Archives: Newsletters

January 2018 Newsletter

Monday, January 8, 2018

ESTATE PLANNING AND TCJA 2017            We have received many telephone calls with questions of “how will the new tax bill affect my estate planning?” Although The Cuts and Jobs Act (“TCJA”) of 2017 affects your... Continue Reading

December 2017 Newsletter

Wednesday, December 6, 2017

UTILIZING PRIVATE FOUNDATIONS AS AN ADVANCED ESTATE PLANNING TECHNIQUE There are many tools, techniques and plans that can be utilized to personalize your estate plan. Many individuals approach estate planning with the sole... Continue Reading


Thursday, November 2, 2017

How Intentionally Defective Grantor Trusts Can Reduce Federal Estate Taxes The use of an intentionally defective grantor trust (IDGT) is a clever and efficient way to transfer wealth to your children or future generations,... Continue Reading


Thursday, November 2, 2017

Tax Changes Affecting Individuals in the Health Reform Legislation On March 30, 2010, President Obama signed into law H.R. 4872, the Health Care and Education Reconciliation Act of 2010 (Reconciliation Act, RL. 111-152), thus... Continue Reading


Thursday, November 2, 2017

Pozzuolo Rodden Trial Team Wins $4.1 Million Binding Award for Former CEO Wrongfully Fired by Publicly Traded Company In an effort to educate our business clients on the proper procedure to dismiss a senior employee, we have... Continue Reading