Recent News - Tax

Greener Quoted in Long Island Press
June 19, 2018 | Trusts & Estates
Jeff Greener was quoted in a Long Island Press article, “Picture Perfect Planning.” The article gives an overview of important steps one should take when inheriting artwork. “It is possible that the Picasso is a copy with no value at all,” says Greener. “There are many appraisers out there and each have different specialties, so doing due diligence is warranted.” …
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Heptig and Wiley to Co-Present Tax Seminar
May 31, 2018 | Tax
On June 19, our partners, Kate Heptig and Dennis Wiley and Margolin, Winer and Evens CPAs, Lance Christensen and Wayne Olson will present, “Hiding in Plain Sight: Maximizing Opportunities for Tax Efficiency.” The presenters will discuss helpful tips on how to manage your taxes more efficiently. This program will discuss: Real Estate Opportunities – 1031 …
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Rivkin Radler Hosts MDVIP
December 1, 2017 | Trusts & Estates
On November 30, Dennis Wiley and Richard Yam gave a presentation to doctors and clients of the concierge medical practice MDVIP entitled, “The Gift of Preparedness.” Using hypothetical scenarios and stories based on actual clients, they illustrated the types of estate and Medicaid planning tools available. They also highlighted the importance of planning ahead to …
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