JDKatz Articles

A Comprehensive Guide for U.S. Citizens Inheriting Assets from Abroad

In today’s global economy, U.S. citizens and residents frequently receive inheritances from non-U.S. persons. This may occur due to more globalized families, expatriates returning to the U.S., or other reasons. While inheriting foreign assets can provide financial opportunities, it also presents complex reporting requirements and tax implications that must be properly handled. This comprehensive guide […]

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“Proposed retirement changes and spousal protection” By: Elizabeth J. McInturff, Esq.

Recently, Elizabeth J. McInturff, Esq., of JDKatz, P.C., wrote a guest column for The Daily Record. In this column, Elizabeth talks about the proposed federal legislation that may change how a married person can use a defined retirement contribution plan. More specifically, she cites H.R.5060 and S.2627 as two bills proposing amendments to the Employment […]

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