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  • Tax and Trust & Estates Newsletter March 2024
    03/24

    In this issue:

    • 2023 Gift Tax Return Filing Reminder
    • To Give or Not to Give (Before the Estate Tax Exemption is Reduced at the End of 2025)?
    • Sherman Atlas is Proud to Announce the Election of Allison Clayton to the Partnership
    • Sherman Atlas Proudly Announces that Kathleen Clark has Joined the Firm's Tax and Trusts & Estates Group
    • Sherman Atlas Proudly Welcomes Joanna Kessler to the Firm's Tax and Trusts & Estates Group

  • Tax and Trust & Estates Newsletter December 2023
    12/23

    In this issue:

    • The New Corporate Transparency Act
    • 2024 Inflation Adjustments for Tax Items
    • New Attorneys at Sherman Atlas in our Tax and Trusts & Estates Group

  • Tax and Trust & Estates Newsletter January 2022
    1/2022

    In This Issue:

    • Reflections on 2021
    • 2022 Inflation Adjustments for Tax Items
    • Trustees Beware: Trust-Owned Life Insurance Needs A Regular Review to Avoid Trustee Liability
    • IRS Issues Instructions on S-Corporation’s Tax Reporting Related to PPP Loan Forgiveness

  • Tax and Trust & Estates Update February 2020
    02/2020

    In This Issue:

    • The New SECURE Act’s Effect on Estate Planning for Retirement Plans
    • Relief from Federal Limitation on Deduction for State and Local Income Taxes for Some New Jersey Business Owners
    • Private Foundation Excise Tax Rate Simplification – Law Change Effective 2020
    • Misleading Notices from Third Parties of Annual Report Delinquencies for New Jersey Entities

  • Tax and Trust & Estates Update November 2019
    11/2019

    In This Issue:

    • 2020 Inflation Adjustments for Tax Items
    • If You Want to Make Gifts to Charities or Others in 2019, Be Sure Those Gifts Are “Completed” this Year for Tax Purposes
    • Thinking of Converting your S Corporation to a C Corporation? Avoid this Trap for the Unwary.
    • The Nonprofit Forum - Is it Time to Convert Your Private Foundation to a Donor-Advised Fund?

  • Tax and Trust & Estates Update May 2019
    05/2019

    In This Issue:

    • The Perils of "Transfer on Death" (TOD) and "Payable on Death" (POD) Accounts
    • Information That Can Help Your Family at the End of Your Life
    • Sherman Atlas Welcomes New Associate to the Tax and Trusts & Estates Group
    • New Jersey Trustee Uniform Trust Code Disclosure Requirements – A Reminder

  • Tax and Trusts & Estates Update December 2018
    12/2018

    In This Issue:

    • Charitable Giving in 2018 under the Tax Cuts and Jobs Act of 2017
    • If You Want to Make Gifts to Charities or Others in 2018, Be Sure Those Gifts are "Completed" this Year for Tax Purposes
    • 2019 Inflation Adjustments for Tax Items
    • The New Qualified Business Income Deduction – Still Lots of Uncertainty
    • Breaking New Jersey News – New Jersey Offers Tax Amnesty until January 15, 2019
    • More Tax Accounting Options for Small Businesses in 2018
    • Another Reminder About IRS Revised Partnership Audit Procedures
    • A Note about the Registration of New Jersey Private Foundations

  • Tax and Trusts & Estates Update September 2018
    09/2018

    In This Issue:

    • Trustees Beware: Trust-Owned Life Insurance Needs a Regular Review to Avoid Trustee Liability
    • Tax Alert: No Estate Tax in New Jersey Doesn't Mean No Estate Administration
    • Sherman Atlas Proudly Announces Three New Members of the Tax and Trusts & Estates Group

  • Tax and Trusts & Estates Update January 2018
    01/2018

    In This Issue:

    • Estate Planning Cautions and Opportunities in the Aftermath of the Tax Cuts and Jobs Act of 2017
    • Existing Testamentary Plans of Individuals Residing in New Jersey
    • Existing Testamentary Plans of Individuals Residing in New York
    • Formula Bequests for Generation-Skipping and Charitable Gifts
    • Planning Opportunities
    • Sherman Atlas Announces New York Office Move

  • Tax and Trusts & Estates Update December 2017
    12/2017

    In This Issue:

    • The Tax Cuts and Jobs Act – How It May Affect You

  • Tax and Trusts & Estates Update November 2017
    11/2017

    In This Issue:

    • 2018 Inflation Adjustments for Tax Items
    • Proposed U.S. Tax Legislation – Stay Tuned
    • The Nonprofit Forum Does Your Charitable Donor-Advised Fund Name Successor “Recommenders”?

