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Taxation News

  • Demouchet Lectures at St. John's Law School

    November 07, 2015

    Preston C. Demouchet, who is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups, lectured at St. John’s University School of Law on "Malpractice Concerns and Ethical Issues Facing Trusts and Estates Attorneys."

  • Boggio Elected Director of Westchester's Estate Planning Council

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 03, 2015

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, was elected a director of the Estate Planning Council of Westchester County.

  • Boggio Speaks on Estate Planning with Revocable Trusts for WWBA

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerApril 16, 2015

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, spoke on April 16, 2015 on "Estate Planning with the Revocable Trust” for the Westchester Women's Bar Association (Trusts & Estates and New Lawyer Committees). 

  • Streng is Program Chair for NYSBA Trusts & Estates Law Section's Annual Program

    Frank W. Streng, White Plains Estate Litigation LawyerJanuary 28, 2015

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was the program chair for the annual CLE program held in Manhattan for the Trusts & Estates Law Section of the New York State Bar Association. The program, attended by about 600 lawyers, was entitled, "Revocable Trusts: Administration & Litigation in New York."  Frank was also part of the panel discussion at the program, entitled: “A Model for Litigating Revocable Trusts in New York.”

  • Boggio Elected to Executive Committee of Trusts & Estates Law Section of NYSBA

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJanuary 28, 2015

    Gail M. Boggio, who co-chairs our Trusts & EstatesTax and Surrogate’s Court Litigation groups, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association. Gail serves as Vice Chair of the Continuation Legal Education Committee.

  • Demouchet Part of Panel Discussion for Young Professionals Seeking Jobs

    October 17, 2014

    Preston C. Demouchet, who is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups, was part of a panel discussion on October 17, 2014 for Young Professionals sponsored by the Westchester County Association entitled “Recruit Westchester”. The panel presentation focused on assisting young professionals in their job searches.

  • Boggio, Bramson, Brophy, Donelli, Gebhardt, Miller & Streng Selected as Super Lawyers

    Frank W. Streng, White Plains Estate Litigation LawyerGail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerHowell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerDolores Gebhardt, White Plains Divorce LawyerJudge Miller, Appellate Practice & Mediation LawyerOctober 01, 2014

    Seven of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Howell Bramson has again been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has again been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has again been selected in the fields of Appellate/Family Law. Frank W. Streng has been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.

  • Bramson Co-Authors Article on Changes in New York Tax Law

    Howell Bramson, White Plains Business & Tax LawyerSeptember 01, 2014

    Howell Bramson, who chairs our Taxation practice group, authored an article for the Newsletter for the Trusts & Estates Law Section of the New York State Bar Association. entitled "New York has at Last Updated its Estate, Gift & Trust Income Taxes – But Were These the Requested Changes."

  • Streng is a State-Wide Chair of CLE Program on Discovery Proceedings in Surrogate's Court and Will Lecture in Multiple Locations

    Frank W. Streng, White Plains Estate Litigation LawyerJune 11, 2014

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Discovery Proceedings in Surrogate’s Court" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations: Albany [5/29/14], Buffalo [5/30/14], Manhattan [6/11/14], Long Island [5/30/14], Rochester [6/5/14], Syracuse [5/29/14] and Westchester [6/5/14). Frank lectured at three locations (Albany, Manhattan and Westchester) on the portion of the program entitled, "Turnover Phase, Discovery and Trial".

  • Streng Moderates & Bramson Speaks at Webcast on Changes in NYS Tax Law

    Frank W. Streng, White Plains Estate Litigation LawyerHowell Bramson, White Plains Business & Tax LawyerMay 30, 2014

    Frank W. Streng and Howell Bramson participated in a webcast sponsored by the Trusts & Estates Law Section of the New York State Bar Association that discussed the changes that were just enacted in New York's tax law. Effective April 1, 2014, New York made significant changes to its estate tax and in the income taxation of certain trusts. Howell spoke at the webcast. Frank was the moderator.

  • Demouchet Speaks at Career Night for "WHEELS"

    April 03, 2014

    Preston C. Demouchet, who is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups, spoke at Career Night for Washington Heights Expeditionary Learning School (WHEELS). WHEELS is a New York City public school dedicated to serving students from the Washington Heights neighborhood in Manhattan, and was recently featured in President Obama’s State of the Union.

