Joshua Tree Enterprises

Archives

2012.01.31: Second Circuit Again Holds That Preferred Investor Was Not a Partner
2012.01.30: Recent Estate Tax Rulings Uphold IRS Regulatory Interpretations
2012.01.30: Practitioners are Overzealous in Their Use of Circular 230 Disclosures
2012.01.30: Judge Awards Division of Medical Assistance $178,496 Found in Abandoned Safe
2012.01.30: IRS Releases Publication 596, Earned Income Credit (EIC)
2012.01.30: How to Contribute to a Roth IRA Even if You Make Too Much Money
2012.01.29: Estate Planning and Community Property Seminar is Feb. 24, 2012
2012.01.28: Right of Tax Portability for Married Couples Who Suffer the Loss of a Spouse
2012.01.25: Pension Reps Call For Tax-Deferred Annuity Plan Documents To Be Included in Preapproved Plan Program
2012.01.25: Federal Circuit Clarifies Third-Party Return Information Disclosure Exception
2012.01.25: Work Product Privilege Waived For Penalty Defense Documents
2012.01.25: OECD Recommends Measures to Promote Growth While Reducing Inequality
2012.01.25: Tax Court Decision Concerning Conservation Easements
2012.01.25: Costs of Long-Term Care
2012.01.24: Impact of New Medicare 3.8% Net Investment Tax
2012.01.24: PLR 201203033: Rollover of Pension Plan Is Tax Free to a Marital Trust
2012.01.24: Opinion: Repeal Estate Tax on Farmers in Maryland
2012.01.24: 2011 in Review
2012.01.23: Toward A Libertarian Tax Policy
2012.01.23: IRS Publication on Health Savings Plans
2012.01.23: Questioning Tax Cuts for Small Business
2012.01.23: Income Taxation of Retirement Benefits
2012.01.23: IRS Fact Sheet on 2011 Tax Changes
2012.01.20: Taxpayers Face AMT and Loss of Other Deductions Without Congressional Action in 2012
2012.01.18: New Opportunities for Those With Small Savings
2012.01.18: Investment Income Tax Cuts Make the Rich Get Richer
2012.01.18: Turning a Hobby Into a Tax Deduction
2012.01.18: Wal-Mart To Offer Tax Return Preparation Services, Tax Refund Check Cashing
2012.01.18: Three Recent IRS Private Letter Rulings
2012.01.18: The National Family Office Forum is Jan. 30-31, 2012
2012.01.17: Sharing an Inherited Vacation Home with Intra-Family Members
2012.01.17: Court of Federal Claims Amends Opinion on Estates Lack of Jurisdiction
2012.01.17: Taxpayer Advocate Outlines Six International Tax Problem Areas
2012.01.17: The Newly Minted Rich Client
2012.01.17: Outlook on Taxes for 2012
2012.01.17: S-Election Approach for Limited Liability Companies
2012.01.17: New Risks for the New Generation: Encouraging Families and Family Owned Businesses to Implement a Family Risk Management Policy
2012.01.16: Wealth Management Industry Trends Survey
2012.01.16: White House Official: Tax Policy Contributed to Widening Economic Class Gap
2012.01.16: Tax Court: Real Estate Gains By Non Professional Passive Activity
2012.01.16: Deductibility of Contributions Made to Disregarded Entities
2012.01.16: Princeton Doctor Receives Jail Time for Failure to File FBARS
2012.01.16: Taxes for 2012 and Beyond
2012.01.16: Seven Tips On Making A Good First Impression
2012.01.16: Your House is No Longer Considered Wealth
2012.01.16: Who Can Really Invest in Private Offerings?
2012.01.16: Gallant v. Comm'r: Tax Court Sustains Disallowance of IRA Contribution Deduction
2012.01.16: Zaher v. Comm'r: Tax Court Grants Innocent Spouse Relief for Husband's Egregious Conduct
2012.01.15: Carryover Basis/GST Exemption Form 8939 Due January 17, 2012 for 2010 Decedents
2012.01.15: Texas CPAs Provide Comments on Proposed Regs for Estate Costs Subject to Two Percent Floor
2012.01.15: IRS Determines Appropriate Method for Calculating Deductible Qualified Residence Interest
2012.01.15: Form 8938 May Create Disclosure and Enforcement Issues
2012.01.12: Mcguire Woods Publishes Update on Changing Fiduciary Law
2012.01.12: Gift Tax Rules For American Expats
2012.01.12: Holiday Gifts and 5 Common Tax Myths About Gifts
2012.01.12: Beware of Gift Tax Rules in Estate Planning
2012.01.12: California to Turn Over to IRS Records of Property Transfers between Non-Spouse Relatives That Weren't Reported
2012.01.11: Ensuring Your Inheritance
2012.01.11: 2013 Tax Rates
2012.01.11: Surge Expected Before Expiration of Estate Exemption
2012.01.10: How to Increase the Tax Benefit from the $13,000 Annual Maximum Gift Tax Exclusion
2012.01.10: IRS Reopens Offshore Voluntary Disclosure Program; Reports $ 4.4 Billion Generated.
2012.01.10: Form 8938 "Specified Foreign Financial Assets"
2012.01.10: Fortuitous Years for Estate Planning
2012.01.10: IRS Issues Guidance On Rev. Proc. 2012-9, 2012-2 IRB 261
2012.01.10: Senator Paul Places Hold On New International Tax Protocols
2012.01.09: Tax Treatment of Stock Options
2012.01.09: Are All Estate Plans the Same?
2012.01.09: Investment Books Aid Investors in Making Sound Decisions
2012.01.09: Banking Secrecy
2012.01.09: Are Dividend Stocks A Smart Investment
2012.01.09: Attempting to Interpret Legal Advice from Field Attorneys
2012.01.09: Should Kim Kardashian Pay Higher Taxes?
2012.01.08: More Innocent Spouses Qualify For Relief Under New IRS Guidelines
2012.01.08: When Higher Marginal Tax Rates Helped the Economy: Professor Paleveda's Paradox
2012.01.08: Cross Purchase
2012.01.05: IRS Releases Publication 523: Selling Your Home
2012.01.05: Executor Seeking Supreme Court Review of Decision Dismissing Estate Tax Refund Claim
2012.01.05: Swiss Bankers Indicted for Hiding Money From IRS
2012.01.05: Basic 2012 Gift and Estate Tax Rules
2012.01.05: Four Tips to Minimze One's Gift Tax Liability
2012.01.05: Parental Assistance for First-Time Home Buyers
2012.01.05: Gifting Flexibility in an Irrevocable Life Insurance Trust
2012.01.05: 2012 Resolution: A Trusted Advisor to Clients
2012.01.05: The Association of Foreign Investors' Review of the Most Profitable Places for 2012
2012.01.05: Rep. Nita M. Lowey, D-N.Y Introduces Bill to Increase the Alternative Minimum Tax Exemption
2012.01.05: Tax Court Denies Divorced Couple's Deductions
2012.01.04: IRS Extends Tax Return Deadline to April 17, 2012
2012.01.04: IRS Top Ten Tax Season Tips
2012.01.04: Congressional Research Service Releases Report on 2012 Rules for Health Savings Accounts
2012.01.04: Intra-Family Loan Valuation Issues
2012.01.01: Some States Are Increasing Perks and Reducing Fees for 529 Plans
2011.12.31: U.S. Using Subpoena Power For Suspected Swiss Bank Tax Cheats
2011.12.29: Analyzing Financial Choices for the Upcoming Year after a Bleak 2011
2011.12.29: Comparing FBAR and FATCA Filing Requirements
2011.12.29: Unreimbursed Volunteer Expenses Deductible (for Itemizers)
2011.12.29: Substantiating Charitable Gifts For Federal Income Taxes
2011.12.29: Pew Charitable Trusts Campaigning for Banks to Improve Disclosure Method of Fees
2011.12.29: Tax Court Holds Damages From Political Discrimination Taxable
2011.12.29: 10th Circuit: Variable Prepaid Forward Contracts Are Taxable
2011.12.29: Levy on U.S. Person's Foreign Bank Account
2011.12.28: Ambiguity in Recording Assignments of Deeds of Trust
2011.12.28: Windfall Elimination Provision and Social Security Benefits
2011.12.27: Warning! The Service Believes S Corporations are Undervalued
2011.12.27: Small Business Year End Review
2011.12.27: IRS Field Attorney Advice: Proceeds From Temporary Taking of Real Property Are Ordinary Income
2011.12.27: IRS Updates Requirements For Substitute Tax Forms and Schedules
2011.12.27: Two Recent IRS Private Letter Rulings
2011.12.24: Worst States to Die 2012
2011.12.23: Heiress's Estate Loses Accountant
2011.12.23: Tax Free Christmas Gifts
2011.12.23: Top Ten Estate Planning Developments--One Attorney's Take
2011.12.23: Final Regs Issued For Tax Return Preparer Penalty Rules under Section 6695
2011.12.22: Employers Providing More 401K Advice to Pre-Retirees
2011.12.22: The Internal Revenue Service Receives Permission from a California Federal Judge to Pursue Intra-Family Property Transfer
2011.12.22: Potential End of Life Care Issues
2011.12.22: Top 10 Lamest Taxpayer Arguments of 2011
2011.12.22: Deadline to Elect Out of 2010 Estate Tax Drawing Near
2011.12.22: Charitable Donations Up From 2010
2011.12.22: Case Law Update: Trusts
2011.12.22: GIft Giving Tips From the IRS
2011.12.22: Unexpected Consequences of ERISA
2011.12.22: IRS Releases Publication 547: Casualties, Disasters, and Thefts
2011.12.21: IRS Releases Publication on Mortgage Interest Deduction
2011.12.21: Tax Court: Attorney Isn't Entitled to Deduct Expenses as Unreimbursed Partnership Expenses
2011.12.21: BrightScope Announces the Top 30 401(k) Plans of 2011
2011.12.21: IRS Seeks Comments on Tax Consequences of "Decanting"
2011.12.21: IRS Releases January 2012 AFRs
2011.12.21: IRS Releases Form 8938 for Reporting Offshore Assets under the Foreign Account Tax Compliance Act of 2010 (FATCA)
2011.12.21: IRS Releases Guidance Extending Transition Relief for Trusts and Retirement Plans Benefiting Puerto Rico Residents
2011.12.21: Multimillionaire Attorney Joe Jamail Comments on Safe Investments, Steer Clear of Hedge Funds!
