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In the News Press Release

COVID-19 & Election Year Wealth Transfer Strategies

Publisher: Family Wealth Alliance
May 8, 2020

On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance. She discussed the economic shake-ups that we have been hit with since the COVID-19 pandemic. The panel covered adaptive solutions on depressed prices, lower interest rates and an election year for private clients. The webinar also offered strategies for estate and wealth transfer planning, depressed valuations, low interest rates, scenario planning depending upon election results and what should be done now vs. post-election


Recommended
Anchin Executive Forum: The Changing Shape of Business in New York

Scott Clark, Chair of Day Pitney’s Multistate Tax Practice, is presenting on a virtual panel at the Anchin Executive Forum titled, “The Changing Shape of Business in New York” on June 9. 

June 9, 2021
Webinar hosted by Anchin Executive Forum
Till Death (And Qualified Trusts) Do Us Part
May 11, 2021

Andrew M. Nerney and Stephanie Eassa Rapp co-authored the article, "Till Death (And Qualified Trusts) Do Us Part," published by WealthManagement.com.

IRS Issues Final Carried Interest Regulations
April 12, 2021

Justin M. Hannan authored the article, "IRS Issues Final Carried Interest Regulations," on the Boston Bar Association's Trusts and Estates Blog.

Retroactive Tax Legislation and Gift Planning in 2021
March 25, 2021

Daniela P. Catrocho and Richard D. Sanders authored the article, "Retroactive Tax Legislation and Gift Planning in 2021," which was published in the New Jersey Law Journal.

"Reporting by U.S. Person of Foreign Income, Assets and Transactions," STEP Colorado Formation and STEP Chicago

On February 24, Partner Carl A. Merino spoke on "Reporting by U.S. Person of Foreign Income, Assets and Transactions" at a webinar hosted by STEP Colorado Formation and STEP Chicago.

February 24, 2021
With Great Powers (of Appointment) Come Great Responsibility
June 16, 2021

Andrew M. Nerney and Stephanie Eassa Rapp co-authored the article, “With Great Powers (of Appointment) Come Great Responsibility,” published by WealthManagement.com. 

Reuters’ Career Tracker: Lawyers on the Move
June 4, 2021

Scott Brian Clark’s arrival to the firm was featured in Reuters’ column, Career Tracker: Lawyers on the Move.

Day Pitney Represents Investment Management Firm in Forming Private Fund
June 1, 2021

Day Pitney Press Release

The Daily Docket – Industry Moves
May 25, 2021

The news of Scott Brian Clark joining Day Pitney as chair of the firm's Multistate Tax Practice was featured in Thomson Reuters' The Daily Docket Industry Moves.

Scott Brian Clark Joins Day Pitney to Chair the Firm's Multistate Tax Practice
May 24, 2021

Day Pitney Press Release
Related Professionals
Lonergan, Amy
Amy R. Lonergan
Boston, MA
T: (617) 345 4613
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC Boca Raton Delray Beach Miami West Palm Beach

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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.