  • Demouchet Joins Firm as Associate Attorney

    January 22, 2014

    We are pleased to announce that Preston C. Demouchet has joined our firm and is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups.

  • Newfield is a State-Wide Moderator of NYSBA Program on Exempt Organizations

    December 12, 2013

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups, was a state-wide moderator of a program entitled "Advising and Operating the New York Not-for-Profit Organization" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in four locations: Albany [11/15/13],

    Buffalo [11/6/13], Manhattan [12/12/13] and Syracuse [12/5/13]. Lisa was also the moderator of the Manhattan program.

  • Boggio Lectures on Estate Planning & Family Wealth Transfers

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerDecember 10, 2013

    Gail M. Boggio, a member of our Trusts & Estates and Tax groups, lectured on December 10, 2013 on “Estate Planning and Family Wealth Transfers” for the Richmond County Bar Association (Surrogate's Court Committee).

  • Kiggins Acts as Guest Judge for Yale Mock Trial Invitational

    December 07, 2013

    Robert J Kiggins, a member of our Corporate and Taxation groups, will be a guest judge at the 2013 Yale Mock Trial Invitational Tournament, to be held December 7th and 8th, 2013 at Yale University.

  • Bramson Speaks on Estate Valuation Discounting

    Howell Bramson, White Plains Business & Tax LawyerNovember 13, 2013

    Howell Bramson, who chairs our Taxation practice group, lectured in Elmsford, New York on November 13, 2013 for the Elder Law Section of the New York State Bar Association as part of an all-day program entitled, "Advanced Document Drafting for the Elder Law Attorney." Howell provides an Overview of Estate Valuation Discount Vehicles, such as FLPs, CRTs, etc.

  • Kiggins Attends International Tax & Business Conference

    November 04, 2013

    Robert J Kiggins, a member of our Corporate and Taxation groups, attended the Fourth Annual ITSAPT (International Tax Systems and Planning) Conference, sponsored by the International Fiscal Services Group of London, England. Attendance at the conference was global and included individuals from countries in Europe, North and South America, the Middle East and Asia.

  • Streng Co-Chairs NYSBA Program "Introduction to Estate Planning"

    Frank W. Streng, White Plains Estate Litigation LawyerOctober 31, 2013

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Introduction to Estate Planning" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations: Albany [10/30/13], Buffalo [10/29/13], Manhattan [10/30/13], Long Island [10/31/13], Rochester [10/28/13], Syracuse [10/31/13] and Westchester [10/29/13]).

  • Boggio, Bramson, Brophy, Donelli, Gebhardt & Miller Selected as Super Lawyers

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerHowell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerDolores Gebhardt, White Plains Divorce LawyerJudge Miller, Appellate Practice & Mediation LawyerOctober 01, 2013

    Six of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Gail M. Boggio has been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Howell Bramson has again been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has again been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has again been selected in the fields of Appellate/Family Law. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.

  • Philip T. Temple, Esq., Former McCarthy Fingar Partner Dies

    August 16, 2013

     

    With deep sadness, we report that one of our former partners, Phil Temple, died on August 16, 2013, after a long illness. Phil was a beloved partner of the firm and had co-chaired our Charitable Gift Planning and Exempt Organizations groups. Phil received his undergraduate degree in English from City College of New York in 1954 and an LL.B. from Columbia University in 1957.

     

