guidelines
- New York State Courts
- New York State Department of Taxation and Finance
- New York State Employment Laws/Labor Standards
- New York State Guardian and Fiduciary Services
- New York State Nursing Home Profile
- New York State Unified Court System
- New York Voluntary Disclosure and Compliance Program
- New York's 529 College Savings Program Direct Plan - Tax Benefits
- Nonresident Audit Guidelines
- NYS Employment Laws/Labor Standards
- Permanent Place of Abode
- Sales tax publications and tax bulletins
- STAR exemptions
- Tax Information Access and Transaction Authorization Information
- Uniform Commercial Code Forms & Fees
- Voluntary Disclosure and Compliance Program
New York City
- Automated City Register Information System (ACRIS)
- Metropolitan Commuter Transportation Mobility Tax (MCTMT)
- New York City Office Website
- NYC Department of Bulidings
- NYC Department of Environmental Protection
- NYC Department of Finance
- NYC eService Center
- NYC Real Estate Search
Retirement
Financial News
Legal
- A GUIDE TO ATTORNEY DISCIPLINARY PROCEDURES IN NEW YORK STATE
- American Bar Association
- New York State Bar Association
To speak with an experienced attorney in tax law and trust and estate issues who is fluent and comfortable with the analysis and dissection of numbers, contact Iven R. Taub at 212-286-7700 today.