2011.12.20: IRS Obtains John Doe Summons Seeking Estate Tax Return From CA Agency
2011.12.20: MS Federal Court Dismisses Estate's Refund Suit as Untimely
2011.12.20: IRS Previews Upcoming International Guidance
2011.12.20: Law School Dean Jim Chen comments on the National Law Journal Report Regarding Return on Investment for Law School Tuition
2011.12.20: 2011 Year End Tax Tips
2011.12.20: Using Tax Reform to Promote Economic Growth
2011.12.19: Arbitration in Long Term Care Contracts
2011.12.19: Better to Give Now Than Later
2011.12.19: Wealth Transfer Failures
2011.12.19: Call to Update Estate Laws of England and Wales
2011.12.19: Estate Tax Planning for 2012
2011.12.19: New Tax Rules for Offshore Accounts
2011.12.19: E-Discovery Outsourcing to Ohio is Now Cheaper than India
2011.12.18: IRS Issues Temporary Regs on Reporting of Foreign Financial Assets
2011.12.18: IRA Charitable Rollover Opportunities
2011.12.17: IRS Issues Temporary Regulations for Reporting Specified Foreign Financial Assets under Code Section 6038D
2011.12.16: Parents Should Name Guardians For Their Children
2011.12.16: Three Ways to Reduce or Eliminate Federal Estate Taxes
2011.12.16: PLR 201149008: IRS Grants Extension to File a Section 754 Election to Adjust Basis in Partnership Property
2011.12.16: IRS Advises That Insurance Against Market Decline Doesn't Qualify as Insurance Contracts
2011.12.16: A Lesson In Avoiding Unnecessary State Income Tax Penalties
2011.12.15: IRS Requests Comments on Abusive Preparer Reporting Form
2011.12.15: More Estates Filing Estate Tax Returns Thanks to Portability
2011.12.15: Historic Joint Senate Hearing on Tax Reform
2011.12.14: Unmarried But Cohabitating Tax Issues
2011.12.14: PLR 201139011: IRS Allows Transfer of a Previously Taxed Lump‐Sum Distribution to an Inherited IRA.
2011.12.14: Practitioners Warn of Simple Errors In Executive Compensation Planning
2011.12.14: IRS Releases Publication 529: Miscellaneous Deductions
2011.12.14: Five Signs You Have a Toxic Employee
2011.12.13: Cross Tested Retirement Plans: The Future of Tax and Asset Protection Planning for Small Business
2011.12.13: Technology Every Advisor Needs
2011.12.13: The Employee Benefits Security Administration Extends Disclosure Rules Deadline to April 1st, 2012
2011.12.13: LexisNexis Begins EZ Law to Directly Provide Estate Planning Services to Individuals
2011.12.12: Debt Collection From the Deceased Becoming a Big Business
2011.12.12: IRS Attacking Valuation of Brooke Astor Estate
2011.12.12: Rapper Bow Wow Learns About Tax Liens
2011.12.12: Information Regarding Nursing Home Care for Patients and Relatives
2011.12.12: ABA Comments on Proposed Regulation Regarding Exception to the 2-Percent Floor for Estates and Trusts
2011.12.12: Maximizing End-of-Year Charitable Donation Deductions
2011.12.12: Steve Akers: ACTEC 2011 Fall Meeting Musings
2011.12.12: Withholding Inheritances Until Well Past Age 21
2011.12.12: Tuesday's Deloitte Webcast on Passthrough Entities
2011.12.09: Year-End Financial Checklist
2011.12.09: Upcoming Congressional Tax Issues
2011.12.09: When Can I Retire? Answers from the Historical Record
2011.12.09: Start a 401(k) Before 12/31
2011.12.09: IRS States that Puerto Rican Retirement Trusts Cannot Pool Assets Without Losing Tax-Favored Status
2011.12.08: Possible Income Tax Increase for Wealthy in New York
2011.12.07: Health Care Directives Roadmap
2011.12.07: Intra-Family Loans
2011.12.07: Planning IRA Withdrawals
2011.12.07: Transfer Taxes Under a Democratic Majority
2011.12.07: Overhauling New York's Income Tax
2011.12.06: Evans v. Allen Discovery Rule Regarding Wills
2011.12.06: IRS Issues Guidance on Gift Tax Statue of Limitations
2011.12.06: IRS Publishes Guidance on Tax-Exempt Status for Organizations
2011.12.06: IRS Publishes Guidance on Electronic Submission of 2011 Estate and Trust Returns
2011.12.06: Article: 2011 Federal Tax Update
2011.12.06: Celebrity Tax Scandals
2011.12.05: National Society of Accountants Claims Tax Preparation Fees to be Great Values
2011.12.05: Tax Preparers Encouraged to Hold Off Taking April 2012 IRS Exam
2011.12.05: IRS Expected to Process an Increased Amount of Estate Tax Filings For 2012
2011.12.02: Wealthfront Launches Online Financial Advisory Product
2011.12.02: Trust Services Added to Unified Management Accounts (UMA) Platform by Citigroup
2011.12.02: A Gift From Congress: Gift Up to $10 Million Tax-Free
2011.12.02: The Potential Perils of Handwritten Wills
2011.12.02: Estate Planning is Not Obsolete
2011.12.02: IRS Revises Cash Intensive Businesses Audit Techniques Guide
2011.12.02: IRS Announces Change of Address for Bankruptcy Tax Refund Requests
2011.12.01: NYSBA Tax Section Report Addresses Foreign Tax Credit Guidance
2011.12.01: Tax Moves to Make Today
2011.12.01: The Tax Proposals Within Newt Gingrich's 'Contract'
2011.12.01: Conservation Bill to Amend Estate Tax for Ranchers and Farmers
2011.12.01: Farmers Face Tax Uncertainty
2011.12.01: Ernst & Young Releases 2012 Tax Guide
2011.11.30: Solid State Drives (SSDs) Can Be Useful for Your Law Practice
2011.11.30: Advisors Foresee Sharp Tax Increase in 2013
2011.11.30: George Clooney Plays Trustee in New Film 'The Descendants'
2011.11.29: Stairway to Estate Planning Heaven
2011.11.29: 'Sensible Estate Tax of 2011' Introduced to 'Restore Fairness to the Estate Tax'
2011.11.29: An Argument for Repeal of the Federal Estate Tax
2011.11.29: Tax Considerations for Canadian Snowbirds
2011.11.28: AICPA Recommends to Congress Reforms for Estate and Gift Tax System
2011.11.28: IRS Releases Estate and Gift Taxes Publication
2011.11.28: Important Tax Implications for Family Loans
2011.11.28: FDIC Insurance Estimator
2011.11.28: The Tax Code for the Elite
2011.11.28: The Need for Legal Education Reform
2011.11.28: Are Irrevocable Life Insurance Trusts Worth the Premium?
2011.11.28: Are Irrevocable Life Insurance Trusts Worth the Premium?
2011.11.26: Resurrecting the $20-Million Estate: Don't Forget About the BDIT!
2011.11.22: Switzerland Considering Uniform Inheritance and Gift Tax Laws for the Wealthy
2011.11.22: IRS Proposes New Regulations on Alternate Valuation
2011.11.22: The Reasonableness of Owners' Compensation: An Often Overlooked But Key Assumption in Valuing a Business
2011.11.22: Congressman Proposes Raising the Estate Tax
2011.11.22: Super Committee Fails to Reach Budget Agreement
2011.11.21: Proposed Charitable Deduction Cap Will Reduce Charitable Giving
2011.11.21: IRS To Post FAQs Regarding Voluntary Classification Settlement Program
2011.11.18: Wealthy Do Not Trust Their Heirs
2011.11.18: Estate Tax Insurance
2011.11.18: Increased Litigation on the Horizon for FBAR Penalties
2011.11.18: IRS To Release Regulations on the Foreign Account Tax Compliance Act's Withholding Rules by Year-end
2011.11.18: IRS Releases December 2011 AFRs
2011.11.18: SAVE THE DATE: Webcast for Tax Executives: November 21 - December 16
2011.11.18: SAVE THE DATE: Webcast for Financial Executives: December 1, 2011
2011.11.17: Online Financial Planning Services
2011.11.17: Treasury Promises Regulations for DSUEA (Deceased Spouse Unused Exclusion Amount) Issues
2011.11.17: Trusting Gold In Times of Trouble
2011.11.17: How to Avoid Liability in Trust Management
2011.11.17: Switzerland Faces Conflicts With its Current Laws Regarding U.S. Information Request
2011.11.17: Why Joe Paterno Sold His House for $1
2011.11.17: Forbes: 2012 Investment Guide
2011.11.17: Student Debt Burden Can Be Eased With Family Loans
2011.11.17: The Cain Plan v. The Able Plan: An Empirical Analysis
2011.11.16: Steve Akers:Current Developments in Estate Planning
2011.11.16: Disappearance of Middle-Class Neighborhoods
2011.11.15: The Benefits of a Professional Trustee for a Special Needs Trusts
2011.11.15: Financial Mistakes That Surviving Spouses Should Avoid
2011.11.15: Estate Planning Tips For Unmarried Couples
2011.11.15: PLR 201145026: Sale of a Marital Trust's Limited Partnerships Not Self-Dealing
2011.11.15: Government Accountability Office Announces IRS has Significant Deficiencies in Internal Control
2011.11.14: Information Document Requests by the IRS for Domestic and Offshore Accounts
2011.11.14: The Internal Revenue Service Requests Disclosure of U.S. Bank Accounts from the Swiss Federal Tax Administration
2011.11.14: Deloitte Presentation on the "Mass Affluent Market"
2011.11.14: Julius Giarmarco: The IRA Beneficiary Designation Form: How to Complete it Properly
2011.11.13: More From OPR on Referrals From IRS Appeals
2011.11.13: What Religion Says About Pulling The Plug
2011.11.12: Tax Revenue Affected by Raised Estate Tax Exemption
2011.11.12: IRS to Remain Aggressive Investigating Simple Tax Fraud
2011.11.11: IRS Promises Guidance on Portability, Decanting Trusts By Year's End
2011.11.11: 401(k) Plan Can Cut 2011 Tax Bill
2011.11.11: Ways to Improve the Tax Code
2011.11.11: Steve Akers: Estate of Duncan v. Commissioner, T.C. Memo 2011-255 (October 31, 2011)
2011.11.11: Steve Akers: Protective Claim for Refund Procedures for Section 2053 Claims, Rev. Proc. 2011-48
2011.11.10: NY Times Your Money Series Has New Special Section on Home Ownership
2011.11.10: Court of Federal Claims Rules Against IRS on Late Filing Case
2011.11.10: Credit Suisse to Disclose Names of U.S. Clients
2011.11.10: Same-Sex Spouses Face Tax Disadvantages Compared to Heterosexual Spouses
2011.11.10: China's Rich Want to live Anywhere but China
2011.11.10: GOP Targeting the Affluent
2011.11.09: Don't Die in New Jersey
2011.11.08: IRS Publishes Final Regs For Estate Inclusion of Grantor Retained Annuity Interests
2011.11.08: The Murdoch Family Dynasty and the Future of News Corp.
