by Jenna Schwerdtle | Dec 12, 2022
As 2022 draws to a close, we present our annual year-end advisory, which outlines our outlook for 2023 planning and highlights year-end planning opportunities. We also welcome the additions of Associates Kateryna Bakhnak, Ruth Fortune and Andrew Philbin. To read the...
by Jenna Schwerdtle | Dec 6, 2022
On December 2, 2022, Partner Jolie Apicella authored an article for New York Law Journal titled, “Impact of ‘Ruan v. United States’: Taking Stock of the Legal and Compliance Implications for Criminal Law and Health Care Practice.” Following the...
by Kelly Sweeney | Dec 5, 2022
On November 28, 2022, Partners Andrew Ritter, Adam Silverman and Jack Sousa authored an article in TechCrunch titled, “Interim rate of return: A better approach to valuing early-stage startups.” The article takes a look at how the interim rate of return...
by Jenna Schwerdtle | Dec 2, 2022
Grantor Retained Annuity Trusts, commonly referred to as “GRATs,” are an excellent tool to transfer wealth outside of your taxable estate while using a minimal amount of gift tax exemption in the process. GRATs are great estate planning vehicles for clients with...
by Kelly Sweeney | Nov 23, 2022
On September 2, 2022, the Group of Seven nations (G7) announced that they would impose a price cap on Russian oil and petroleum products, to undermine Moscow’s ability to finance war in Ukraine. A week later, the U.S. Department of Treasury, Office of Foreign...
