Tax Planning

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Tax Planning

Whether you are an individual, family, business, or not-for profit, we offer you full support. We work with you to create fully compliant practical strategies. Planning incorporates present, future and legislative changes as they relate to tax compliance, savings and deferral.

Blog

May 15, 2026Cga

The Importance of Beneficiary Reviews

IRAs are different from other assets. Company plan assets and insurance policies also are governed by different rules, and they must be considered separately from other assets. They generally pass by contract, and not under the provisions of your will. The beneficiary form usually supersedes other documents, so planning and administering these documents are key, especially when the majority of your assets are held in these accounts. These forms should be reviewed annually, and designations should be confirmed with all custodians to make sure their records correctly represent your wishes. Mistakes with beneficiary forms can be key in administering your estate, and your loved ones may suffer severe consequences if these forms are not in order upon your death. Many times, disasters have arisen when beneficiary forms have not been updated for critical lifetime events, such as marriage and divorce.

May 15, 2026Cga

Understanding Trump Accounts

NYCPA Personal Financial Planning Presentation on Monday 05-18-2026 from 9:00 am to 9:50 am

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