2011.11.08: Financial Wisdoms to Ignore
2011.11.08: Recent IRS Private Letter Rulings
2011.11.07: The 'Perfect Storm' for Estate Planning and Asset Transition
2011.11.07: Spouses Should Coordinate Estate and Investment Plans
2011.11.07: Avoiding a GSTT Asteroid
2011.11.07: Successful People Get the Best Return on Luck
2011.11.07: The One Percenters Include More Doctors than Lawyers
2011.11.06: Retirement Benefits in the Context of Estate Planning
2011.11.05: Economic Conditions Have Fewer Americans Confident About Retirement Savings
2011.11.04: Update on FATCA to be Held November 29
2011.11.04: Estate of Liljestrand v. Commissioner: Tax Court Says FLP Includible Under 2036(a)
2011.11.04: BNA Analyzes Tax Court Case, Estate of Turner v. Commissioner
2011.11.04: How Billionaires Avoid Dangerous Situations
2011.11.03: Steven J. Oshins and Robert S. Keebler Comment on Alaska Asset Protection Trust Case
2011.11.03: WealthCounsel - Most Compelling Opportunities Now: Making Two Years Last a Lifetime Presentation
2011.11.03: Deloitte - Practices and Trends in Valuing Mutual Fund Investments Presentation
2011.11.03: Tax Planning as a Business Strategy
2011.11.03: Study by DAL Investments on Investment Market Trends Plus a New Profitable Approach
2011.11.03: Portable Estate Tax Exemption
2011.11.03: Portable Estate Tax Exemption
2011.11.03: Charitable Foundation Opposes Senator Grassley's Characterization of Pay-Out Rules of Supporting Organizations
2011.11.03: IRS Memo Says that Corporation's Taxable Income Is Not Adjusted for Excess Inclusion Income
2011.11.03: PLR 201142026: IRS Determines Net Profit Interest in Oil and Gas is Not UBI
2011.11.03: Deloitte: Reforming Corporate Tax Rules
2011.11.03: Tax Benefits for 2012
2011.11.03: Estate Planning With An Uncertain Tax Code
2011.11.02: All Adults 18 and Older Should Have an Estate Plan
2011.11.02: ACTEC Comments on IRS Notice 2011-82 Regarding Portability
2011.11.02: Advising Clients to be Financially Rational
2011.11.02: Creating a Successful Marketing Plan
2011.11.02: How to Review a Commercial Real Estate Appraisal Report: How Can an Attorney Ascertain the Merit of An Appraisal?
2011.11.02: Preparing Your Firm for the Future
2011.11.01: Two New Articles on Charitable Giving
2011.11.01: Reforming the Tax Code
2011.11.01: Charitable Estate Planning
2011.11.01: Estate Planning is Not Just for the Rich
2011.11.01: Guarding Against Employee Misclassification
2011.11.01: Planning for the Future with Estate Planning
2011.11.01: Draft Proposal by the Ethics Commission to Amend Law Firm Ownership Rule Limited to Lawyers
2011.10.31: Alaska Bankruptcy Court Invalidates Domestic Asset Protection Trusts
2011.10.31: Children Can Work Together to Help Aging Parents
2011.10.31: IRS Rules on Tax Status of Private Foundation's Scholarships Under Code Section 4945
2011.10.31: Economic Times Leave Millionaires Split on "Millionaire's Tax" Proposal
2011.10.31: The Portability Exemption and Its Effects on Estate Planning for Surviving Spouses
2011.10.31: Average Americans Wouldn't Benefit from GOP Front-Runners' Tax Plans
2011.10.31: Tax Notes Tackles Tax Reform
2011.10.30: A Checklist of Characteristics to Consider When Selecting a Trustee
2011.10.30: Recent Article Argues That Passive Activity Limitations of Section 469 Should Be Repealed
2011.10.30: Treasury Official States New Tax FBAR Rules Expected By Year's End
2011.10.28: Public Demand for Economic Growth Makes Tax Reform Policy Integral for 2012 GOP Candidates
2011.10.28: Super Committee May Target Gift Tax For Deficit Reduction
2011.10.28: IRS Releases Publication for Tax Treatment of Section 1022 Property Acquired from 2010 Decedent
2011.10.28: New Jersey Estate Planning Considerations
2011.10.27: Ways to Financially Support Aging Parents
2011.10.27: Criminal Division Chief of IRS Retiring at End of Year
2011.10.27: The Cost of Illinois's Lack of an Estate Tax
2011.10.26: Law Firms Should Take Proper Precautions to Avoid "Cloud Computing" Security Breaches
2011.10.26: Law Firm Software Use on the Decline
2011.10.26: How to Sell Yourself
2011.10.26: PwC Releases 2012 Guide to Tax and Wealth Management
2011.10.26: Carry-Over Basis Creating New Asset Valuation Incentives
2011.10.26: ABA Releases Opinions Regarding Attorney-Client Electronic Communications
2011.10.26: Estate Tax Repeal Would Reduce Federal Deficit
2011.10.26: ABA Section of Real Property: Trust and Estate Law October 2011 Newsletter
2011.10.26:
2011.10.26: IRS Provides Advice Emails on Section 6166(g) Estate Tax Deferral
2011.10.26: Doubled Share of Nation's Income from Top 1% of Earners
2011.10.26: PLR 201142006: IRS Determines State Employee Retirement Trust's Income Is Excludable
2011.10.26: Analysis of Herman Cain's 999 Plan
2011.10.25: New York CPAs Recommend Guidance for Estate Portability Election
2011.10.25: Due to Inflation, Estate Tax Exclusion for 2012 Increased to $5.12 Million
2011.10.25: Cloud Computing: Lawyers and Other Professionals Will Require Less Office Space in the Near Future.
2011.10.25: Testator's Long Time Mistress Entitled To Proceeds From Sale of Condominium
2011.10.25: Idaho Supreme Court: Attorney's Duty of Care to a Testamentary Beneficiary is to Effectuate the Testator's Intent Expressed in the Testamentary Instrument
2011.10.25: SPECIAL TELECONFERENCE ON SCIN-GRATs
2011.10.25: People on the Move: Israel's Tax System
2011.10.25: Importance of Realistic Self-Appraisal in Financial Planning
2011.10.25: Eleventh Circuit Affirms IRS Determination to Proceed With Levy To Collect Unpaid Estate Tax Liability
2011.10.25: Potential Benefits and Detriments of a Flat Tax
2011.10.25: Changes to ERISA Allow Retirement Plan Providers to Act as Advisers as Well
2011.10.25: Bill Buckner's Famous E-3 and Passive Loss Limitations
2011.10.25: Tax Trap Involving Family Real Estate
2011.10.25: First Circuit Uses 40% Valuation Penalty for "Son of BOSS Transaction"
2011.10.25: IRS Considering Withdrawal of 2008 Partnership De Minimis Rule Exception
2011.10.25: New Edition of the Farmer's Tax Guide
2011.10.25: At Audit, Advisers May Be Singled Out
2011.10.24: Senate Finance Committee Holds Hearing on Charitable Deduction Reform
2011.10.24: Lawyers Gripe About How Difficult it is to Find Skilled Professionals
2011.10.24: Independent Sector Advises Congress Not to Restrict Charitable Giving
2011.10.24: IRS Releases November 2011 AFRs
2011.10.24: Current Issues Concerning Long-Term Care Insurance
2011.10.21: Estate Planning To-Do List Before 2013
2011.10.21: IRS Announces Increase in 401(k) Limits, Estate Tax Exemption, and Other Figures for 2012
2011.10.20: Online Tool Shows What Percentage of the Population Your Income - and Corresponding Tax Burden - Places You
2011.10.20: Private Company Owners Should Be Prepared for Tax Changes by 2013
2011.10.20: How U.S. Estate Taxes Can Affect Canadians and How to Lessen the Impact
2011.10.20: How an Asset Protection Trust Could Fail to Protect Assets in Bankruptcy
2011.10.20: The Importance of Appraisal
2011.10.20: New Cases in Trustee Liability for Lost Investments
2011.10.20: Experts Advise to Take Advantage of Tax Breaks Now
2011.10.19: Withdraw from the Roth IRA or the 401(k)?