  • Tax and Trusts & Estates Update June 2017
    06/2017

    In This Issue:

    • January 1, 2018, Proposed Effective Date for Implementation of New Partnership Audit Rules Is Fast Approaching
    • Generation-Skipping Tax Basics You Should Know
    • The Nonprofit Forum - CAUTION: The Dangers of Non-Board Members on Board Committees
    • Sherman Atlas Proudly Announces Two New Members of the Tax and Trusts & Estates Group

  • Tax and Trusts & Estates Update January 2017
    01/2017

    In This Issue:

    • Gift Tax Reporting Reminder for Gifts Made in 2016
    • Estates of New Jersey Residents Who Do Not Survive Until 2018 Could Confront Costly and Unnecessary New Jersey Estate Taxes
    • …And New York Residents Should Similarly Review their Estate Planning Documents Given the Moving Target of the “Cliff” Past Which New York Estate Tax Will Apply
    • The Nonprofit Forum - Warning: Even Donations to Your Private Foundation Need a Written Acknowledgment

  • Tax and Trusts & Estates Update December 2016
    12/2016

    In This Issue:

    • The Election and Your Tax Planning – Stay Tuned
    • If You Want To Make Gifts to Charities or Others in 2016, Be Sure Those Gifts Are “Completed” This Year For Tax Purposes
    • 2017 Inflation Adjustments for Tax Items
    • The Nonprofit Forum

  • Tax and Trusts & Estates Update October 2016
    10/2016

    In This Issue:

    • New Jersey Repeals Its Estate Tax; Inheritance Tax Remains (for now)
    • Status of Valuation Discounts on Transfers of Interests in Family-Controlled Entities Uncertain
    • New York Adopts Legislation Providing Fiduciaries with Greater Clarity Regarding Access to Digital Assets
    • New Jersey Uniform Trust Code Reminder

  • Tax and Trusts & Estates Update May 2016
    05/2016

    In This Issue:

    • No More Secret Trusts? New Jersey’s Uniform Trust Code Mandates Disclosure to Beneficiaries…With Exceptions
    • The Nonprofit Forum - A Simple Compliance Checklist
    • Sherman Atlas Named One of the Best Places to Work in New Jersey
    • Sherman Atlas Welcomes Beth Corroon

  • Tax and Trusts & Estates Update February 2016
    02/2016

    In This Issue:

    • 2016 Gift Tax Reminder
    • The Uniform Trust Code is Coming to New Jersey…More to Follow
    • The Nonprofit Forum: Nonprofit Board Membership – Some Thoughts for Future and Current Board Members
    • Sherman Atlas Proudly Announces New Partner

  • Tax and Trusts & Estates Update December 2015
    12/2015

    In This Issue:

    • 2016 Inflation Adjustments for Tax Items
    • New Guidance on Reporting Tax on Gifts and Bequests from Former U.S. Citizens and Residents
    • If You Want to Make Gifts to Charities or Others in 2015, Be Sure Those Gifts Are “Completed” This Year for Tax Purposes

  • Tax and Trusts & Estates Update October 2015
    10/2015

    In This Issue:

    • New Regulations May Limit Taxpayers’ Ability to Discount the Value of Transferred Minority Interests in Family-Owned or Family-Controlled Entities
    • Does Your Power of Attorney Need a Fresh Look?
    • Executors Stay Tuned: Estate Tax Valuation Reports to the IRS and Estate Beneficiaries Will Soon be Mandated
    • Welcome to new members of our team

  • Tax and Trusts & Estates Update May 2015
    05/2015

    In This Issue:

    • Changing Your State of Residency: What You Need to Know Before You Go
    • The IRS Will Know About Your Undisclosed Foreign Accounts Very Soon
    • Trustees of Life Insurance Trusts, Beware of Your Duties

  • Tax and Trusts & Estates Update February 2015
    02/2015

    In This Issue:

    • 2015 Gift Tax Reminder
    • Sherman Atlas adds a new attorney to their Tax and Trusts & Estates Group

  • Tax and Trusts & Estates Update December 2014
    12/2014

    In This Issue:

    • If You Want to Make Gifts to Charities or Others in 2014, Be Sure Those Gifts Are “COMPLETED” This Year for Tax Purposes
    • 2015 Inflation Adjustments for Tax Items

  • Tax and Trusts & Estates Update September 2014
    09/2014

    In This Issue:

    • Estate Planning Opportunities You May Be Missing
    • Offshore Voluntary Disclosure Program Gets Streamlined
    • Problematic Assets to Have in Your Estate
    • Information That Can Help Your Family at the End of Your Life
    • New York Estate Tax Law Changes
    • New IRS Form EZ-1023

EDUCATION

  • New York University School of Law, LL.M. Taxation
  • Rutgers University School of Law - Camden, J.D.
  • Rutgers University, Rutgers College, B.A.

ADMISSIONS

  • New Jersey

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