Insights

Trusts & Estates  |  By Mark J. Ackerman, CPA, TEP, AEP

New York State Estate Tax Changes

Over the last year, after talking to many clients about estate tax planning, even though the New York State estate tax law was changed on March 31, 2014, many people paid no attention to the changes. There was some good news regarding the change of...

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Finance  |  By Mark J. Ackerman, CPA, TEP, AEP

Long Term Care Insurance Policies

Long term care insurance is different from traditional medical care that is covered by an individual’s health insurance policy or Medicare, which is designed to rehabilitate or correct certain medical problems. Conversely, long-term care insurance,...

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Last Time to Save

Rising Interest Rates effecting your Mortgage Since 2008 the Federal Reserve has kept their interest rate at net-zero, but it looks like that is about to change. America has not seen a spike in interest rates since 2006, but with the jobless rate at...

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Peace of Mind

Buy Sell Agreement Remember when going into business with a friend or family member, the terms of the agreement was settled with a handshake, a “gentleman’s agreement”. Oh, how the world has changed. Nowadays everything has to be in writing. ...

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