2011.10.18: Proposed IRS Funding Cuts May Cause Enforcement Problems, Deficit to Increase
2011.10.18: Proposed Legislation Allows For Penalty-Free Retirement Account Distributions For Mortgage Payments
2011.10.18: QTIP Trusts and Tax Consequences
2011.10.18: Gift Giving Strategies for 2011-12
2011.10.18: CCA 201141017: IRS Chief Counsel Advises Agent Against Enforcing Summons for E-mail Conent
2011.10.18: The Pros and Cons of Various Tax Reform Options
2011.10.18: Senate Proposes 0.5 Percent Surtax on Millionaires to Pay for Portion of American Jobs Act
2011.10.18: Bill Proposed to Provide Tax Breaks to Hunters
2011.10.18: Charitable Deduction Limit No Longer in Jobs Act
2011.10.18: Financial Planning Association's Weekly SmartBrief
2011.10.18: McGuireWoods Fiduciary Advisory Services Circular
2011.10.18: Succession Planning: Tax-Savings Opportunities When Transferring A Business To Your Children
2011.10.18: Succession Planning: Tax-Savings Opportunities When Transferring A Business To Your Children
2011.10.18: The SCIN-GRAT: Combining a Bet-to-die Technique with a Bet-to-live Technique
2011.10.18: SPECIAL TELECONFERENCE ON SCIN-GRATs
2011.10.17: Demand for Individual 401K Plans Soaring
2011.10.17: IRS Issues Guidance For Filing a Protective Claim For Refund of Estate Tax
2011.10.17: To Buy or Not to Buy House
2011.10.17: Preserving Portability: Practitioners Need to File Form 706 to Protect Clients
2011.10.17: Land Prices Affecting Estate Plans
2011.10.17: Minimizing Estate Taxes
2011.10.17: The Fannie Mae Suitability Test
2011.10.17: Red Flags for Financial Planners
2011.10.15: IRS Audits Google's Offshore Profit Shifting
2011.10.14: I.R.S. Advises Tax Professionals to Get E-Filing Identification Numbers
2011.10.14: Practioners Think Cap on Deductibility of Tax-Exempt Bonds Poses Serious Threat to Market
2011.10.14: Future of Current Estate and Gift Tax Benefits Far From Certain
2011.10.14: Florida Law Now Closer to Uniform Power of Attorney Act (UPOAA)
2011.10.14: Virginia State Bar Crackdown on Lawyer's Blog
2011.10.14: Julius Giarmarco: Estate Planning and Business Succession Presentations
2011.10.13: Labor Department Confirms Plan to Expand "Fiduciary" to Cover Retirement Account Advisors
2011.10.13: Tips for Holding Administrative Powers in a Trust Without Negative Transfer Tax Consequences
2011.10.13: IRS Wins Three Recent Tax Shelter Cases
2011.10.13: Virtual Estate Planning System
2011.10.13: IRS Portability Proposal Would Force More Estates to File Estate Tax Returns
2011.10.13: New York Court Decision Concerning Inter Vivos Gifts
2011.10.13: Study Shows Non-Profits Could Lose Billions Under Obama's Economic Plan
2011.10.13: Recent Developments in Asset Protection Law - September 2011
2011.10.13: John Malone Now Top U.S. Landowner
2011.10.13: Now You See it, Now You Don't: The Comings and Goings of Disregarded Entities
2011.10.13: Buffett Writes Letter in Response to Congressman
2011.10.13: Final Regulations Issued for Form 990 for Tax-Exempt Organizations
2011.10.13: I.R.S. Updating Transcript Delivery System
2011.10.13: Jobs Estate Likely to Pay No Estate Tax
2011.10.12: Financial Favoritism By Parents
2011.10.12: First Circuit: IRS Regulation Restricting Second Extension To File an Estate Tax Return Held Valid
2011.10.12: New Hampshire's Proposed Estate Tax Will Drive Wealthy Out of the State
2011.10.11: Can the Estate Tax Help the Baltimore Orioles Fans?
2011.10.11: Survivorship Term Insurance for an Uncertain Estate Tax Future
2011.10.11: Gay Spouses Still Excluded From State Estate Tax Exemption in Rhode Island
2011.10.11: Salon.com Poll Suggests that only 8 Forbes 400 American Billionaires Would Pay Higher Taxes
2011.10.11: Creating a "Family Trust" to Pay for College
2011.10.11: What Matters to an Entrepreneur?
2011.10.11: Bill to Allow a Deduction for Charitable Contributions to Agricultural Research
2011.10.11: Steve Jobs Apparently Used Living Trusts in Estate Plan
2011.10.11: Taxpayer Allowed Deduction for "Under Construction" Vacation Home
2011.10.10: How to Setup a "Crummey" Trust
2011.10.10: Estate Tax Could Force NFL Team Ownership Change
2011.10.10: IRS Denies Deduction For Food Inventory Donation Without Proper Form Submission
2011.10.10: Cost-Basis Form For 2010 Estates Still Not Available From IRS
2011.10.10: Grading Market Forecasters
2011.10.10: IRS Memorandum Regarding a Deduction of Inventory Under Sections 170 and 170(e)(3) of the Internal Revenue Code
2011.10.10: IRS Victories in Tax Shelter Cases
2011.10.08: Is the U.S. Estate Tax Properly Applied to Nonresident Aliens?
2011.10.08: Representing Celebrities Post-Death
2011.10.07: Five Tax Saving Opportunities
2011.10.07: IRS Announces Proposed Regulations For Earned Income Tax Credit (EITC) Claims
2011.10.07: IRS Releases Statistics for Split-Interest Trusts and Annual Required Form 5227
2011.10.07: Analyzing Investor Risk
2011.10.07: A Social Network for Caregivers
2011.10.07: Using Wealthy Individuals to Put a Face to Tax Reform
2011.10.07: Senate Finance Committee Holds Hearing on Tax Incentives for Homeownership
2011.10.06: Five Reasons To Not Create Joint Ownership Between Generations
2011.10.06: Court Holds Statute of Limitations for an Action to Quiet Title Begins to Run When Estate Tax Assessed
2011.10.06: U.S. Tax Evasion Drives Foreign Investment - In the U.S.
2011.10.06: Is the Connecticut Estate Tax Counterproductive to Economic Growth?
2011.10.06: Affluent Americans Support Higher Taxes for the Rich
2011.10.06: New Company Puts Cremated Ashes into Bullets
2011.10.05: Tax Court Allows Mortgage Interest Deduction Without House
2011.10.05: Four Ways Financial Planners Can Improve Their Presentation Skills
2011.10.05: Number of Estate Tax Returns Down Over Fifty Percent in 2010
2011.10.05: Taking Stances in Interviews
2011.10.05: Perjury and Obstruction Charges for Post-Claim Asset Protection
2011.10.05: How to Spot a Troublesome Client
2011.10.05: Anonymous Vows to Erase NYSE from the Internet on October 10
2011.10.04: WTAS: October 2011 Newsletter
2011.10.04: Draft Instructions for FATCA Form 8938 Released by IRS
2011.10.04: Tax Court Denies Deduction for Facade Easement
2011.10.04: Tax Court Permits Capital Loss, Basis Increase For Real Property
2011.10.04: Discuss Money With Your Spouse Before It Is Too Late
2011.10.04: Estate Planning for Your Parents
2011.10.04: Alternatives to the Foreign Account Tax Compliance Act (FATCA)
2011.10.04: Wealthy Say Money is Safer in the US Than Europe
2011.10.04: Strategies for Recession-Panicked Investors
2011.10.04: Reflections on Public Speaking from a CPA
2011.10.03: Bequests and Associated Tax Results
2011.10.03: The Wealth Effect And The Inefficiency of Step Up in Basis
2011.10.03: Do Appraisals As Contemporaneous to a Transaction As Possible
2011.10.03: Connecticut Sued Over Retroactive Estate Tax Increase
2011.10.03: How Lower Interest Rates Reduce Taxes
2011.10.03: Saving for College Using 529 College Savings Plans
2011.10.03: End of Year Tax Planning Tips
2011.10.03: Power of Attorney or Guardianship?
2011.10.03: Basis Harvesting
2011.09.30: IRS Initiatives Make "Hidden Income" Harder to Keep Secret
2011.09.30: Schwab v. Commissioner: Muddying the Waters of Life Insurance Valuations
2011.09.30: IRS Reminder: Portability Elections for Some 2011 Estates Due as Early as October 3
2011.09.30: Warren Buffett Gives Interview on Floor of New York Stock Exchange
2011.09.30: Failure to Disclose Lien Yields Penalty For Registered Financial Employee
2011.09.29: Legality of IRS Preparer Tax Identification Number (PTIN) Regulations Called Into Question
2011.09.29: IRS Audits of High Net-Worth Individuals Causing Major Headaches For Some Taxpayers
2011.09.29: Taxpayer Required to Pay Penalty for Early Retirement Distribution
2011.09.29: Rev. Proc. 2011-46: Nonaccrual-Experience Method Taxpayer Safe Harbor
2011.09.29: Tax Court Opinion: Brown v. Commissioner
2011.09.29: Rising Bank Fees
2011.09.28: A Few Estate Planning Tips
2011.09.28: Estate Tax Revenues Flowing Back Into States
2011.09.28: Many Concerned Over FATCA Regulations
2011.09.28: Is a Tax LLM Worth the Additional Cost?
2011.09.28: IRS Launches New Website
2011.09.28: Protecting the Elderly from Illegitimate Financial Services
2011.09.28: Alzheimer's and Estate Planning
2011.09.27: Organizing Contacts for Maximum Results
2011.09.27: Law Firms and Credit Card Payments
2011.09.27: The Ethics of Switching Firms
2011.09.27: Employers Should Think Twice Before Re-Classifying Workers as Employees Under New IRS Program
2011.09.27: Private Jet Companies Utilizing Social Media
2011.09.27: Planning for the "Buffett Tax"
2011.09.26: Future of President Obama's Tax Proposals Remains Uncertain
2011.09.26: Insight Into President's Tax Plan for Tax Professionals
2011.09.26: PLR 201138027: I.R.S. Determines Trust Modification Does Not Create GST or Gift Tax Consequnces
2011.09.26: PLR 201138014: IRS Determines Income of Public Employee Retirement Trusts to be Excludible
2011.09.26: Equalizing the Tax Liability of Same-Sex and Heterosexual Couples
2011.09.26: Protecting Parental Assets from Children's Spouses
2011.09.26: NCPA Outlines New Tax System
2011.09.26: PLR 201138028: IRS Grants Extension To Allocate GSTT Exemptions
2011.09.26: UMA Upgrades That Mitigate Market Risk
2011.09.26: National Estate Planning Awareness Week: 10/17-23
2011.09.26: Congressional Research Service Report on Tax Policy Options
2011.09.26: Using Cash Gifts for a Down Payment on a Mortgage
2011.09.26: Are Crummey Trusts Still a Good Idea?