    Beyond his leadership role at McCarthy Fingar, Phil was one of the leading practitioners and lecturers in the field of gift and estate planning for more than 50 years. Phil devoted much of his practice to personal planning for non-profit institutions and philanthropists, major gift planning for non-profit institution development offices, and personal estate planning for individuals. Phil was a frequent lecturer on the tax aspects of philanthropy before many charitable organizations and educational organizations, such as the following: Albertson College, American Heart Association, American Institute for Philanthropic Studies, American Institute of Certified Public Accountants (AICPA), American Red Cross (Cincinnati Area Chapter), Arthritis Foundation, Association for Health Care Philanthropy, Association of Development Officers (Westchester Chapter), Association of the Bar of the City of New York, College Miscricordia, Council on Foundations, Estate Planning Council of New York City, Financial Planning Association, Foundation for Accounting Education, Israel Humanitarian Foundation, Jewish Community Board of Akron, Jewish Community Foundation of Southern Arizona, Jewish Federation of Greater Philadelphia, Lorman Educational Services, Metropolitan Jewish Geriatric Foundation, Middlebury College, National Association of Philanthropic Planners, National Conference on Planned Giving, New York Public Charities, New York State Bar Association, New York University, Orchard Foundation (the supporting organization of The Christian and Missionary Alliance), Pace University, Planned Giving Council of New Jersey, Planned Giving Group of Connecticut, Planned Giving Group of Greater New York, Practising Law Institute, St. Luke's Health Foundation, The New York Botanical Garden, UJA Federation of NY, United Jewish Communities, United Jewish Communities, United Way of Westchester and Putnam, Westchester Chapter of the New York State Society of Certified Public Accountants. Westchester County Bar Association and Wisconsin Evangelical Lutheran Synod.

     

    Phil was also a former chair of the Committee on Non-Profit Organizations of The Association of the Bar of the City of New York.

     

    Phil is survived by his three children, Eric, Adam and Pamela, and four grandchildren. Condolences can be sent to Adam and Amy Temple, 629 Kappock Street, Bronx, NY 10463. The family asks that in lieu of flowers, please remember Phil by making a contribution to the UJA Federation of NY.

     

    A memorial service was held on August 23, 2013 at Riverside Memorial Chapel, 180 West 76th St, New York, NY.

  • Bramson Elected Co-Chair of WCBA Tax Section

    Howell Bramson, White Plains Business & Tax LawyerJuly 01, 2013

    Howell Bramson, who chairs our Taxation practice group, was elected co-chair of the Tax Section of the Westchester County Bar Association.

  • Boggio Lectures on Estate Planning for Affluent Clients

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 08, 2013

    Gail M. Boggio, a member of our Charitable Gift PlanningTaxation and Trusts & Estates groups, lectured on "Planning for the Affluent Client or the Changing Landscape” at the Annual Convention of the Women’s Bar Association for the State of New York in Philadelphia, Pennsylvania. Gail's presentation discussed, among other topics, lifetime giving to reduce the New York estate tax; planning for retirement assets; the continuing value of the bypass trust; and the new portability rules. Click at Outline to see seminar outline.

  • Bramson Speaks on Tax Planning for Non-Citizens

    Howell Bramson, White Plains Business & Tax LawyerMay 23, 2013

    Howell Bramson, who chairs our Taxation practice group, lectured on "US Income Tax and Estate Planning for Non-Citizens" on May 23, 2013 in Tarrytown, New York for UJA Federation of NY’s 23rd Annual Westchester Estate, Tax and Financial Planning Conference. Click at Outline to see seminar outline.

  • Kiggins Speaks on 1099 Reporting for IRS

    May 15, 2013

    Robert J Kiggins, a member of our Corporate and Taxation groups, lectured on May 15, 2013 in Shelton, Connecticut for Lorman Education on "IRS Form 1099 Reporting: What You Need to Know." Click at Power Point to see presentation.

  • Newfield is Moderator of NYSBA CLE Program on Probate and Administration of Estates

    December 10, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was the moderator on December 10, 2012 for an all-day program in Manhattan entitled "Probate and Administration of Estates" sponsored by the Trusts & Estates Law Section of the New York State Bar Association. Lisa also spoke on Estate Tax & Fiduciary & Individual Income Tax Issues at the program.

  • Newfield Lectures on Tax Benefits of Charitable Gift Planning

    November 15, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, spoke at Blythedale Children’s Hospital on November 15, 2012 on "Charitable Gift Planning: How Leaving a Legacy Benefits You, Your Family & Blythedale."

  • Kiggins Speaks in London on Tax Planning for Foreign Investment in U.S.

