June 9, 2026 |
News
In our March newsletter article, we provided an overview of the newly established Trump Accounts, a tax-advantaged savings vehicle designed to help families build long-term financial security for children. That discussion addressed…
May 28, 2026 |
News
Written by Jeffrey S. Gold, CPA LMC Tax Director UPDATE: The final budget approved on May 27, 2026, did not include any of the proposed changes to the PTET credit. New…
May 28, 2026 |
News
Ari Shamir, Partner and Family Office Co-Lead, has been named a 2026 NYCPA Emerging Leader by the New York State Society of CPAs. The 2026 Emerging Leaders were recognized at the recent NYCPA…