2011.09.26: Questions and Answers on Same-Sex Spouses and Tax Filing
2011.09.23: S Corp Tax Shelter Disallowed
2011.09.23: Gun Collections and Estate Planning
2011.09.23: Is Self-Made Wealth on the Decline?
2011.09.23: News on "Registered Tax Return Preparer" Program
2011.09.22: Surviving the Great Consternation: Investing and Elder Care in the Age of Recession
2011.09.22: President Obama Sends Deficit Reduction Plan to Congress
2011.09.22: IRS Reissues Proposed Regulation on Investment Advisory Expense Deductions
2011.09.22: Increased Number of Suits Against Executors
2011.09.22: Will We Ever See the World's First Trillionaire?
2011.09.21: Balancing Financial Goals and Resources
2011.09.21: Developments in Taxation of Same-Sex Couples
2011.09.21: Investing in Charitable Gift Annuities
2011.09.21: To Gift or Not to Gift?
2011.09.21: Trust Fund Rules That Help Your Heirs
2011.09.21: The "Buffett Principle:" Will Millionaires Still be Paying a Lower Percentage on Taxes Than Middle-Class Families?
2011.09.21: Tax and Estate Gift Audits
2011.09.20: "Forbes 400" Goes "Live" Wednesday
2011.09.20: Tax Court Ruling on Crummey Withdrawal Procedures
2011.09.20: Chances of Becoming a Millionaire
2011.09.20: Survey - Singles Less Likely to Save for Retirement
2011.09.20: IRS Grants Individuals Extensions for Allocating GST Tax Exemptions
2011.09.20: EBSA Tables New Rules for Retirement Plan Advisors
2011.09.20: Estate Tax Exemption to be Indexed in 2012
2011.09.20: America's Debt Woes
2011.09.19: IRS Releases October AFRs
2011.09.19: Limiting Charitable Deductions for the Wealthy
2011.09.19: Obama Proposes New Tax for Earners over $1 Million
2011.09.19: U.S. Authorities Investigating Swiss Branches Of Israeli Banks Over Possible Tax Evasion
2011.09.17: How to Avoid Impulse Moves in Retirement Investments
2011.09.17: Rating 401(k) Plans and Investment Advisers
2011.09.17: Decoding House Appraisals
2011.09.16: How Rebalancing Takes Emotion Out of Investing
2011.09.16: Vanguard to Provide 401(K) Plans to Small Companies
2011.09.16: Michael Jackson's Estate Distributes 30 Million to Mother, Children, and Charities
2011.09.16: Small Businesses Have a 16 Month Tax Respite Before Hikes in 2013
2011.09.16: IRS Amnesty Program Yields Millions of Dollars
2011.09.16: Should the Definition of "Charitable" in Section 170 be Narrowed?
2011.09.16: Senate Holds Hearing on Tax Reform
2011.09.15: The Whereabouts of American Millionaires
2011.09.15: Updates from the I.R.S. on Exempt Organizations
2011.09.15: Steps to Maximize Charitable Deductions for Donors
2011.09.15: Using Philanthropy to Bring Families Together
2011.09.15: Practitioners Welcome IRS Extension of the 2010 Estate Tax Deadlines
2011.09.15: IRS Extends 2010 Estate Tax Deadlines
2011.09.14: Trust Protector Powers: Fiduciary Duty and Tax Issues
2011.09.14: Borrowing to Finance Life Insurance Premiums
2011.09.14: IRS Publishes Notice 2011-73
2011.09.14: Capital Gains Rates Benefit Wealthy
2011.09.14: Myth of Small Business Tax Relief and its Effect on the Economy
2011.09.14: 2011 American Jobs Act
2011.09.14: Major Corporations Fight Against Disclosing Worker Compensation
2011.09.14: Improving Your Practice
2011.09.14: Strategies for Meeting Business Goals
2011.09.14: Protecting Aging Clients' Finances
2011.09.14: Portions of Pennsylvania's Medicaid Eligibility Requirements Found Invalid by U.S. District Court for the Eastern District of Pennsylvania
2011.09.14: Heirs of Welthy Baby Boomers Receiving Less Inheritance
2011.09.13: Wills: How to Give One Child Less
2011.09.13: IRS Gift Tax Compliance Initiative
2011.09.13: Alaska Trust Marketing Campaign
2011.09.12: Tax Preparer Examinations
2011.09.11: Allocation of Basis When Electing Out of 2010 Estate Tax
2011.09.11: Is the Bypass Trust Obsolete?
2011.09.11: H.R. 1249: Tax Patent Ban
2011.09.11: New Jersey Governor Proposes Estate Tax Exemption Increase
2011.09.10: Tax Notes Article by Shamik Trivedi and Amy S. Elliott: "IRS Releases 2010 Estate Tax Form 11 Days Before Filing; Extension Available"
2011.09.10: Tax Notes Article by Shamik Trivedi: Legacy of 9/11 Still Shaping Treasury Enforcement
2011.09.10: WealthCounsel and Trusts & Estates Magazine Annual Estate Planning Industry Survey
2011.09.10: Updates on Form 990
2011.09.09: Recent Developments in Asset Protection Law - August 2011
2011.09.08: Why Would Families Destroy Estate Value
2011.09.08: Tax Notes Article by Robert W. Wood Discussing Estate Valuation
2011.09.08: Tax Notes Article: Proposed Regulation 128224-06 Codifying Knight v. Commissioner
2011.09.08: Financial Planners Urge Parents to Curb Gifts to Adult Children Returning Home
2011.09.08: Advice for Financial Planning After a Divorce
2011.09.08: Britney Spears and Her Controversial Conservatorship
2011.09.08: Carryover Basis, GST Tax, and Portability
2011.09.08: Congressional Joint Committee on Taxation Cross-Border Taxation Report
2011.09.08: Extension of Interim Guidance on Section 67 Limitations on Estates or Trusts
2011.09.08: Ignoring Self-Imposed, Value-Reducing Estate Tax
2011.09.07: Six Estate Planning Flaws to Avoid
2011.09.07: Litigation Over Wealthy Florida Man's Estate
2011.09.07: Creating a Succession Plan for Your Vacation Home
2011.09.06: Legal Software Products and their Drawbacks
2011.09.06: Chasing After the Debts of the Dead
2011.09.06: Simon Cowell's Cryogenic Goals
2011.09.06: PLR 201135024: IRS Grants Extension To Allocate GSTT Exemptions
2011.09.06: Clawback of the Gift Tax
2011.09.05: Using an Inheritance to Teach Your Problem Child a Lesson
2011.09.04: Turning in Your Neighborhood Tax Cheat to the IRS
2011.09.03: The Team Approach to Estate Planning
2011.09.03: DOMA, Federal Benefits and Same-Sex Married Couples
2011.09.03: Treasury & IRS Release 2011-2012 Priority Guidance Plan
2011.09.03: The Fiduciary Duty of Minority Shareholders to Preserve S Corp Status
2011.09.03: Symposium on Critical Issues in International & Comparative Taxation
2011.09.03: In Texas, Trustees May Enter Into Leases That Extend Beyond the Termination of a Trust
2011.09.02: Eighth Circuit Rules Posthumously Conceived Child Not Entitled to Social Security Survivor Benefits
2011.09.02: Florida Funeral Home Installs Body "Liquefaction" Unit
2011.09.02: IRS Provides Tax Relief to Victims of Hurricane Irene
2011.09.02: 2011-2013 Edition of Texas Estate Planning Statutes with Commentary
2011.09.02: Texas Appellate Court Decides That One Contract Can Govern Multiple Credit Union Accounts
2011.09.02: Tips in Increasing Visitors for Legal Websites
2011.09.02: Putting the Special in Special Needs Trusts
2011.09.01: Spike in Basement Developments Irks London Neighbors
2011.09.01: Trusts and Estates Publishes Tax Law Update
2011.09.01: Creed or Code: The Calling of the Counselor in Advising Families
2011.09.01: Vitality of Estate Planning for Married Same-Sex Couples and the Unwed Elderly Couples
2011.08.31: Tenancy-by-the-Entireties Interests and Federal Tax Liens
2011.08.31: Taxpayers Lack Guidance for Offshore Voluntary Disclsoure Initiative
2011.08.31: Advice on How Advisors Can Restore Investors' Confidence
2011.08.30: Former ENRON CEO 's Sale of Annuities to ENRON Not Includable in Income
2011.08.30: IRS Criminal Investigation Division Surpasses 2010 Goals
2011.08.29: Treasury Releases Plan for Retrospective Analysis of Existing Rules
2011.08.29: PLR 201134017 on Income, Gift, and Generation-Skipping Tax Consequences of Trust Asset Transfers
2011.08.29: Five New Articles from the Agent's Sales Journal
2011.08.29: Annuities and the Law of Unintended Consequences
2011.08.29: Citizens For Tax Justice: Governor Rick Perry's "Flat Tax" and "Fair Tax" Both Mean Higher Taxes for Most Americans
2011.08.29: Tax Policy Center Estimates 2011 Distribution of Federal Tax Rates
2011.08.29: IRS Extends Offshore Voluntary Disclosure Initiative Deadline to September 9
2011.08.28: Fourth Court of Appeals of Texas Holds that Beneficiaries Are Entitled to Attorney Fees
2011.08.28: New Book: The ABA Practical Guide to Estate Planning
2011.08.28: Parenting Agreements for Same-Sex Marriages
2011.08.25: Big Law Firms Recruiting with iPhone Apps
2011.08.25: Switzerland Makes Efforts to Prevent U.S. Tax Evasion
2011.08.24: District Court Holds IRS has Superior Claim to Estate Tax Funds Held in Escrow
2011.08.23: University of Texas to Sponsor Taxation Conference and Estate Planning Workshop
2011.08.23: PLR 201133004 on Reformation of a Trust to Correct An Error
2011.08.23: Certain Transfers to Adult Children May Disqualify Parents from Medicaid Benefits
2011.08.23: PLR 201133005: Extension Granted To Allocate Generation-Skipping Transfer Tax Exemption
2011.08.23: AICPA Asks IRS for Filing Extension on Estate Tax Forms
2011.08.22: 2011 IRS Offshore Voluntary Disclosure Initiative
2011.08.22: Electing Out of Estate Tax and the Basis Consequences
2011.08.22: Forbes Article by Deborah L. Jacobs: Stock Market Dive Yields Gift Tax Bargains
2011.08.22: The Hidden Dangers in Safe Havens: Investing in Gold and Treasury Bonds
2011.08.22: Piercing the Corporate Veil of Single Member LLCs
2011.08.22: The Effect of Market Volatility on Estate Planning
2011.08.22: Warren Buffett Saves Billions Utilizing Charitable Deductions
2011.08.21: Current Opportunities for Gifting to Children
2011.08.21: Estate Tax Exemptions Portable Until 2013
2011.08.18: What Does a CEO Coach Do?
