Cryptocurrency Case Law: What Accountants Need To Know

By Eric P. Rothenberg, Esq. – (Published Article) For many years now, I’ve written articles and spoken on cryptocurrency taxation to lawyers and accountants. The first case, “Kraken I”, was decided August 8, 2022, and the second case, “Kraken II” was just decided on June 30, 2023. While Kraken II is really all about each side (the IRS and Kraken) arguing what information must be provided to the IRS to comply with the summons, it also offers keen insight into the thinking behind IRS decisions and regulations. You may read the entire published article here (Published Article)

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Attorney Christopher J. Catrambone, Esq., LL.M. Joins Estate Planning Practice at Orsi Arone Rothenberg Turner, LLP

“We are thrilled to welcome Christoper to the firm and look forward to the exciting contribution he will make to our practice.” – Rob Arone   Attorney Christopher J. Catrambone is an experienced attorney specializing in estate planning and estate and trust administration. Part of his practice focuses on counseling fiduciaries in the administration and settlement of estates and trusts, including probate administration, asset consolidation and distribution, trust funding, preparation of estate tax returns, and post-mortem estate planning strategies. Chris understands the complexities and nuances of estate administration. He takes great care to ensure that clients are engaged throughout the administration process and begins the relationship by providing a broad chronology of the timeline, actions and obligations of the fiduciaries, followed by a straightforward step-by-step explanation of the actions through settlement. Chris takes a personal approach to his work to help ensure that clients feel comfortable and confident every step

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Orsi Arone Rothenberg and Turner, LLP Congratulates our Partner, Bob Orsi, on his Retirement

Orsi Arone Rothenberg and Turner, LLP congratulates our partner, Bob Orsi, on his retirement. We thank Bob for his many years of service to the firm and to our clients, and wish him a happy and healthy retirement. We at Orsi Arone Rothenberg Turner, LLP thank our clients for allowing us to continue representing them and know that our team will continue to deliver the high caliber legal representation that our friend and colleague Bob Orsi brought to the legal profession and our firm. We remain committed to Bob’s legacy of providing our clients with unparalleled experience, knowledge and professionalism in all matters. We also welcome Allison Lane, Esq. as the new chairperson of the firm’s real estate department. If you have any questions about a real estate matter or would like to schedule a meeting with Allison, please reach out to the firm at 781-239-8900, or by email directly

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Attorney Allison R. Lane Joins Orsi Arone Rothenberg Turner, LLP to Lead Real Estate Practice

“We are excited to welcome Allison to lead our real estate and business law practice and have her wealth of experience and expertise in commercial and residential real estate in a continued tradition of excellence for our clients.” – Rob Arone Attorney Allison R. Lane has over twenty-five years of experience in real estate, finance, and business law. She has a strong background in complex commercial real estate and has represented commercial lenders in high value financing transactions, including drafting loan documents, contracts and leases, and conducting due diligence. Her experience includes a wide range of knowledge and skill in commercial and residential real estate transactions and commercial lending. She has worked with many clients ranging from individuals to nonprofits to for-profit institutions. Allison has extensive knowledge and experience in the areas of condominium law as well as complex title and survey matters. She has also represented both lenders and

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The Importance of Proper Estate Planning and Reverse Mortgages

By Eric P. Rothenberg, Esq. – When a spouse dies, estate transfer is not always simple. Complications can arise for the surviving spouse. One area that can be challenging is when the first to die spouse took out a reverse mortgage on their home without putting the surviving spouse’s name on it. Often, the surviving spouse’s right to stay in their home is called into question. However, a recent ruling by a federal court will add protection for surviving spouses. Consider a brief summary of reverse mortgages and what this ruling means for those that utilize them. What is a Reverse Mortgage? Reverse mortgages are a type of Home Equity Conversion Loan utilized by people 62 or older. They are most often used when a couple own their home with a lot of equity but because they make little in income to support a mortgage, they cannot borrow money to

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