Joshua B. Beisker
Connelly v. United States - Business Owners Beware
In a landmark decision, on June 6, 2024, the United States Supreme Court decided Connelly v. United States, No. 23-146, upholding the IRS...
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Joshua B. Beisker
Jan 92 min read
2024 Exclusion/Exemption Amounts and the Impact of the Changes
The IRS and the New York State Department of Taxation recently announced the 2024 exemption and exclusion amounts related to Federal...
Joshua B. Beisker
Nov 29, 20233 min read
Newlywed Estate Planning Tips
Getting married is a significant turning point in life that can bring big changes for newlyweds well beyond their wedding day. After...
Joshua B. Beisker
Nov 15, 20232 min read
IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2024
The IRS recently published annual inflation adjustments for 2024 that relate to gift and estate taxes.
Joshua B. Beisker
Oct 20, 20231 min read
Take Advantage of the Estate and Gift Tax Exemption Amounts While You Still Can
Did you know the federal estate and gift tax exemption amounts are set to decrease at the end of 2025? Currently, an individual can make...
Joshua B. Beisker
Oct 18, 20231 min read
How To Talk with Your Family About Estate Planning
When working with estate planning clients, I recommend that they talk with their family about their estate plan. It can be very...
Joshua B. Beisker
Oct 16, 20231 min read
It’s National Estate Planning Awareness Week
Estate planning is a crucial activity for people of all ages and all levels of wealth. When done properly, it can safeguard more than an...
Underberg & Kessler
Aug 3, 20231 min read
Joshua B. Beisker Named to 2023 Power 20 Trusts & Estates Law List
Congratulations to Josh Beisker for being selected to The Daily Record's 2023 Power 20 Trusts & Estates Law list for the third year . . .
Underberg & Kessler
Feb 14, 20231 min read
U&K’s Joshua Beisker to Present Program on Wills, Trusts, and Estate Planning
We are happy to join Cancer Support Community at Gilda’s Club Rochester for an educational program on Wills, trusts, and estate planning.
Underberg & Kessler
Aug 8, 20221 min read
Beisker Recognized as a Power 20 - Trusts & Estates Law
Joshua B. Beisker was chosen to be on The Daily Record’s Power 20 Trusts & Estates Law list for 2022!
Joshua B. Beisker
Feb 2, 20212 min read
Large Estate and Gift Tax Exemption Amounts Could Soon be a Thing of the Past
The current federal estate and gift tax exemption amount per individual is $11.7 million dollars...
Joshua B. Beisker
Apr 8, 20202 min read
Updating Your Estate Planning Documents During COVID-19
If you are considering whether you can update your New York estate planning documents during the COVID-19 pandemic, there are now options...
Joshua B. Beisker
Mar 20, 20202 min read
Estate Planning During the Coronavirus (COVID-19)
The Coronavirus and the resulting social distancing and self-quarantining it has caused have forced most New Yorker's to quickly reevalua...
Joshua B. Beisker
Dec 27, 20192 min read
What the SECURE Act Means for Savers & Retirees
SECURE ACT ENACTED On December 20, 2019, President Trump signed into law the Setting Every Up Community for Retirement Enhancement (SECUR...
Joshua B. Beisker
Nov 15, 20192 min read
Using an LLC for Ownership of a Vacation Home
If you own a vacation home in your name individually or will acquire one by purchase or inheritance in the future, it is important to con...
Joshua B. Beisker
Oct 22, 20191 min read
IRS Issues Updated Guidance on Cryptocurrency
The Internal Revenue Service recently issued Revenue Ruling 2019-24 (https://www.irs.gov/pub/irs-drop/rr-19-24.pdf), providing the first ...
Joshua B. Beisker
Aug 8, 20192 min read
Make Sure Your Beneficiary Designations Are up to Date!
The bulk of the assets that a decedent leaves to his or her loved ones are usually made up of retirement accounts (e.g., IRA, 401(k)), life
Joshua B. Beisker
Jun 7, 20192 min read
New York Retroactively Reinstates the Estate Tax Clawback for Certain Taxable Gifts
On April 12, 2019, Governor Cuomo signed into law the New York Fiscal Year 2020 Budget, which included an amendment retroactively extendi...
Joshua B. Beisker
Mar 5, 20191 min read
If You Made Gifts in 2018, You May Need to File a Gift Tax Return
If you made gifts in 2018 in excess of the gift tax annual exclusion amount - $15,000 per donee in 2018, or $30,000 if a husband and wife...
Joshua B. Beisker
Jan 8, 20193 min read
The Start of a New Year is the Perfect Time to Revisit Your Estate Planning Documents
There is no time like the present for individuals to review, revise and/or implement their estate planning strategy. Even if you believe ...
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