2011.08.18: Steve Akers:Current Developments in Estate Planning
2011.08.18: Women Can Be Reluctant to Discuss Estate Planning
2011.08.17: Wills, Trusts & Estates Prof Blog Publishes an Article by Gerry W. Beyer titled: New Hampshire Supreme Court Rules that Discretionary Trust Interest is Expectancy, Not Subject to Equitable Distribution on Divorce
2011.08.17: Tax Notes Article: IRS Rules on Income, Estate, Gift Tax Consequences of Judicial Trust Modification
2011.08.17: Tax Notes Article: IRS Publishes 2010, 2011 Interest Rates for Computing Special Use Value of Farm Property
2011.08.17: Ode to the Trust - 2nd Sonata
2011.08.17: Commissioner of the IRS Large Business and International Division Addresses Relief Under the 2011 Offshore Voluntary Disclosure Initiative
2011.08.17: Warren Buffet's Tax-the-Rich Op-Ed
2011.08.17: Author Challenges Buffet's Higher Tax Argument
2011.08.16: Estate of Gallagher Tax Court Case is a Valuation Tutorial
2011.08.16: Article on Community Property for Non-Community Property States
2011.08.16: Tax Notes Article: Comments Requested on Regs that Apply Grantor Trust Rules to Nonexempt Employees' Trusts
2011.08.16: Volatility Strategies Can Result in Big Gains and Limit Losses
2011.08.15: Author Details Legal and Financial Hurdles Same Sex Couples Face
2011.08.15: Tinkering With the U.S. Tax Code
2011.08.15: Warren Buffett Urges Congress to Raise Tax Rates for the Mega-Rich
2011.08.15: PLR 201132005: Trust Granted Extension to Make Charitable Contribution Election
2011.08.15: Advance Directive Digital "Lockboxes" Proposal
2011.08.15: Tax Practitioner-Client Privilege and Tax Shelter "Promotion"
2011.08.15: Life Insurance Coverage and the Debt Debate
2011.08.15: Probate Court System Reform in Connecticut
2011.08.13: Estate of Petter v. Commissioner: Ninth Circuit Ruling Affirms Use of a "Charitable Lid" Clause
2011.08.13: Tax Notes Article by Nancy B. Firestone: Court of Federal Claims Denies Untimely Estate Tax Refund Claim
2011.08.13: United For A Fair Economy Calls For High-Income Tax Increases, Strong Estate Tax.
2011.08.13: Tax Law Round Up Article by Steve Schneider: IRS Reminds Taxpayers of Aug. 31 Deadline for FBAR Voluntary Disclosure
2011.08.13: Review of New Casebook on Gratuitous Transfers
2011.08.12: Online Legal Document Service Rocket Lawyer Raises $18.5 million dollars
2011.08.12: Donors Seek Clarification on Applicability of Gift Tax to Contributions to 501(c)(4)s
2011.08.11: Expert Financial Planner Details his Core Wealth Management Beliefs
2011.08.11: HSBC Tops Family Office List as Money Firms Manage Rises 17%
2011.08.11: Managing an Investment Portfolio for Risks, Not Only Returns
2011.08.11: Final Regulations on Use of Actuarial Tables in Valuing Annuities And Similar Property
2011.08.11: Article on "Applying the Constructive Trust to Cure Testamentary Mistake" and Avoid Malpractice
2011.08.11: Tatum v. United States: Fifth Circuit Reverses Summary Judgment in Gift Tax Suit
2011.08.11: Resisting the Urge to Run Away From Home
2011.08.11: Forbes Article by Deborah L. Jacobs: Smart Moves for Battered IRAs
2011.08.11: Tax Notes Article: DOJ Announces Guilty Plea of New Jersey Doctor for Failing to File FBARS
2011.08.11: Attorney Questions IRS Decision to Halt Gift Tax Exams
2011.08.11: The No-Pain, No-Gain Economy
2011.08.11: What the Stock Market Plunge Means for a Deficit Agreement
2011.08.11: ABA Seeks Nominations for Annual List of 100 Best Blawgs
2011.08.11: James Brown's Estate Legal Troubles
2011.08.10: IRS Issues Rev. Proc 2011-41 Regarding Safe Harbor Related to the Interpretation and Application of Section 1022
2011.08.10: IRS Issues Notice 2011-66 Regarding How Executors May Opt Out of the Estate Tax and Have The Carryover Basis Rules Apply
2011.08.10: "Wealth Matters; Owning a Ranch Offers Returns Beyond the Financial
2011.08.10: Insurance News Net Article by Bill Singer: The Lawyer, the Stockbroker, the Ex-Wife, and the Widow
2011.08.10: Huffington Post Article by Alexander Eichler: 1,400 American Millionaires Paid No U.S. Income Tax in 2009
2011.08.10: New York State Bar Resolution Calls for "Practice Ready Lawyers"
2011.08.09: Managing an Investment Portfolio for Risks, Not Only Returns
2011.08.09: Article on Estate of Palumbo v. U.S
2011.08.09: Charitable Trust and Wholly-Owned Corporation May File a Single Form 990
2011.08.09: Aug. 31 Is the Due Date for This Year's Offshore Voluntary Disclosure Program
2011.08.09: How the OCC Will Regulate Trust Banks and Thrifts
2011.08.09: IRS Announces Guidance on Basis of Estates of Decedents Who Died in 2010
2011.08.09: IRS Provides Safe Harbor Procedures For Property Acquired From 2010 Estates
2011.08.09: Woman Denied Medicaid Eligibility After Purchasing Endowment Life Insurance Contract
2011.08.09: IRS Provides Guidance to Executors on Skipping 2010 Estate Tax
2011.08.09: Estate of Petter v. Commissioner
2011.08.08: IRS Sets Nov. 15 Deadline for Electing Out of 2010 Estate Tax
2011.08.08: Transfer of Green Bay Packers Season Tickets at Death
2011.08.08: Tuesday, August 9th Deloitte Webinar: "Partnership Tax Compliance: Raising the Bar on Performance and Cost Effectiveness"
2011.08.06: Recent Developments in Asset Protection Law - July 2011
2011.08.06: Two Years After Madoff: An Argument for Foundation Audits
2011.08.05: Tax Changes for New York Same-Sex Couples
2011.08.05: How Does a Four-Year-Old Spend $46,000 a Month?
2011.08.05: PWC Comments on Draft FATCA Reporting Form
2011.08.05: UBS Client Pleads Guilty to Filing False Tax Return
2011.08.05: 2010 Data from Forms 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Returns
2011.08.04: Forbes Article by Janet Novack: Higher Taxes and Epic Tax Fight Are On The Horizon
2011.08.04: Consumer Affairs Article by James R. Hood: Gay Marriage Highlights Inequities in Tax Laws
2011.08.04: Wills, Trusts, and Estates Prof Blog Article by Gerry Beyer: Trial & Heirs, Protect Your Family Fortune!
2011.08.04: 2011 State Death Tax Chart
2011.08.04: IRS finalizes Circular 230 Regulations
2011.08.04: Economic analysis: Bush tax cuts demand a phase 3
2011.08.04: Today, August 4 Deloitte Webinar: "Alternative Workplace Strategies: The Big Shift in Office Space Demand Has Begun"
2011.08.04: President Signs Bill to Raise Debt Ceiling
2011.08.04: September 21st ABA Webinar: "Practical Problems and Practical Solutions for Private Foundations"
2011.08.04: Celebrity Actress in Eviction Proceedings for Rent-Controlled Apartment
2011.08.03: Trial & Heirs: Protect Your Family Fortune!
2011.08.03: Tax Notes Article by Randall Jackson: "Former UBS Banker Indicted in Tax Evasion Case."
2011.08.03: Citizens For Tax Justice: The Debt Ceiling Conflict
2011.08.03: Wall Street Journal Article by Tom Herman: Federal Estate Taxes and Step-Up-In-Basis Rules
2011.08.02: Privacy and Security During Life, Access After Death: Are They Mutually Exclusive?
2011.08.02: Getting married? Get A Prenup
2011.08.02: ABA-CLE: Building A Successful And Supportive Special Needs Practice
2011.08.02: Tax Notes Article by Juan F. Vasquez: "IRS Refusal To Abate Interest On Estate Tax Liability Upheld By Tax Court"
2011.08.02: Will a Woman Become the Richest Person in the World?
2011.08.02: Hearing Testimony on Tax Preparer Registration Requirements
2011.08.01: Planned Giving Design Center Article by Marc Hoffman: Bill Would Enhance Charitable Deductions for Ordinary Income Property
2011.08.01: The Trust Advisor article by Scott Martin: DOL Begins Crackdown on 401k Providers for Fee Bundling Abuses
2011.08.01: Making A Deal In Washington: Does The Debt ceiling and Estate Tax Have Anything In Common?
2011.08.01: Alexander McQueen Leaves Money For Dogs
2011.08.01: When Estate Plans Fail: From Pets To The Unborn
2011.08.01: Who's Afraid of Grover Norquist?
