Insights
How Will States React to the Federal Tax Reform?
January 1, 2017
Blue states and their residents are feeling blue in light of the federal Tax Cuts and Jobs Act. The main culprit is the new limit on the deduction for state and local taxes (SALT).
State Tax Observations
January 1, 2017
“Taxpayer Hell!” screamed a headline in a New York Magazine article addressing New York State residency audits. That was more than twenty years ago. Some things never change.
Reaching the Family Office Tipping Point
March 3, 2016
By Gemma Leddy, CPA Is now the time to set up a family office? That’s the million dollar question, or more […]
Cyber Intrusion – Ready or Not
October 28, 2015
By Thomas DeMayo, Director, IT Risk Advisory In today’s cyber environment with all the news headlines focusing on the big data […]
Easing the Stress of Special Purpose Vehicles and Funds of One
September 29, 2015
Increasingly, institutional investors and family offices are making more and more direct investments. This has led to the formation of […]