October 19, 2017

Forbes interviewed Tax Partner Janis Cowhey about the increased lifetime estate and gift tax exemption.

Forbes

By Ashlea Ebeling

Featured Janis Cowhey, Partner, Tax & Business Services

Related Services Modern Family & LGBT Services, Tax & Business

Forbes interviewed Tax Partner Janis Cowhey about the increased lifetime estate and gift tax exemption. Modern Family & LGBT Services

Excerpt:

“If they’re planners, and they’ve used up their lifetime exclusion, they’ll make gifts to vehicles already in place,” says Janis Cowhey, a CPA with Marcum LLP in New York City. For example, if they have a dynasty trust for their offspring, they may put another piece of their business or cash in. Or they can pivot to new strategies.

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Featured

Janis L. Cowhey

Janis L. Cowhey

Partner

  • Tax & Business
  • New York, NY