Navigating New York Tax Residency Complexities

This week on the Wealth & Law Podcast, Brent and Rachel sit down with Deborah Plum to go over the ins and out of New York estate and tax law. They get into New York’s estate tax, the infamous estate “tax cliff”, and income tax rules.

Deborah is an experienced trusts and estates associate with a background in corporate tax.  Deborah has extensive knowledge of charitable foundations and not-for-profit organizations.  Prior to joining Rimon, Deborah worked as a tax associate at Simpson Thacher & Bartlett LLP, where she worked on matters involving private equity funds, Real Estate Investment Trusts, and other investment vehicles, in the context of mergers and acquisitions and tax-free reorganizations.   After gaining additional experience in tax controversy while working at Kostelanetz & Fink LLP, Deborah joined the trusts and estates group at Patterson Belknap Webb & Tyler LLP.  In shifting her focus to individual and family business tax planning, Deborah has advised clients on a variety of estate and gift tax questions, charitable endeavors, and succession planning.

You can learn more about Deborah here: https://rimonlaw.com/team/deborah-plum.