Accepting the role of trustee comes with a significant amount of risk and liability. Lisa Rispoli, Trust & Estate Services Leader, authored an article in the New York Law Journal on how trustees can protect themselves with annual trust accountings.

Among the many provisions included in the end-of-year federal budget bill were the eliminations of the "cadillac tax" and other excise taxes imposed in the Affordable Care Act.

Grassi is pleased to announce the promotion of Joseph Molloy to Partner. In this new role, he will manage and oversee the taxation services offered through Grassi's Construction practice and contribute to the strategic vision and growth of the overall firm.

The President has signed into law the most significant retirement legislation in more than a decade. The SECURE Act is designed to help Americans save more for retirement and to enable small employers to offer more retirement savings options.