    November 08, 2012

    Robert J Kiggins, a member of our Corporate and Taxation groups, spoke in London, England on November 8, 2012 on Tax Planning for Foreign Investors in US Real Estate. Bob presented his speech at The Third Annual ITSAPT (International Tax Systems and Planning) Conference sponsored by the International Fiscal Services Group of London, England, and was held at the historic Landmark Hotel, in Marylebone, London. The format for the program was a case study based on a hypothetical involving commercial investment in the US by a foreign investment group. Attendance at the conference was global and included individuals from countries in Europe, North and South America, the Middle East and Asia. Click at Powerpoint to see Bob's presentation.

  • Streng in the News, Again, on his Nissan Leaf

    Frank W. Streng, White Plains Estate Litigation LawyerNovember 02, 2012

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, continues to be in the news on his Nissan Leaf electric car. Previously, Frank was interviewed by News 12 Westchester as the first owner of the Nissan Leaf in Westchester. This time, Frank was interviewed by the New York Times on how he faired with his Leaf during Sandy, when he had no power at his home to charge his car. As the Time reports: “With no power (or generator) at home, Mr. Streng has been using a public charger at the White Plains train station, a couple of blocks from his office. 'I’m now using that as a primary energy source,' Mr. Streng said. 'It’s my third day in a row doing it. It’s worked out fine.'”

  • Newfield Speaks on Charitable Lead Trusts

    October 17, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was part of a panel discussion on Charitable Lead Trusts on October 17, 2012 for the Planned Giving Group of Greater New York in New York City.

  • Bramson, Brophy, Donelli, Gebhardt & Miller Selected as Super Lawyers

    Howell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerDolores Gebhardt, White Plains Divorce LawyerJudge Miller, Appellate Practice & Mediation LawyerOctober 01, 2012

    Five of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Howell Bramson has been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has been selected in the fields of Appellate/Family Law. Joe Brophy has also been selected as one of Westchester's top 25 lawyers. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.

  • Kiggins Admitted to Connecticut Bar

    June 15, 2012

    Robert J Kiggins, a member of our Corporate and Taxation groups, was admitted to practice law in the State of Connecticut and joins our team of attorneys serving our Connecticut clients. Bob's clients includes financial services firms and individuals based in Connecticut. Bob's corporate and business law expertise includes his work for clients on both hedge funds and securities law.

  • Kiggins Interviewed on Effect of New Jobs Act on Hedge Funds

    March 29, 2012

    Robert J Kiggins, a member of our Corporate and Taxation groups, who devotes part of his practice to representing hedge funds, was interviewed by Hedge Funds Review on "The Jumpstart Our Business Startups (Jobs) Act" that was recently signed into law by President Obama. Subject to SEC regulation, that law eliminates long-standing restrictions on advertising by hedge funds.

    "This is a potential game changer," says Robert Kiggins, counsel at the law firm McCarthy Fingar. "Subject to the SEC rule-making, this means hedge funds can promote and market their products through mass media channels, from television adverts to newspapers articles and websites."

  • Streng Interviewed by Sierra Club on Electric Car

    Frank W. Streng, White Plains Estate Litigation LawyerMarch 14, 2012

    Frank W. Streng, who heads our Surrogate's Court Litigation group, continues to enjoy his "celebrity" status in purchasing the first pure electric car in Westchester County. Frank was interviewed by the Sierra Club.

  • Newfield Elected to Executive Committee of NYSBA's Trusts & Estates Section

    January 25, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association and is a Vice Chair of the section's Charitable Organizations committee.

  • Streng Elected Chair of NYSBA's Trusts & Estates Section's CLE Committee

    Frank W. Streng, White Plains Estate Litigation LawyerJanuary 25, 2012

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group and co-chairs our Trusts & Estates group, was reelected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association and Chairs the section's Continuing Legal Education committee.

  • Newfield Lectures on Estate Planning for Botanical Gardens

    January 11, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, lectured on Estate Planning on January 11, 2012 for the Botanical Gardens in a program entitled, "Plans to Make Today to Help Your Family Tomorrow."

  • Kiggins & Bramson Author Chapter on US Taxes on International Tax Systems

    Howell Bramson, White Plains Business & Tax LawyerJanuary 01, 2012

    Robert J. Kiggins and Howell Bramson, both members of our Corporate and Taxation groups, have authored the United States chapter to a book edited by Roy Saunders, of International Fiscal Services, based in London, entitled “International Tax Systems and Planning Techniques”. The book covers the tax laws of over 30 countries, including most of the European Union, portions of Asia and Eastern Europe, the United States, Brazil and Canada, and a number of offshore tax havens. The purpose of the book is to assist in the tax analysis of cross border transactions and investments.