2011.08.01: Tax Notes: IRS Releases Publication on Basis of Assets
2011.08.01: Wealthy Investors Grow Pessimistic About Economy
2011.08.01: IRS Issues SB/SE Interim Guidance On Estate And Gift Tax Cases
2011.08.01: Giving Property as a Gift
2011.08.01: District of Columbia's Budget Support Act of 2011
2011.08.01: Fifth Circuit Says No Tax Court Jurisdiction for Trust's Equitable Recoupment Claim
2011.08.01: Tax Notes Article Warns About Mixing Mortgages and Conservation Easement Deductions
2011.08.01: Amy Winehouse's Sound Financial Planning
2011.07.31: Rental income not unrelated business income
2011.07.31: Gang of Six summarizes budget and tax reform proposals
2011.07.29: Agent's Sales Journal: Five New Articles
2011.07.29: Is this the end of CMBS 2.0 or just a few careers on Wall Street?
2011.07.29: Democrats Can Lose Debt Fight, Win on Bush Tax Cuts
2011.07.29: Montana: Sales of Prepaid Cards That Add Airtime To Handsets Not Subject To Tax
2011.07.29: Connecticut: Electronic Filing and Payment Deadline Reminder Issued
2011.07.29: Arkansas Updates State's Streamlined Sales and Use Tax (SST) Taxability Matrix and Certificate Of Compliance
2011.07.29: Prima Facie Case for Summons Enforcement Established
2011.07.29: Prima Facie Case for Summons Enforcement Established
2011.07.29: Final Regulations Issued Regarding Election of Reduced Research Credit
2011.07.29: Boehner Plan Draws Veto Threat
2011.07.29: Going Solo With Your Law Practice
2011.07.29: When to Collect Social Security
2011.07.29: Two-Year Limitation No Longer Applies to Many Innocent Spouse Relief Requests
2011.07.29: Reporting and Withholding Requirements for Foreign Financial Institutions Clarified (Notice 2011-53)
2011.07.28: Steve Akers: ACTEC 2011 Summer Meeting Musings
2011.07.28: The Art of Diversification
2011.07.26: Dividing an Estate Among Adult Children
2011.07.26: FBAR Form Instructions Gave Jurisdiction To District Court
2011.07.26: Article on Implications of Schafer v. Astrue
2011.07.26: Making a Deal in Washington
2011.07.26: Tax Preparers and the Role They Play in Taxpayer Compliance: An Empirical Investigation with Policy Implications
2011.07.26: PLR 201129016: Proposed Transfer, Lease Of Farmland Won't Result In Additional Estate Tax
2011.07.26: PLR 201129026: Trust Granted Extension To Make Distribtuion Election
2011.07.26: PLR 201129049: Foundation's Receipt Of Promissory Note Payments From A Privately Held Corporation ations Not Self-dealing
2011.07.26: PLR 201129033: Gift of Non-Voting Stock Not a Split Interest
2011.07.25: PLR 201129014: IRS Ruling on Proposed Reformation of Trust
2011.07.25: PLR 201129017: IRS Ruling on Transfer of Interests in Trusts
2011.07.25: PLR 201129021: IRS Ruling on Generation-Skipping Transfer Tax
2011.07.25: PLR 201129018: IRS Ruling on Proposed Transfer of Farmland
2011.07.24: Beer, Taxes, and Baseball
2011.07.24: Tax Notes Article: Tax Charge Indictment Against Swiss Financial Adviser
2011.07.24: Retirement Savings New Focus For Tax Advisers
2011.07.24: Institute Claims Rosa Parks' Estate Drained by Fees
2011.07.24: Testation and Contract Freedom
2011.07.24: Will British Millionaires Flee to the U.S.?
2011.07.24: Law School Economics: Ka Ching!
2011.07.24: Getting the most out of Social Security
2011.07.24: The Start-Up of you
2011.07.22: Comparing Private Foundations, Community Foundations, and Donor Advised Funds
2011.07.22: Oregon Replaces Inheritance Tax With Estate Tax
2011.07.22: 3 Things to Consider Regarding Whether You Should Use Life Insurance as an Investment
2011.07.22: Why You Avoid Your Most Important Financial Task
2011.07.22: IRS Releases August AFRs
2011.07.22: Florida Bar Tax Section Comments On Draft FATCA Reporting Form
2011.07.21: Estate of Olivo v. C.I.R.
2011.07.21: Tax Simplification Proposal
2011.07.21: American Citizens Abroad lists dangers of FATCA
2011.07.21: Trust assets not includable in decedent's gross estate, Tax Court holds
2011.07.21: Ten Rules for Asset Protection Planning
2011.07.19: Anton Ginzburg Pleads Guilty To Hiding Swiss Bank Account From The IRS
2011.07.19: IRS Releases Audit Technique Guide For Attorneys' Returns
2011.07.19: E-Filing Available For FBAR Filers
2011.07.19: PLR 201128013 and PLR 201128014: IRS Rules On Income, Estate, Gift, GST Tax Consequences Of Proposed Trust Reformation
2011.07.18: IRS Ruling on Annuities Held in Trusts
2011.07.18: Americans for Prosperity: Koch Brothers Spread Influence Via Blueberry Farmer
2011.07.18: SPECIAL TELECONFERENCE: How to Get Clients & Prospects to Act in Today's Financial Uncertainty with Jeffrey A. Dunham
2011.07.18: Conrad says Senate Democratic budget balances revenues spending.
2011.07.18: Headaches for Same-Sex couples
2011.07.18: Average starting pay for law grads is on a downward shift; drop is largest for law firm jobs
2011.07.18: June jobs report: Legal industry continues to shrink
2011.07.18: Problems Facing Tax Lawyering As An Occupation
2011.07.18: Gift Tax Strategies For Foreigners
2011.07.18: Larry Summers States that Default Would Trigger More Panic Than Lehman Bankruptcy
2011.07.18: July 19 CCH Webinar: Understanding Foreign Partnerships and Form 8865; Certificate of Completion for CPE Credit Available
2011.07.18: Money Laundering and Tax Havens
2011.07.17: SPECIAL TELECONFERENCE: What Every Estate Planner Should Know About Matrimonial Issues
2011.07.17: Pros and Cons Of Custodial Accounts
2011.07.17: Passing on Loyalty Program Points After Death
2011.07.17: Tough Love: Wealthy Parents Choose Charities Over Children
2011.07.17: Can You Trust Your Trustee?
2011.07.17: Extensions granted to allocate GSTT exemptions
2011.07.17: Tax background key to Bachmann's presidential pitch
2011.07.16: Becoming a Rainmaker
2011.07.15: Special Teleconference: How to Get Clients & Prospects to Act in Today's Financial Uncertainty with Jeffrey A. Dunham
2011.07.14: Annuities: The Advisor's Conundrum
2011.07.13: Tax Court values regional media empire
2011.07.13: Closing the tax gap is in the interests of every honest business
2011.07.13: Tenth Circuit affirms dismissal of estate tax refund suit
2011.07.13: SPECIAL TELECONFERENCE: What Every Estate Planner Should Know About Matrimonial Issues
2011.07.13: IRS Requests Comments Regarding Charitable Remainder Annuity Trust and Charitable Remainder Unitrust Safe Harbor For Surviving Spouses
2011.07.13: Ohio and Connecticut Estate Tax Changes
2011.07.12: Zsa Zsa Gabor's Predictably Convoluted Estate
2011.07.12: Alterations to Estate Tax Structures a Potential Source of Confusion
2011.07.12: IRS Abandons Investigation into Politically Motivated 501c(4) Contributions
2011.07.12: The American Institute of Certified Public Accountants Seeks Guidance On FBAR Exceptions
2011.07.12: Tax Court Finds No Reasonable Cause For Income Omission Where Taxpayer Relied On Return Preparer
2011.07.12: Read This Before You Die
2011.07.12: Colorado Adopts the Uniform Disclaimer of Property Interest Act
2011.07.12: IRS Suspends Examination Activity Regarding Contributions to 501(c)(4) Organizations
2011.07.12: Seeking Investment Flexibility in a 401(k)
2011.07.12: Warren Buffett: I Could End the Deficit in 5 minutes.
2011.07.12: Non-Citzens and the Gift Tax
2011.07.12: IRS Guidance for 2009 Offshore Voluntary Disclosure Program and the 2011 Offshore Voluntary Disclosure Initiative
2011.07.12: Filing Due Date Extended for Report of Foreign Bank and Financial Accounts
2011.07.12: Tax Court Ruling: Accuracy Related Penalties
2011.07.12: IRS Rules that Charitable Remainder Annuity Trust may Permit Purchase of Commercial Annuity Contract
2011.07.12: Tax Court Rules Settlement Agreement Cannot be used to Confirm Charitable Deduction
2011.07.12: IRS Rules that Grants from Private Foundation's Scholarship Program are not Taxable
2011.07.12: Considering State Death Taxes
2011.07.11: H.R. would adjust business return due dates
2011.07.11: Indian Group Suggests Publicizing Voluntary Disclosure Program
2011.07.11: SPECIAL TELECONFERENCE: What Every Estate Planner Should Know About Matrimonial Issues
2011.07.11: UK Treasury Suggests Revisions on Statutory Residence Test
2011.07.11: Tax Court Valuation of Media Empire
2011.07.09: Agent's Sales Journal: Five New Articles
2011.07.09: Premarital Agreements: Validity Is Not Enough
2011.07.09: SPECIAL TELECONFERENCE: What Every Estate Planner Should Know About Matrimonial Issues
2011.07.08: Choosing the Correct Succession Plan Adviser
2011.07.07: Transfer to Daughter Without Written Agreement Triggers Medicaid Penalty
2011.07.07: Twenty-Five Documents to Leave Behind For Loved Ones
2011.07.07: Hawaii's New Asset Protection Laws
2011.07.07: SPECIAL TELECONFERENCE: What Every Estate Planner Should Know About Matrimonial Issues
2011.07.07: Tax Court Holds Individual Who Paid Rent Toward Mortgage May Not Deduct Mortgage Interest
2011.07.07: Tax Notes Article by John F. Dean: "Tax Court Denies Couple's Deductions for Losses from Real Estate Rentals"
2011.07.07: New York Same-Sex Marriage Law: What are the Tax Consequences?
