Monthly Archives: February 2014

Estate Planning with gifting is likely to get much more expensive & complicated for NY Residents

estate_planningFor those who live in New York, the opportunity to implement a Trusts-based Estate Plan with gifting is about to get much more expensive & complicated if Governor Cuomo’s proposal makes it through.

“Gov. Cuomo has proposed a change to New York’s estate and gift tax law that will require all taxable gifts made by a New York resident after March 31, 2014, to be included as part of the gross estate for purposes of calculating the New York estate tax.”

• “Currently, there is no gift tax in New York, and although the amount of lifetime taxable gifts made by a New Yorker may cause the estate tax rate to increase, there is no additional estate tax paid on those gifts.…

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Super Bowl marketing genius, savvy small business owner or fun loving football fan?

So the going rate for a Super Bowl ad is around $133,000 per second, way outside the realm of the small business owner.  But is it possible to parlay into this mega event at a steeply discounted price?  Perhaps we can learn a lot from Jeff Dennis, owner of Jeff Dennis Jewelry in Gardendale, Alabama.…

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