  • Kiggins Lectures on 1099 Reporting for IRS

    November 15, 2011

    Robert J Kiggins, a member of our Corporate and Taxation groups, lectured on November 15, 2011 in Bridgeport, Connecticut for Lorman Education on "IRS Form 1099 Reporting." This was Bob's third program for Lorman on Form 1099 issues, having lectured for Lorman on this topic in Cromwell, Connecticut, and White Plains, New York. Click at Power Point to see Bob's presentation on this program.

  • Kiggins Lectures on 1099 Reporting for IRS

    November 10, 2011

    Robert J Kiggins, a member of our Corporate and Taxation groups, lectured on November 10, 2011 in White Plains, New York for Lorman Education on "IRS Form 1099 Reporting." This was Bob's second program for Lorman on Form 1099 issues, having lectured for Lorman on this topic in Cromwell, Connecticut. He is doing a third program on the same topic in Bridgeport, Connecticut on November 15, 2011. Click at Power Point to see Bob's presentation on this program.

  • Kiggins Lectures & Participates in Panel Discussion on International Tax Planning for Migration of Businesses & High Net Worth Individuals

    November 03, 2011

    Along with the emergence of the global economy and the ever increasing exposure of companies and  high net worth individuals to economies and tax regimes outside of their home country, migration for tax and business reasons is becoming increasingly common. Robert J Kiggins, a member of our Corporate and Taxation groups, lectured and participated in an international expert panel discussion at the Second Annual Conference of the International Tax Systems and Planning Techniques (ITSAPT) Professional Association to be held in London, England on November 3, 2011. Bob covered the topic of personal migration to the United States for social, personal business and tax reasons. The first part of the Conference discussed the complex issues involved in corporate/business migration, such as change of legal domicile or place of organization, change in place of management or control, and considerations involved in international mergers. The second part of the Conference discussed individual migration issues, such as residence and domicile, beneficial tax regimes for individuals migrating into a country, pre-immigration planning, including the use of trusts and foundations, and beneficial structures used to acquire real estate for personal use in the countries involved in a migration.

  • Boggio Elected to Executive Commitee of WCBA's Trusts & Estates Section

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerOctober 28, 2011

    Gail M. Boggio, a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups, was elected to the Executive Committee of the Trusts & Estates Section of the Westchester County Bar Association on October 28, 2011.

  • Newfield Lectures for NYSBA on Charitable Gift Planning

    October 27, 2011

    Lisa Newfield lectured on October 27, 2011 in Mt. Kisco, New York on Charitable Planning for the Trusts & Estates Law Section of the New York State Bar Association, as part of an all-day program entitled "Introduction to Estate Planning."

  • Newfield is Moderator of NYSBA CLE Program on Estate Planning

    October 24, 2011

    Lisa Newfield was the moderator on October 24, 2011 for an all-day program in Manhattan entitled "Introduction to Estate Planning", sponsored by the Trusts & Estates Law Section of the New York State Bar Association. Lisa also lectured on Charitable Gift Planning at this program.

  • Kiggins Lectures on IRS Form 1099 Reporting

    September 27, 2011

    Robert J Kiggins, a member of our Corporate and Taxation groups, lectured on September 27, 2011 in Cromwell, Connecticut for Lorman Education on "IRS Form 1099 Reporting." Form 1099 Reporting has been something of a hot area of late, with many businesses being caught off-guard on compliance issues. At this program, Bob covered many Form 1099 topics, including: due dates for providing and filing Form 1099s; penalties for non-compliance; most common types of 1099 filings; the distinction between independent contractors and employees; procedures for obtaining IRS determination of independent contractor or employee status of workers; electronic Form 1099 submissions; and Form 1099 error corrections. Click at  Power Point to see Bob's presentation on this program.

