500 7th Avenue, 8th Floor, New York, NY 10018
(By Appointment Only)

Author: Damon Delcoro

Estate Planning: Review Your Beneficiary Designations Regularly

You may think of a will or living trust as the primary place to dictate who’ll receive your assets after your death. But for many people, a large portion of their assets — perhaps even…

Investing in a Limited Partnership? Beware of the PAL Rules

In businesses structured as limited partnerships, the advantage of being a limited partner (as opposed to a general partner) is that you’re typically not personally liable for the partnership’s debts. This is why many ventures use limited…

2026 Midyear Tax Planning Tips for Individuals

Summer may feel far removed from tax-filing season. But for strategic taxpayers, it’s a great time to gather information and plot moves that may pay off when they file their 2026 return. Here are some…