eNewsletter Stand

  CORPORATE TRANSPARENCY ACT On January 1, 2021 Congress passed the National Defense Authorization Act (“NDAA”) overriding President Trump’s veto which included a piece of legislation known as the Corporate Transparency Act (“CTA”). The CTA requires all entities formed or registered to do business in the United States or under an Indian Tribe (a “Reporting […]

VACCINE MANDATES FOR  FEDERAL CONTRACTORS AND EMPLOYERS Vaccine mandates and/or requirements are ever changing and evolving at this stage of the COVID-19 pandemic.  On September 9, 2021, President Biden signed Executive Orders (“Order(s))” imposing the following requirements: Government Contractors and Executive Branch Employees: All executive branch employees must be vaccinated; All employees of government contractors […]

The Top 5 Essential Estate Planning Tools During The Pandemic Traditionally, when people think of setting up an estate plan, they simply think of having a will drafted. However, the recent pandemic has highlighted more than ever the importance of other often overlooked estate planning documents everyone should have in place, in all instances. The […]

Can An Employer Ask An Employee If He/She Received And/Or Require The Covid-19 Vaccination In December 2020, we published a newsletter discussing the fact that employers can require their employees to receive the COVID-19 vaccine in order to return to work.  This office receives at least 5 calls a day on whether the employer can […]

Business Interruption Insurance Coverage Denied for CoViD-19 Related Business Losses and Expenses In our May, 2021 e-newsletter, we discussed the Allegheny County Court of Common Pleas decision in the case Ungarean v. CNA, No. GD-20-006544, 2021 Pa. Dist. & Cnty. Dec. LEXIS 2 (Pa. Com. Pl. Mar. 22, 2021), which was one of the first […]

PREPARING FOR PRESIDENT BIDEN’S TAX PLAN The next phase of President Biden’s economic agenda is his proposed new tax plan targeted towards the top 1% high earners in hopes of raising $1.5+ trillion in extra tax revenue over the next decade. This has created a lot of anxiety and concern for wealthy individuals, families, and […]

The Court Grants Business Interruption Insurance Coverage for COVID-19 Related Business Losses On March 22, 2021, the Court of Common Pleas of Allegheny County issued a decision in a case relating to whether a Pennsylvania business owner was entitled to insurance coverage for COVID-19 related business losses. This case is one of the first judicial […]

What Are The Top Nine Estate Planning Questions To Discuss In An Estate Planning  Interview ?   What is estate planning?   Why do I need to have an estate plan? Estate planning is the process of anticipating and arranging for the management and disposal of your estate during your life, as well as at and […]

Practical Steps to Protect Your Family, Finances, Retirement, and Estate from the Next Disaster One year ago this month, we were in a different world. Bars and restaurants were open without restriction, we could attend sporting events, we could attend concerts and festivals, major cities were thriving where the majority of the work force commuted […]

The Potential Tax Savings of Upstream Gifts to Parents Since the passage of the Tax Cuts and Jobs Act of 2017 combined with the mortality age shift, a new estate planning technique has become increasingly attractive. The technique, often called “Upstream Gifting”, involves making gifts of appreciated assets up the family tree to parents and/or […]

2020 Year In Review The year 2020 has certainly been a trying, difficult year as a result of the COVID-19 pandemic, racial injustice and the US Presidential election. There has been tremendous change, suffering and crises in this country.  Throughout the year, our office has tried to provide timely and relevant information in our email […]