On June 29, 2021, Governor Ron DeSantis signed into law Senate Bill 1070, known as the Florida Uniform Directed Trust Act (the “Act”), which expands
According to Google Trends, the amount of people searching “cryptocurrency” or “crypto” reached an all-time high this year. However, many people do not understand the
Tax attorneys from the Florida and New Jersey offices of Cooper Levenson will present a virtual “Breakfast Briefing” on Friday Feb. 19, 2021. Speakers at
Now more than ever, people are contemplating changing their state residency. We are frequently approached by clients seeking to relocate to Florida for financial reasons
After part one of our article regarding ABLE accounts, we received several inquiries about how funds in ABLE accounts may be invested, how ABLE accounts
A second round of Paycheck Protection Program is now available to qualifying businesses. This program is different than the first round. The time to act
The Achieving a Better Life Experience Act (the “ABLE Act”) provides families with a valuable savings mechanism that has been underutilized since its enactment into
by: Michael L. Salad and Craig Panholzer The Tax Cuts and Jobs Act of 2017 capped state and local tax (“SALT”) deductions at $10,000. This
August 8, 2020Michael Salad, Esq. | Craig Panholzer, Esq. In the world of e-mails and text messages, financial planners are often pressed to answer their
The cost of healthcare is a significant concern to most Americans. A Health Savings Account (“HSA”) allows health insurance subscribers to save federal income taxes.