Strategies For Owning Property In Multiple States

by S Z | Sep 15, 2019

Ownership of property in multiple states can raise many estate planning issues. Whether you own property directly or through an entity (such as a trust or corporation) may have a dramatic impact on the settlement of your estate and the taxes due. Fortunately, there...

Recent Case Highlights Need for Providers to Comply with the 60-Day Overpayment Rule

by Kelsey Barcomb | Sep 15, 2019

On October 13, 2017, the United States Department of Justice (DOJ) announced a $448,821.58 settlement with First Coast Cardiovascular Institute, PA (First Coast), a Florida provider of clinical and laboratory services, to resolve allegations that First Coast...

CMS Issues Revised Stark Self-Disclosure Form

by Wiggin and Dana LLP | Sep 15, 2019

On March 28, 2017, the Centers for Medicare and Medicaid Services (“CMS”) announced that effective June 1, 2017, all disclosures made pursuant to Self-Referral Disclosure Protocol (“SRDP”) must use new Form CMS-10328 available here. What is the...

Connecticut Estate Tax Exemption Increased

by Wiggin and Dana LLP | Sep 15, 2019

Breaking news: The new Connecticut state budget, signed yesterday by Governor Malloy, increases the individual exemption from Connecticut estate and gift tax from its current level of $2,000,000 up to $2,600,000 in 2018, to $3,600,000 in 2019 and to match the federal...

Private Client Services 2017 Year-End Advisory

by Wiggin and Dana LLP | Sep 15, 2019

Major tax reform has been a hot topic lately as both the House of Representatives and the Senate have passed tax bills that propose significant changes to the current income and transfer tax systems. In this 2017 Year-End Advisory, we outline changes to the transfer...