Search by Tag: Estate Planning


876 total news stories found.


Sommer C. Horton, Esq., Honored for Excellence in Law

2013-11-27 | Ms. Horton is the founder and owner of Horton Law Group, P.A.


The Family Love Letter, Information in a Time of Confusion, an Intergenerational Wealth and Legacy Transfer Program, Presented by Max Alavi, Attorney at Law in Newport Beach

2013-11-08 | The seminar brought together many Newport Beach residents and professionals including the legal, real estate, accountancy and insurance professions.


Laura Carnevale Recognized by Worldwide Who's Who for Excellence in Finance

2013-09-26 | Ms. Carnevale is distinguished for years of dedication to the field of taxation and accounting


Cynthia Cartier Inducted into Worldwide Who's Who for Excellence in the Law

2013-08-26 | Ms. Cartier specializes in elder law, Medicaid and Medicare, and estate planning


Long Island Law Firm Details Five Questions to Answer Before Hiring a Lawyer

2013-07-23 | Roe Taroff Taitz and Portman say business owners and individuals can save time and heartache by answering a few questions before hiring a lawyer or law firm.


Whitehead Monckton Add A New Addition To The Employment Law Team

2013-07-11 | A new addition to the Employment Law team at Whitehead Monckton has joined as of July 2013 with high qualifications and experience in the Employment Law sector.


Long Island Law Firm Outlines Dos and Don'ts for Leaving Gifts to Minors

2013-06-25 | Roe Taroff Taitz and Portman say parents and guardians using gifts incorrectly is most common mistake.


Growth Enables Orange County Bankruptcy Attorney, Andrew S. Bisom to Relocate his Offices From Town Center Drive in Costa Mesa to Irvine Center Drive in Irvine

2013-06-19 | The need for more space was imminent. Because Irvine is essentially the heart of Orange County and easily accessible, it is the perfect location for a growing practice.


David Blair of QuadCap Wealth Management Explains Bond Ladders Part II

2013-06-14 | David Blair and QuadCap Wealth Management explain the benefits of bond ladders (part II).


Samir Goradia Inducted into Worldwide Who's Who for Excellence in Insurance Consulting

2013-06-13 | Samir Goradia graduated valedictorian of his class at New York University


Samir Madhu Goradia Inducted into Worldwide Who's Who for Excellence in Insurance Consulting

2013-06-06 | Samir Madhu Goradia graduated valedictorian of his class at New York University


Martin Karcz Recognized by Worldwide Who's Who for Excellence in Wealth Management

2013-06-01 | Mr. Karcz uses his financial acumen to effectively manage personal and corporate wealth


Long Island Organizations Turn to Law Firm for Professional Speakers

2013-05-14 | Need a professional speaker for an event? Roe Taroff Taitz and Portman Attorneys available to provide perspective, guidance, thoughtful commentary as speakers, panelists.


Aphronze Architects Designs the Wanbo Shopping Center in Guangzhou China for Jiachuang Group

2013-05-01 | Aphronze Architectural Design UK Ltd. has been awarded the design of the 280,000 square meter Wanbo commercial shopping complex project in Guangzhou, China.


Roe Taroff Taitz and Portman ID Eight Estate Planning Myths

2013-04-16 | Long Island Law Firm Warns about Common Misconceptions that can Cause Estate Errors


Robert Tuzzo Joins Jazz Arts Project Board of Directors

2013-04-13 | The Red Bank, New Jersey Jazz Arts Project has named long-time supporter and financial services expert Robert J. Tuzzo to its Board of Directors.


ExecPlan Express Financial Planning Software is One of the First Personal Finance Tools Available for Consumers and Financial Advisors to Incorporate All the New Tax Law Changes for 2012 and 2013

2013-03-08 | With 30 years of expertise in providing financial and retirement planning software for tax and financial advisors, the 2013 version of ExecPlan Express will include new enhancements and all of the changes in the newly adopted ATRA for 2012.


Roe Taroff Taitz and Portman Announce Business Property Checklist

2013-02-19 | Long Island law firm offers guidance for business owners making business real estate decisions.


Michelle L. Ash Earns Chartered Advisor For Senior Living (CASL) Designation

2013-02-10 | Michelle L. Ash, Managing Partner, Paragon Wealth Strategies, LLC, has earned the Chartered Advisor for Senior Living" (CASL) professional designation from The American College, Bryn Mawr, PA.


Atlanta Attorney/CPA Files Lawsuit Challenging PTIN User Fees

2013-01-28 | The article summarizes a lawsuit that was filed today via Fed Ex overnight mail, meaning the actual filing date should be tomorrow


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