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Month: February 2008

Introduction to Special Needs Estate Planning

25 February, 2008

Special Needs Estate Planning focuses on the need to provide for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. It is

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THE ABCs OF STRETCH IRAs

24 February, 2008

You can plan to have your heirs inherit your IRA assets.   Can an IRA keep growing for a century or more? In theory, it can. Some people are planning to “stretch” their Individual Retirement

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A Change in Domicile to Florida Can Help Minimize Taxes

5 February, 2008

The below article applies to New Jersey, as well as New York Retirees who have homes in both New York and Florida may be able to reduce or eliminate New York income and estate taxes,

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Recent Posts

  • Parag Patel, Esq. Presents at New Jersey Society of Certified Public Accountants — “One Big Beautiful Bill”November 11, 2025
  • The Trust Fund Recovery Penalty in Focus: United States v. Flaim and the Unwavering Standard of “Willfulness”November 7, 2025
  • ₿ Reporting Digital Assets: Understanding the Basic Income Tax Rules for CryptocurrencyNovember 4, 2025
  • The End of an Era: The IRS Eliminates the Acknowledgement of the Facts IDROctober 31, 2025
  • IRS Appeals Enhances Post Appeals Mediation (PAM) for Greater Taxpayer LeverageOctober 25, 2025

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