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Stacey S. Reynolds

Stacey S. Reynolds

man holding money from falling off a cliff
Stacey S. Reynolds

NY ESTATE TAX CLIFF

New York imposes an estate tax on New York residents, and on non-residents’ real and tangible personal property located in New York. In 2023, if

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piggy bank for 529 savings plan
Stacey S. Reynolds

What To Know About 529 Plans?

Overview – Income tax savings:   College savings plans, known as 529 plans, derive from Internal Revenue Code Section 529 which provides income tax benefits for

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