  • Bramson Lectures for UJA on Valuations & Discounts in Estate Planning

    Howell Bramson, White Plains Business & Tax LawyerMay 19, 2011

    Howell Bramson lectured on "Taxes and Valuation Issues; Special Valuation Rules under Chapter 14" on May 19, 2011 in Tarrytown, New York for UJA Federation of NY’s 21st Annual Westchester Estate, Tax and Financial Planning Conference. See Seminar Outline.

  • Kiggins and Bramson Contribute to International Tax Publication

    Howell Bramson, White Plains Business & Tax LawyerFebruary 16, 2011

    Robert J Kiggins and Howell Bramson, members of the Firm’s Corporate and Taxation groups, are working with the IFS Consultant Group, based in London, England and headed by Roy Saunders as Chairman, and with Prof. William H.  Byrnes, IV of  Thomas Jefferson School of Law in San Diego, California, on writing the 2011 revisions to the US Chapter of  “International Tax Systems & Planning Techniques”, a book on cross border personal and business financial  transactions and related tax implications. The revisions will be designed to keep abreast the ever accelerating changes in this field. For example, in view of the expansion of Internet trading as a major element in today’s global economy, the revisions to the US Chapter will highlight some of the international tax issues facing Internet trading companies.  The 2011 Edition of the book is targeted for release and publication in the Spring of this year.

  • Boggio Elected Director of State Women's Bar Association

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 25, 2010

    Gail M. Boggio was elected as a Director of the Women's Bar Association of the State of New York. Gail is a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups.

  • Newfield Lectures on Charitable Giving for Hudson Valley Estate Planning Council

    October 24, 2009

    Lisa Newfield lectured on October 24, 2009 at SUNY New Paltz for the Hudson Valley Estate Planning Council on Charitable Planning as part of the Council's Estate Planning Day. See Lisa's You Tube Interview on this program.

  • Newfield Lectures for NYSBA On Various Tax Issues

    June 12, 2009

    Lisa Newfield lectured on June 12, 2009 in White Plains, New York on "Taxes in a Nutshell" for the Trusts and Estates Law Section of the New York State Bar Association, as part of an all-day program entitled "Everything You Wanted to Know About Estate Planning for the Middle Class Client (But Were Afraid To Ask)". Click at program for additional information.

  • Bramson Lectures for UJA on Current Estate Planning Techniques

    Howell Bramson, White Plains Business & Tax LawyerMay 21, 2009

    Howell Bramson lectured on May 21, 2009 in White Plains, New York on "Estate Planning Techniques Best Suited for the Current Economic Environment” for UJA Federation of NY’s 19th Annual Westchester Estate, Tax and Financial Planning Conference. For lecture materials, click on Seminar Outline.

  • Boggio Elected President of Women's Bar Associate of the State of New York

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMay 01, 2008

    Gail M. Boggio was elected President of the Women's Bar Association of the State of New York.

  • Boggio Lectures for WCBA on Surrogate Court Accountings

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerNovember 13, 2007

    Gail M. Boggio lectured in White Plains, New York on November 13, 2007 for the Westchester County Bar Association (Trusts & Estates Section) on "Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)". For lecture materials, click on Seminar Outline.

  • Bramson Lectures on Defective Grantor Trusts

    Howell Bramson, White Plains Business & Tax LawyerSeptember 26, 2007

    Howell Bramson lectured on September 26, 2007 at Credit Suisse's offices in Rye Brook, New York on "Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts." For lecture materials, click on Seminar Outline.

  • Newfield Lectures for WWBA on Charitable Trusts and Private Foundations

    September 07, 2007

    Lisa Newfield lectured on September 24, 2007 for the Westchester Women's Bar Association in White Plains, New York on “Using Charitable Trusts and Private Foundations in Estate Planning." For lecture materials, click on Seminar Outline.

  • Bramson Lectures for UJA on New Deferred Compensation Rules

    Howell Bramson, White Plains Business & Tax LawyerMay 31, 2007

    Howell Bramson lectured on May 31, 2007 in White Plains, New York on "New Deferred Compensation Rules” for UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference.

  • Newfield Lectures on Trusts for Charities for NYSBA

    May 16, 2007

    Lisa Newfield lectured on "Trusts for Charities" as part of an all-day program in Tarrytown, New York on May 16, 2007 entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques" for the Trusts and Estates Law Section of the New York State Bar Association.

