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…
May 28, 2026 |
News
Donor-advised funds (DAFs) have become one of the most popular charitable giving tools for high-income and high-net-worth taxpayers. They offer immediate tax deductions while allowing charitable contributions to be distributed over time.…