Estate and Gift Tax Update
Dear clients and friends of the firm,
We would like to update you on the recent IRS and New York State law changes. Please click on the links below for detailed information on each.
IRS – Portability extension for decedents filing after December 31, 2010 and guidance on relief
NYS Estate and Gift Tax proposal changes effective April 1, 2014
NYS Trust Reform proposal
We will continue to keep you updated on important tax law changes and proposals as they become available.
Please contact our office to discuss these or any other matters that may apply in your particular situation.
Sanders Thaler Viola & Katz, LLP