  • Boggio Elected President-Elect of the Women's Bar Association of the State of New York

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMay 01, 2007

    Gail M. Boggio was elected President-Elect of the Women's Bar Association of the State of New York.

  • Boggio Named Partner of Firm

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJanuary 01, 2007

    Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of Surrogate’s Court LitigationTrusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.

  • Crames Joins McCarthy Fingar as Counsel

    November 15, 2006

    Charles F. Crames has joined the firm as counsel and is a member of our Trusts and Estates, Taxation, and Matrimonial and Family Law groups.

  • Newfield Lectures for NYSBA on Tax Issues

    October 24, 2006

    Lisa Newfield lectured on administration of estates, with an emphasis on tax issues, as part of an all-day program in Tarrytown, New York on October 24, 2006 entitled "Probate and Administration of Estates" for the Trusts and Estates Law Section of the New York State Bar Association.

  • Bramson Lectures for UJA on Family Limited Partnerships & Limited Liability Companies

    Howell Bramson, White Plains Business & Tax LawyerMay 25, 2006

    Howell Bramson lectured on May 25, 2006 in White Plains, New York for UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference on "FLPs and LLCs – Current Status.”

  • Bramson and Donelli Lecture on Tax Issues Related to Divorce

    Howell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerMay 09, 2006

    Howell Bramson and Kathleen Donelli lectured on "Tax Issues Related to Divorce" on May 9, 2006 at The Bank of New York in White Plains. For lecture materials, click on Seminar Outline.

  • Bramson Lectures on Current Strategies Using Family Limited Partnerships

    Howell Bramson, White Plains Business & Tax LawyerMay 26, 2005

    Howell Bramson lectured on May 26, 2005 in White Plains, New York for UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference on "Current Strategies Using Family Limited Partnerships.” For lecture materials, click on Seminar Outline.

  • Newfield Lectures on Credit Shelter Trusts & Renunciations in Estate Planning

    February 07, 2005

    Lisa Newfield lectured in White Plains, New York on February 7, 2005 for the Westchester County Bar Association (Trusts & Estates Section) on "Estate Planning for the Small to Mid-Size Estate: To Credit Shelter or Not to Credit Shelter: Renunciation". For lecture materials, click on Seminar Outline.

  • Newfield Named Partner of the Firm

    January 01, 2005

    We are pleased to announce that Lisa Newfield has been named a partner of the firm. Lisa will continue to practice in the areas of Trusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.

  • Bramson Lectures on Forming and Advising Businesses

    Howell Bramson, White Plains Business & Tax LawyerNovember 15, 2004

    Howell Bramson lectured in Tarrytown, New York on November 15, 2004 for the New York State Bar Association on "Forming and Advising Businesses".

  • Bramson Lectures on Family Limited Partnerships & Current Strategies

    Howell Bramson, White Plains Business & Tax LawyerMay 19, 2004

    Howell Bramson lectured on May 19, 2004 in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.

  • Bramson Lectures on IRS Attacks on Family Limited Partnerships and Current Strategies

    Howell Bramson, White Plains Business & Tax LawyerApril 26, 2004

    Howell Bramson lectured in White Plains, New York on April 26, 2004 for the Westchester County Bar Association (Co-Sponsored by the Tax and Trusts and Estates Section) on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.

  • Fishman Authors Article for Tax Hotline on Tax Deadlines

    April 01, 2004

    L. William Fishman's article - “Timing Really is Everything – So Use Tax Deadlines and Time Limits to Your Advantage” - appeared in the April, 2004 issue of Tax Hotline.

  • Fishman Lectures on Income Tax Matters

    January 05, 2004

    L. William Fishman was a lecturer at a program sponsored by Smith Barney for brokers seeking a certification as a financial planner.  As part of this program, Bill lectured on income tax matters (including all aspects of individual taxation and some aspects of partnerships, corporations and trusts).  The lecture program began on January 5, 2004 and continued through March 22, 2004.

  • Kiggins is Moderator of Conference on Regulatory Environment for E Commerce and Variable Products

    June 16, 2003

    On June 16, 2003, Robert J. Kiggins  was the moderator at a National Association for Variable Annuities conference in Washington, D.C. on “The Regulatory Environment for E Commerce and Variable Products”.

