Posts Tagged ‘robert birnbaum’
Year-end Tax Strategies to Consider Now
Whether you anticipate your income taxes to increase next year due to higher earnings or changes due to tax legislation, consider the following before December 31. To offset capital gains: Harvest your losses by selling taxable investments. Harvest your gains by selling taxable investments if you have capital loss carryovers or year-to-date losses for the…
Read MoreTwo Bright Sides of Estate Planning During COVID-19
There have been arguably few financial “silver linings” that we can point to in recent months, but there are two (2) opportunities at this time worth noting for wealthy clients interested in mitigating estate and gift taxes. not assigned carolyn m. glynn | covid | estate planning
Read MoreSichenzia Ross Ference Trust & Estate Attorneys Quoted in LegalZoom Article
Press Release – New York, NY – December 6, 2019 – Sichenzia Ross Ference (SRF) trust and estate attorneys Jodi Zimmerman and Robert Birnbaum were quoted in a LegalZoom article entitled Including Your Stepchildren in Your Estate Plan, written by Sandra Beckwith. Zimmerman and Birnbaum elaborate on tips for preparing wills and trusts to include stepchildren…
Read MoreSichenzia Ross Ference Estate Planning Practice Saves Client $800,000
Press Release – May 30, 2019 – Sichenzia Ross Ference LLP Trusts and Estates practice head, Robert Birnbaum, achieved tax savings of approximately $800,000 on an $8 million estate for a client by utilizing a unique plan of trusts and funded life insurance. Please contact RBirnbaum@srf.law for more information. not assigned srf
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