Personal Wealth Advisors Blog

Blogs January 16, 2020 You Mean I Can’t Bribe the Coach? Modern Ethics Issues You Didn’t See Coming

A discussion of how perceptions of ethics are changing – and how societal changes and trends are affecting the way we have to behave and communicate.

Blogs January 16, 2020 What Makes a Special Needs Trust So Special, and When Should One Be Used?

A discussion of the concepts related to special needs trusts (different types of public assistance – those that are means-tested and those that are not; difference between self-settled trusts and third party-settled trusts; different types of distrib…

Blogs January 16, 2020 Why Do I Cringe Every Time I See an S Corporation in My Client’s Estate Plan?

A discussion of the handling of S corporation returns in estate plans.

Blogs January 14, 2020 The Life-Changing Magic of Grantor Trusts

A recap of Sam Donaldson’s session from Heckerling focused on grantor trusts and SWAPs

Blogs December 13, 2019 Final Anti-Clawback Regulations Issued

A discussion of the recently-released anti-clawback regulations, governing taxpayers’ use of the doubled basic exclusion amount for gifts.

Blogs October 14, 2019 IRS Clarifies Tax Treatment of Crypto Hard Forks, Airdrops

A discussion of the IRS’s recently published guidance on calculating taxes owed on cryptocurrency holdings and certain transactions.

Blogs September 27, 2019 History of Global and Economic Trade Meetings – Will This Week Be Different?

A look at the success (or lack thereof) of global economic trade meetings over the last several years.

Blogs August 16, 2019 EisnerAmper Hosts NYSSCPA Family Office Committee

Talking points for family office professionals including cybersecurity, personal security, the global market and the tax impact of cross-border mobility for wealthy families situated outside the United States.

Blogs August 07, 2019 STEP Israel

A look at various estate tax issues for U.S. and Israeli decedents holding U.S. property.