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Reflecting on the profound insights shared during Anchin’s 2024 Financial Services Forum, we are thrilled to highlight key quotes from our esteemed panelists. Panel Topic: Today’s Outlook on the Industry Panelist: Christina Lovett, Vice President at J.P. Morgan Private Bank Daniel Strachman, CDDA, Managing Partner at A&C Advisors LLC David Fitzgerald, Partner at Sadis & Goldberg LLP Zach Romanovsky, CFA, Investment Specialist at J.P. Morgan Private Bank
Anchin Invites you to Sip, Savor, and Secure Your Future: Estate and Gift Planning for Multi-Generational Families with Real Estate on July 25th at 4 pm at our New York Office. Enjoy networking and happy hour while learning more about how multi-generational families who own real estate can benefit from reviewing their estate and gift plans before the federal exemption expires at the end of 2025. https://lnkd.in/ed_QFBg2
The recent amendments to New York State's Prompt Payment Act aim to address the issue of past due payments in the construction sector, providing a positive development for contractors. In this #AnchinAlert, Martin Arking and Phillip Ross, CPA explain how the updated Act introduces favorable changes, including stricter deadlines for payments and limits on retainage, to help alleviate payment delays and potential disputes. https://lnkd.in/eXQmSkGM
Join us at our upcoming panel discussion "Is Your House in Order? Succession Planning and Protecting Your Brand" on October 23, at 11:15 AM at the Staffing World 2024 conference. Moderated by Diane Geller, Partner at Fox Rothschild, panelists Chris Noble, Partner and Leader of Anchin’s Professional Services and Technology Groups, Heather Ries, Partner at Fox Rothschild, and Brian Kennedy, M&A Advisor at R.A. Cohen Consulting will discuss succession planning considerations as well as provide guidance on addressing potential obstacles, and protecting your brand. #StaffingWorld2024 #BusinessContinuity
Anchin Invites you to Sip, Savor, and Secure Your Future: Estate and Gift Planning for Multi-Generational Families with Real Estate on July 25th at 4 pm at our New York Office. Enjoy networking and happy hour while learning more about how multi-generational families who own real estate can benefit from reviewing their estate and gift plans before the federal exemption expires at the end of 2025. https://ow.ly/Nz1h50Sv5jf
While inheritances are often viewed as generous gifts, there are situations where declining them may be the wiser financial choice, especially when considering potential tax implications. In this #AnchinAlert Michael F. Rudegeair, CPA, CFP®, explains how utilizing a qualified disclaimer not only directs assets more suitably but also can lead to significant tax advantages. This strategic decision enables assets to bypass the initial beneficiary and pass directly to the next in line, thus preserving estate tax exemptions and potentially reducing other tax liabilities. https://lnkd.in/eWKpVhqj
