Meet The Author Cheryl Donaldson Client Advisory Cheryl is a Principal and a member of the firm’s Executive Financial Counseling team. With over 20 years of extensive tax and legal experience, she provides... Learn More
Estate Planning What Is New York’s Estate Tax Cliff?As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or…
Financial Planning Domicile vs. Tax Residency: What Is Domicile and How Do You Change It?As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act…
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. TaxpayersIt is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for…
Cross-Border Planning Guide to Financial Planning for Non-U.S. Citizens Living in the United StatesThose living (or soon to be living) in the United States on a green card or U.S employment visa face many financial, tax and legal…
Financial Planning Splitting Retirement Accounts in DivorceWhen going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any…