Click here to listen to the recording. The Stony Brook University Foundation invited David R. Okrent, Esq., CPA, to be the featured speaker for its March 2025 webinar on “Elder Law and Estate Planning.” Invites were limited to its Alumni and Friends.
Update: On April 9, 2025, parties to a federal lawsuit against New York State’s Department of Health filed a joint proposed preliminary injunction, approved by the judge on April 10, 2025, extending the date for transition to May 15, 2025
On January 5, 2025, President Biden signed the Social Security Fairness Act, H.R. 82, repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) This Act was passed by a large bipartisan majority in both the House and Senate.
In April of 2024, the New York Executive and the New York Legislature released and enacted Article VII budget language bills changing, in addition to many other changes, the Consumer Directed Personal Assistance Program (“CDPAP/CDPAS”) under the New York State
We are happy to announce that the Firm’s Managing Attorney, David R. Okrent, Esq., CPA, has been appointed to the New York State Coordinating Council for Services Related to Alzheimer’s Disease and Other Dementias by New York State Governor Kathy
The Internal Revenue Service announced the annual inflation adjustments for more than 60 tax provisions for tax year 2024, including the tax rate schedules and other tax changes. Revenue Procedure 2023-34 [click for actual ruling] provides detailed information about these
Do assets received by a beneficiary of a “Grantor trust” on the death of the Grantor receive a “step up in basis”? On January 9, 2023 IRS issued Revenue Ruling 2023-2; 2023-16 IRB 1, determining that there is no basis
No. 202.105 E X E C U T I V E O R D E R Continuing Temporary Suspension and Modification of Laws Relating to the Disaster Emergency WHEREAS, on March 7, 2020, I issued Executive Order Number 202, declaring a State disaster emergency for the entire State of New York; and WHEREAS,
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