Melissa Goldman, JD*, is a principal in the Tax and Accounting Department at MBAF.
Melissa has been practicing law since 1988 when she began working in the tax department of a large Wall Street law firm. She specializes in international tax planning, private client wealth, tax controversies and estate and trust planning. Melissa has also acted as consultant in connection with both domestic and international litigation.
Melissa has broad experience with various clients including high net worth individuals and closely held entities, as well as U.S. beneficiaries of foreign trusts and estates.
*Melissa is admitted to the bar in New York and Connecticut.
Non-U.S. citizens in the United States face some estate planning challenges when it comes to taxes. If you’re a U.S. resident, but not a citizen, the IRS treats you similarly to a U.S. citizen, with a few exceptions. But if you’re a nonre ...Explore
One of the main reasons behind creating a business entity such as an LLC is to limit your personal liability. After all, “limited liability” is in the name! In New York State, however, some partners or members in an LLC may be surprised t ...Explore
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Two recent trends are converging to increase banks’ risk management obligations. One is heightened scrutiny by banking regulators of their Bank Secrecy Act and Anti-Money Laundering (BSA/AML) compliance efforts. The other is customers’ increasing ...Explore
An unexpected outcome of the recent death of designer Karl Lagerfeld is that the topic of estate planning for pets has been highlighted. Lagerfeld’s beloved cat, Choupette, played a major role in his brand. The feline was the subject of a coffee ta ...Explore
The IRS has issued a press release reminding seniors that – in most cases – April 1, 2019 is the date that taxpayers who turned 70 1/2 during 2018, must begin making required minimum distributions (RMDs) from their individual retirement a ...Explore