The Step-by-Step Process of Tax Planning and the Importance of Hiring a Tax Specialist

The Step-by-Step Process of Tax Planning and the Importance of Hiring a Tax Specialist

By Brian Figeroux, Esq.  Tax planning is a critical financial strategy that allows individuals and businesses to minimize their tax liabilities while remaining compliant with tax laws. Effective tax planning ensures that taxpayers take advantage of deductions, credits, and exemptions, leading to significant savings. Many people make the mistake of handling their taxes on their […]

How Trusts Can Shield Your Wealth in New York State (NYS)

How Trusts Can Shield Your Wealth in New York State (NYS)

By Brian Figeroux, Esq. Trusts have long been regarded as essential tools for wealth management and protection. In New York State (NYS), where state laws impose high tax rates and extensive estate and inheritance planning requirements, trusts offer unique opportunities to safeguard assets, minimize taxes, and ensure financial security. This article explores how trusts work, […]