2010>November

New York Taxation: So how much of your income might NY tax? Lots more than one couple thought. First a little background then we’ll review a recent case that will send tax shivers up your spine.  You can be domiciled in one state under its tax laws, and simultaneously be deemed a statutory resident in…

■ Roth Conversions: If you converted your IRA to a Roth, call your CPA and re-evaluate. Some folks converted to get the income tax out of their estate and to thereby reduce their estates for estate tax purposes. This may no longer be relevant in light of the $5M exemption. If this was your motivator,…