Private Client Services

Premium Financing – Is it Worth Your Clients Consideration?

You may have found recently that many of your wealthy families are being approached with a proposal for life insurance premium financing. In today’s low interest rate environment, this is presented as an opportunity to use “other peoples’ money” to gain the value and economic advantages of life insurance and potentially minimize or eliminate the […]

Tax Implications Of Rental Real Estate Activities

Certain online sites such as Airbnb and VRBO (Vacation Rental By Owner) have made it easier and more appealing for homeowners to rent out their property, which has led to a nation-wide increase in short-term rentals over the last few years. According to, New York City has more than 34,000 active Airbnb listings. While […]

Who is Mazars?

We are pleased to announce an exciting development for the new year! As of January 1, 2017 we have officially changed our name to Mazars USA LLP. As the world’s 11th largest accounting firm, the Mazars name is renowned around the globe. Our new name reflects our expanded international capabilities and reinforces our standing as […]

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More Reasons to Consider Transfer Tax Planning

Minority and marketability discounts are important benefits in transfer tax planning for clients with closely held family entities, including limited partnerships (LPs), limited liability companies (LLCs) and closely held corporations. However, these discounts – which allow for significant transfer tax savings – may expire in the near future.  As you may already know, the proposed […]

New Jersey Legislature Passes Bill to Eliminate Estate Tax

To view a more recent update on New Jersey’s estate tax, please click here. The New Jersey Legislature voted this past Friday, October 7, 2016, to repeal the state’s estate tax, as part of a deal that included a gasoline tax increase of 23 cents per gallon.  The current $675,000 estate tax exemption will increase to […]

New Jersey’s Estate Tax Repealed

As reported in our previous alert, it was expected that Governor Chris Christie would sign into law a bill that would repeal the New Jersey estate tax and on  October 14th, he did just that. This new law also increases the New Jersey gas tax, increases the pension and retirement income exclusion, reduces the New […]