Publications Available on this website

• IRS Relaxes Qualification Rules for Public Charities, Client Advisory, October 11, 2011
• To Register or Restructure: Family Offices Affected by the Dodd-Frank Act, Client Advisory, October 11, 2011
• New Tax Laws, Client Advisory, December 20, 2010
• New Rules for Funds Held by New York Public Charities, Private Foundations and Other Not-For-Profit Organizations, Client Advisory, November 10, 2010
• No Time Like the Present to Consider a Roth IRA, Client Advisory, February 22, 2010
• Important Estate Tax Bulletin, Client Advisory, December 29, 2009
• Final Rules on Electronic Annual Return for Small Tax-Exempt Organizations, Client Advisory, August 14, 2009
• Annual Gift Tax Exclusion Amount to Increase to $13,000 as of January 1, 2009, Client Advisory, October 29, 2008
• New IRS Rules Affecting Written Tax Advice, Client Advisory, July 1, 2005
• New Tax Legislation Creates Opportunities for Issuers, Investors, Client Advisory, June 2, 2003

Additional Publications

• “Extending Time for Payments on Business Interests,” New York Law Journal, October 6, 2003
• "Annual Exclusion Amount Increased to $11,000/New York Changes its Principal and Income Act," Client Advisory, January 14, 2002
• "Tax-Advantaged College Savings," Client Advisory, November 28, 2001
• "New York Division of Tax Appeals Sides with Taxpayer in Dispute Concerning Use of Delaware Holding Company for Intangibles," Client Advisory, July 9, 2001
•  "Corporate Tax Shelters on Appeal--Big Taxpayer Win in Eighth Circuit; Mixed Results in Eleventh," Client Advisory, July 5, 2001
• "The Economic Growth and Tax Relief Reconciliation Act of 2001," Client Advisory, June 7, 2001
• "The Quest for the Zeroed-Out GRAT: Walton Says It Can Be Done," Estate Planning, June 2001
• “New Law Affects Tax Treatment of Foreign Trusts,” New York Law Journal, September 9, 1996
• “The Mathematics of Partial Interests in Property,” Probate and Property, November/December 1992
• Author Factors actuarial calculation software
• Editor and Frequent Contributor, Practical Drafting®