Finance

Late Portability Election: New Relief Available

Late Portability Election: New Relief Available The IRS has just changed the timeframe for filing a late portability election for federal estate tax purposes. This is extremely important to those

Estate Planning Opportunities in a Volatile Market

By Gregory L. Matalon, Esq. and Jordan Kanzer, Esq. Volatility in the stock market may provide additional estate planning opportunities. Depressed stock prices and the potential for future growth are

Partner Robert Barnett Published in Journal of Taxation

Capell Barnett Matalon & Schoenfeld Partner, Robert Barnett  was published in the December issue of the Journal of Taxation for his article Discrimination Settlements – Income Tax Considerations. The article reviews