  • Bramson Lectures for NYSBA on Forming and Operating the Partnership and LLP

    Howell Bramson, White Plains Business & Tax LawyerNovember 12, 2002

    Howell Bramson lectured in White Plains, New York on November 12, 2002 for the New York State Bar Association on "Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills Forming and Advising Businesses".

  • Bramson Lectures on Recent Developments on Family Limited Partnerships and Other Gifting Techniques

    Howell Bramson, White Plains Business & Tax LawyerSeptember 25, 2002

    Howell Bramson lectured in White Plains, New York on September 25, 2002 for the Westchester County Bar Association (Tax Section) on "Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”.

  • Newfield Lectures on Tax Benefits of Donating Art to Charity

    July 10, 2002

    Lisa Newfield lectured for the American Cancer Society on July 10, 2002 on benefits of donating art to charity at the Kenise Barnes Fine Art Gallery in Larchmont, New York.

  • Newfield Lectures on Income Tax Issues in Elder Law Planning

    June 06, 2002

    Lisa Newfield lectured on June 6, 2002 on "Income Tax Issues in Elder Law Planning" for Pace University School of Law's Continuing Legal Education program.

  • Newfield Elected to Planned Giving Advisory Council of American Cancer Society

    June 01, 2002

    Lisa Newfield was elected to the Board of the American Cancer Society’s Planned Giving Advisory Council.

  • Bramson Lectures for UJA on Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning

    Howell Bramson, White Plains Business & Tax LawyerMay 23, 2002

    Howell Bramson lectured on May 23, 2002 for UJA Federation of NY's 12th Annual Westchester Estate, Tax & Financial Planning Conference on "Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning."

  • Bramson Lectures on Retirement Planning & Estate Planning for Physicians

    Howell Bramson, White Plains Business & Tax LawyerMay 15, 2002

    Howell Bramson lectured on May 15 2002 at the Crowne Plaza in White Plains, New York as part of a program hosted by Merrill Lynch and the Firm on “Retirement Planning & Estate Planning for Physicians”.

  • Temple Lectures on Planning for Retirement, Elder Law & Charitable Giving Under the Tax Act of 2001

    May 02, 2002

    Philip T. Temple lectured on May 2, 2002 in New York City for the UJA Federation of NY at a seminar entitled "Planning for Retirement, Elder Law and Charitable Giving Under the Changes in Tax Act 2001".

  • Boggio Elected Secretary of Eastchester Bar Association

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMarch 01, 2002

    Gail M. Boggio was elected Secretary of the Eastchester Bar Association.

  • Boggio Appointed Co-Chair of New Lawyers Group of Westchester Women's Bar Association

    March 01, 2002

    Gail M. Boggio was appointed co-chair of the New Lawyers Group of the Westchester Women's Bar Association.

  • Kiggins Helps Raise Funds for Briarcliff Manor Community Relief Fund through Children’s Help Net Foundation

    March 01, 2002

    Robert J. Kiggins is working with Children’s Help Net Foundation which is in discussions to combine charitable fund raising efforts with the Briarcliff Manor Community Relief Fund

  • Kiggins Updates Article on United States/South Africa Income Tax Treaty

    November 01, 2001

    Robert J. Kiggins revised his article on the "United States South Africa Income Tax Treaty" in which he discusses the impact of the new South Africa tax on capital gains.

  • Bramson Lectures on New Qualified Plan Minimum Distribution Rules

    Howell Bramson, White Plains Business & Tax LawyerSeptember 24, 2001

    Howell Bramson lectured on September 24, 2001 for Westchester County Bar Association (Trusts & Estates and Tax Sections) on "New Qualified Plan Minimum Distribution Rules".

  • Newfield Lectures on Special Problems in Fiduciary Income Taxation

    May 21, 2001

    Lisa Newfield lectured on May 21, 2001 for the New York State Bar Association on "Special Problems in Fiduciary Income Taxation".

  • Bramson Lectures on Taxation of Technology Companies

    Howell Bramson, White Plains Business & Tax LawyerMay 15, 2001

    Howell Bramson lectured for Lorman Education on Taxation of Technology Companies.