Service Leader

Joy Matak, JD, LLM

Joy E. Matak

Contact

Parsippany, NJ
973-472-6250
[email protected]

Service Leader

Lawrence M. Gradzki, CPA, JD, LLM

Lawrence Gradzki

Contact

Parsippany, NJ
973-472-6250
[email protected]

Estate & Gift Planning

Strategic charitable giving can enable a charitably-minded individual to accomplish estate planning goals while also garnering a current income tax benefit. Ranked from basic to most sophisticated, the following is a very broad view of the categories available to prospective donors wishing to make charitable contributions:

  1. Annual cash donations
  2. In kind donations of appreciated assets
  3. QCDs (qualified charitable distribution) from an IRA (for beneficiary over age 70) to charity
  4. Testamentary bequests
  5. Charitable trusts

Q4 TAX WITH SAX: YEAR-END PLANNING

In this quarter’s Sax Tax update, we will focus on trending tax topics as they…

Student Loan Forgiveness Announced

After months of anticipation, on August 24, President Joe Biden announced a three-part plan to…

New Jersey Innovation Evergreen Fund

The New Jersey Economic Development Authority (NJEDA) recently began accepting applications for the Innovation Evergreen…

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