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Stephen Liss

Partner, Dungey Dougherty PLLC

Stephen’s practice focuses on the needs of wealthy individuals and families, their businesses, and charities.

Latest from Stephen Liss

Trusts and the Corporate Transparency Act: Harder Than it Looks
Estate Planning
Trusts and the Corporate Transparency Act: Harder Than it LooksTrusts and the Corporate Transparency Act: Harder Than it Looks
byStephen Liss
Jan 3, 2024
16 Min Read
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High Net Worth
What Is a FinCEN Identifier?What Is a FinCEN Identifier?
byStephen Liss
Nov 17, 2023
3 Min Read

All from Stephen Liss

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Estate Planning
The Corporate Transparency Act: Our New Normal
The Corporate Transparency Act: Our New Normal
Dec 19, 2022
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13 Min Read
byStephen Liss, Partner
Treasury Department
High Net Worth
New Corporate Transparency Regs Require US Beneficiary Registration
New Corporate Transparency Regs Require US Beneficiary Registration
Oct 4, 2022
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6 Min Read
byStephen Liss, Partner
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Estate Planning
Estate Planning Threats, Opportunities in the Build Back Better Act
Estate Planning Threats, Opportunities in the Build Back Better Act
Sep 14, 2021
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9 Min Read
byStephen Liss, Partner
Andrew Cuomo
Estate Planning
New York Simplifies Power of Attorney Form
New York Simplifies Power of Attorney Form
Dec 21, 2020
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4 Min Read
byStephen Liss, Benjamin N. Millard
notary public
Estate Planning
New York Allows Video Notarization for Estate Planning
New York Allows Video Notarization for Estate Planning
Mar 24, 2020
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3 Min Read
byBrian K. Janowsky, Stephen Liss
globe money passport
High Net Worth
Inheritance Taxes Return to U.S. Soil
Inheritance Taxes Return to U.S. Soil
Nov 9, 2016
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7 Min Read
byStephen Liss, Marianne R. Kayan
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Estate Planning
IRC Section 2801: What U.S. Estate Planners Need to Know
IRC Section 2801: What U.S. Estate Planners Need to Know
Oct 24, 2016
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20 Min Read
byStephen Liss, Marianne R. Kayan
Using DINGs to Help Reduce Federal Income Tax
Estate Planning
Using DINGs to Help Reduce Federal Income Tax
Using DINGs to Help Reduce Federal Income Tax
Jun 25, 2015
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13 Min Read
byStephen Liss, Partner
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Financial Planning
IRS Issues Draft Form 8938 Instructions
IRS Issues Draft Form 8938 Instructions
Oct 26, 2011
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4 Min Read
byStephen Liss, Richard S. Levine
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Estate Planning
Valuation Clauses
Valuation Clauses
Apr 1, 2011
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17 Min Read
byStephen Liss, Partner
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Estate Planning
Defining Trust Income
Defining Trust Income
May 1, 2005
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15 Min Read
byVon E. Sanborn, Stephen Liss

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Investing Strategies
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Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

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