Welcome to Our Blog
2026 Filing Season Updates and Resources for Seniors
New tax updates include an enhanced deduction for seniors age 65+, offering up to $6,000 per individual through 2028, subject to income limits. Learn eligibility rules, phase-outs, and how it applies whether you itemize or take the standard deduction, plus key updates on Earned Income Tax Credit thresholds and Social Security considerations for better planning.
Government Requests for Records: What Small Businesses Should Do First
Government record requests can expose small businesses to legal risk if handled improperly. Learn how to respond to subpoenas, warrants, and informal inquiries, verify requests, limit disclosures, and protect confidential data. Proper training, legal review, and clear policies help avoid liability, safeguard customer information, and maintain compliance with privacy laws.
How to Deal with the IRS on Back Taxes
Learn how to deal with the IRS on back taxes and avoid costly mistakes. This guide explains why you should never ignore IRS notices, common taxpayer errors, and available solutions—including installment agreements, hardship status, penalty abatement, and Offers in Compromise—to resolve tax debt and regain financial stability.
Employers: Beware of Employment Agreement Integration Clauses and Their Impact on Prior Employee Agreements
Integration clauses in employment agreements can unintentionally override prior employee agreements. Employers should carefully review applications, handbook acknowledgments, and earlier written commitments when drafting new contracts to ensure critical provisions are preserved. Failing to incorporate prior terms may eliminate protections and create legal exposure in future employment disputes or litigation.
Severance Packages: Best Practices for Calculating and Communicating Them
Severance packages require careful planning to balance legal risk, employee relations, and business judgment. Learn best practices for determining when severance is appropriate, calculating defensible amounts, and communicating offers clearly. Thoughtful severance policies help employers manage risk, avoid unintended precedent, and navigate employee separations with professionalism and stability.
Why Prenups are Like Title Insurance
A prenuptial agreement is like title insurance for your marriage - protection you hope never to use but are glad to have. Prenups help couples define financial expectations, protect assets, and avoid government-imposed decisions if issues arise. Open conversations about finances before marriage often strengthen relationships and promote long-term stability.
Five Big Estate Planning Mistakes - and Why you Should Act Now
Avoid the five biggest estate planning mistakes: inequity in distributions, poor fiduciary choices, lack of communication, indecision, and doing nothing. Learn why equal isn’t always fair, why timing matters, and how proactive planning reduces family conflict and litigation risk. Act now to protect your legacy and ensure your wishes are honored.
New York Employment Law Update: 2026 Brings a Wave of New State and Local Laws for New York Employers
New York Employment Law Update 2026: Employers face minimum wage increases, higher exempt salary thresholds, expanded uniform allowances, new anti-retaliation protections, a statewide credit check ban, Trapped at Work Act changes, expanded NYC paid and unpaid safe and sick time, and new pay transparency reporting requirements. Review policies now to ensure compliance.
Postnuptial Agreements as Risk Management Tools for Executives and Entrepreneurs
Postnuptial agreements are powerful risk management tools for executives and entrepreneurs. Learn how they characterize assets, protect confidentiality, reduce stakeholder risk, preserve operational control, define support obligations, and realign financial expectations. A well-structured postnup safeguards personal wealth and business stability before disputes arise, providing clarity and long-term protection.
Employment Tip of the Month - March 2026
March 2026 Employment Tip: Proposed amendments to New York’s Trapped at Work Act may expand employer exposure. Learn about potential delays to the effective date, revised definitions, compensation and tuition repayment exceptions, and enforcement risks. New York employers should review bonus and repayment agreements and monitor legislative updates closely.
New York Employers Beware: Credit Checks are Being Banned Statewide
Beginning April 18, 2026, New York State will ban most employment-related credit checks, expanding New York City’s longstanding law statewide. Employers must avoid requesting or using consumer credit history, including third-party vendor reports, or risk civil liability, damages, and penalties. Review hiring policies, job postings, and interview practices now to ensure compliance.
IRS Releases 2026 Retirement Contribution Limits: What to Know
The IRS has announced updated retirement contribution limits for 2026. Learn about higher IRA and Roth IRA limits, expanded income phase-out ranges, increased 401(k), 403(b), 457 plan caps, and new SIMPLE account thresholds. Review these changes to maximize tax-advantaged savings and adjust your retirement planning strategy for the year ahead.