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So far Cate Cate has created 43 blog entries.

Larry Heller’s Top 5 IRA Planning Strategies

It’s time to talk IRAs. IRAs are an integral part of most people’s retirement plans, but as an advisor, I encounter many on the other side of my desk who could use a few tips when it comes to understanding their IRAs. To begin, let’s start with the basics. There are two types of IRAs, a regular

2021-04-30T04:00:31+00:00May 1, 2019|Categories: IRS|

Prenups (and Postnups) are the Closest Thing to Divorce Insurance in New York

Couples getting married today are older and more educated than ever before. Their individual income is greater, and their assets have more value.  As a result, both men and women are coming to the table and starting their lives together already owning their own home, investment property, inherited assets, and retirement accounts. Most people who are planning

2021-04-29T16:56:38+00:00April 18, 2019|Categories: Levy, Insurance|

Sun, Sand and 4% Taxes

It’s hard to argue with the facts. You know, those unbeatable, etched in stone pieces of information that drive an undisputed truth across any boardroom, sports discussion, and end of the quarter financial analysis. So, have you heard the FACT that hundreds of American and international businesses, as well as high net worth individuals, have moved

2021-04-30T03:47:21+00:00March 21, 2019|Categories: Levy|

The Many Reasons Not to Look at your Life Insurance Policies

It’s unpleasant, I don’t understand it, I don’t want to deal with a life Insurance salesman. But if you don’t your life Insurance policy may expire before you do. If you’re like most people you think of Life Insurance as a ‘Buy & Hold’ asset that requires no active management, when in reality a life policy

2021-04-30T05:42:34+00:00December 27, 2018|Categories: Levy|

Charitable Giving and Volunteering after the Tax Cuts & Jobs Act

Approximately one year ago I attended the Financial Planning Association of Long Island’s annual symposium as a volunteer for my professional association the National Conference of CPA Practitioners (NCCPAP). I noticed two young men, (approximately 18 years old) standing around not far from the NCCPAP booth I was “manning”. I asked them if they were

2021-04-30T04:09:34+00:00November 27, 2018|Categories: Levy|

New York State Law Update: Sexual Harassment Training

As you are hopefully aware, in April 2018, Governor Cuomo signed into law a comprehensive policy requiring all New York State employers to provide sexual harassment prevention training and a sexual harassment prevention policy to all employees. The Governor tasked the Department of Labor (“DOL”) and Division of Human Rights with promulgating the exact requirements,

2021-04-29T16:36:04+00:00September 12, 2018|Categories: New York State|

EMPLOYMENT LAW UPDATE: New York State’s Paid Family Leave Law

EMPLOYMENT LAW UPDATE:  New York State’s Paid Family Leave Law By:  Jeffrey Naness Overview Employers of all sizes should start preparing for New York’s Paid Family Leave Benefits Law (the “NYPFL Law”). The NYPFL has two components, (1) a provision entitling employees to (partial) wage substitutes while they are out on a covered leave and

2021-04-29T16:19:35+00:00June 27, 2017|Categories: New York State|

The Importance of the Patent Search

By George Likourezos, Esq., Patent Attorney Technologists and thinkers can have a “eureka moment” at any time. They see a problem and instead of just “dealing” with it, they create a solution. The solution can be a new product idea or a redesign of an existing product. In other words, an invention is born. One

2021-04-29T16:53:00+00:00March 23, 2017|Categories: Levy|
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