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Wealth Management Update - Wealth & Asset Management

The January 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, a decrease from the December 2022 rate of 5.2%. ....

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When New York Taxpayers Move Overseas | Rivkin Radler LLP

Everyone has heard about the affluent, or even not-so-affluent, New Yorkers who have moved to Florida, or to another state, to escape New York’s tax regime, not to mention the cold. . ....

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