2011.07.07: Law Firms Build Teams Around Large Clients
2011.07.06: Data Security in a Tech-Crazed World
2011.07.06: Rules of Effective Goal Setting
2011.07.06: Investors May Lose as Congress Saves Money On Advisor Oversight
2011.07.06: Obama Challenges Republicans to Raise Taxes to Cut Debt
2011.07.06: Estate And Tax Law Planning In A Global Economy
2011.07.06: Wyoming Emerging as a Leading Trust Situs State
2011.07.06: Advice on Retirement Planning for Agricultural Business Owners
2011.07.06: Sen. Jay Rockefeller Discusses Deficit Reduction Through Higher Taxes
2011.07.06: Ongoing Debate on Ohio's State Estate Tax
2011.07.06: Tips on Avoiding Tax Penalties When Gifting Stock
2011.07.06: Taking Advantage of Soon-To-Expire Tax Provisions
2011.07.06: Retirement Account Fees
2011.07.06: Strategies for Saving for College
2011.07.06: Americans with Financial Planners Better Prepared for Retirement
2011.07.06: Hawaii Revises Asset Protection Law Hoping to Garner more Mainland Business
2011.07.05: SPECIAL TELECONFERENCE: What Every Estate Planner Should Know About Matrimonial Issues
2011.07.05: I DIG IT Divorce
2011.07.05: Ode to the Trust - 1st Sonata
2011.07.05: Summer Camps Teach Children Money Skills
2011.07.05: Do Richer People Want Fewer Children?
2011.07.05: Robert W. Wood: Business Travel / Vacation Tax Tips
2011.07.05: Lawyer Surplus in Nearly Every State
2011.07.05: Is the Current Law Job Stagnation Permanent?
2011.07.05: Agent's Sales Journal: Four New Articles
2011.07.04: Attorney recommends clarification of proposed regs on discharge of indebtedness income
2011.07.04: Tax Court finds donation of conservation easement was not properly substantiated
2011.07.04: Service revokes organization's exempt status for private inurement
2011.07.04: No Written Acknowledgment, No Deduction
2011.07.04: Service approves qualified reformation to create CRT
2011.07.04: Type III Supporting Org Denied Exempt Status for Failure to Meet Required Test
2011.07.01: IRA won't be treated as inherited IRA
2011.07.01: IRS reminds foreign bank account holders of upcoming FBAR reporting deadline
2011.07.01: Great Business Auto Write-Offs
2011.06.30: Debt Reduction in the Developed World Will Require Substantial Restructuring
2011.06.30: Best And Worst Trust Accounting Software for 2011
2011.06.30: H.R. 2320 Would Permanently Extend Elective Treatment For Alaska Native Settlement Trusts
2011.06.30: CPA Expresses Concerns With Proposed Regulations On Discharge Of Indebtedness Income
2011.06.30: Automatic filing extension regs get mixed reception from practitioners
2011.06.30: IRS Letter Ruling on Supporting Organizations
2011.06.29: The Effect Gay Marriage will have on their Financial Planning
2011.06.29: IRS Releases July AFRs
2011.06.29: Managed Futures Offer A Hedge Against Volatile Markets
2011.06.29: Showing Gratitude To Your Clients Is A Surefire Way To Expand Your Business
2011.06.29: PwC Warns That Older Firms Should Adopt New Practices To Keep Status Quo In New Economy
2011.06.29: Planners Try to Persuade Younger Clients To Take More Risk
2011.06.29: CoA for the DC Circuit Rules That a Donor Can Deduct the Value of Conservation Easements
2011.06.29: YourABA: July 2011 Newsletter
2011.06.29: Conservation Donation Rules Legislation
2011.06.29: U.S. Charitable Giving Increased in 2010
2011.06.29: American Bar Association June 2011 Smart Soloing Newsletter
2011.06.28: Long-Awaited estate planning guidance still in the works, treasury official says.
2011.06.28: California UBS clients plead guilty to filing false tax return
2011.06.28: PLR 201125007: IRS Rules That Judicial Reformation Of A Trust Will Be Deemed Qualified Under Section 2055(e)(3)
2011.06.28: PLR 201125009: IRS Rules On Disclaimer Of Balance of Retirement Account
2011.06.28: IRS Releases Draft Of Form 8938 "Statement of Specified Foreign Financial Assets"
2011.06.28: 6th UBS Customer - Former Attorney - Charged with Tax Evasion Pleads Guilty
2011.06.28: The 2010 Tax Relief Act: Two Year Estate Planning Oppurtunity
2011.06.28: IRS Shortens Automatic Extension Time Period for Partnership, Trust, and Estate Tax Returns
2011.06.28: SPECIAL TELECONFERENCE: Steven J. Oshins, Esq. on Nevada Restricted LLC/LP
2011.06.28: PLR-138574-10: "Extensions Granted to Allocate Generation Skipping Transfer Tax Exemptions"
2011.06.27: New guidance regarding FBARs and Offshore Voluntary Disclosure Initiative
2011.06.27: IRS announces applicable federal rates for July
2011.06.27: How a no-tax hike pledge makes K Street even richer
2011.06.27: Congress' Modification of GST Exemption and Lifting of Roth IRA Restrictions Allow for Huge Wealth Transfer Possibilities
2011.06.27: The Iowa Trust Code - After Ten Years
2011.06.27: Tax Court Ruling on Defined Value Formula Clauses
2011.06.27: The Gift Tax and Contributions to Section 501(c)(4) Organizations
2011.06.26: Tips for solving the cost-basis mystery
2011.06.26: Do incentive trusts encourage responsibility?
2011.06.24: Arden Dale: Why Your CPA Might Blab
2011.06.24: Michael Sisk: How to Keep the Kids
2011.06.24: Domestic Partnership Benefits Upheld in Wisconsin Court
2011.06.24: Domestic Partnership Benefits Upheld in Wisconsin Court
2011.06.24: Tax Court holds that decedent retained incidents of ownership and estate included life insurance
2011.06.24: Revisions in Estate Tax Leave Ambiguities Until 2013
2011.06.24: Treasury Notice 2011-54 extends FBAR filing deadline for some individuals
2011.06.24: Effect of Tax Relief Act on 2010 Decedent Estates
2011.06.24: Deloitte Tax Partner Testifies on Foreign Investment
2011.06.24: Tax Court Holds Estate Not Liable For Accuracy-Related Penalty
2011.06.24: Tax Notes Article by Kip Kellinger: "Gift Tax and 504(c)(4): Is It Politics By Other Means?"
2011.06.24: SPECIAL INTERVIEW: Steven J. Oshins, Esq. on Nevada Restricted LLC/LP
2011.06.23: Advice For Clients in Picking an Asset Protection Lawyer
2011.06.23: Publication: Wills Road Map
2011.06.23: American Family Business Institute Hosts Death Tax Luncheon on Capitol Hill
2011.06.22: Tax Policy Group Predicts Sharp Decline in 2011 Estate Tax Returns
2011.06.22: Informal "Rogue" Wills Given More Credence By a California Court
2011.06.22: Charities Lose Tax Exempt Status
2011.06.22: IRS Power to Request Documents from Accountants
2011.06.22: Swiss Banks Viewed as Attractive Tax Havens to Rich from Developing Countries
2011.06.22: United States Tax Court's Whistleblower Jurisdiction
2011.06.22: Senators Kirk and Durbin Ask the IRS to Provide Free Tax Prep Software
2011.06.22: Choosing an Estate Plan
2011.06.22: Steve Aker's Summary of Hendrix v. Commissioner, T.C. Memo. 2011-133 (June 15, 2011)
2011.06.21: SPECIAL INTERVIEW: Steven J. Oshins, Esq. on Nevada Restricted LLC/LP
2011.06.21: Interview with Steven J. Oshins on Nevada Restricted LLC/LP
2011.06.21: Agent's Sales Journal: Five New Articles
2011.06.21: Financial Crimes Enforcement Network Extends Deadline For Filing Form TD F 90-22.1
2011.06.21: Financial Planning For Same-Sex Couples
2011.06.21: Supreme Court Of Rhode Island Holds Survivorship Rights Not Created Without Signed Document
2011.06.21: Gerry W. Beyer: Court Holds that a Will Lacking a Residuary Clause Covered Non-Gifted Property
2011.06.21: Tax Notes Article by Patricia A. Thompson, "AICPA Calls on FINCEN to Eliminate Some Prior Year FBAR Filing Requirements"
2011.06.21: Tax Notes Article by Elizabeth Crewson Paris, "S corp stock valuation formulas valid, tax court holds"
2011.06.21: PLR 201124003: Couple Granted Extension To Elect Out Of Automatic Generation-Skipping Transfer Tax Exemption Allocation
2011.06.19: Budget Discussions Remain Indecisive
2011.06.19: Financial Advice From Millionaires
2011.06.19: CPA Firm Proud To Be Boring
2011.06.19: Announcement 2011-36: IRS Seeks Comments on Form 990 (Annual Return for Tax-Exempt Organizations)
2011.06.19: House Ways and Means Committee Chair Releases Letter Suggesting The IRS Is Targeting Constitutionally Protected Political Speech
2011.06.19: Tax Notes Article, "Heritage Foundation Calls for Elimination of Tax Extenders"
2011.06.17: Tax Notes Article, "Advice on Assessment of Gross Valuation Misstatement Penalty is No Longer Valid"
2011.06.17: Tax Notes Article by Randall Jackson, "Switzerland Negotiating Expanded Tax Evasion Settlement"
2011.06.17: Estate tax returns to shrink sharply for 2011 tax policy group
2011.06.17: Ohio about to repeal its estate tax
2011.06.16: Deficit may clip 12-year tax streak for top earning Americans
2011.06.16: Article on Charitable Gifts by S Corporations
2011.06.14: Revealing Hidden Costs of Your 401(k)
2011.06.14: Revealing Hidden Costs of Your 401(k)
2011.06.14: Tax Planning For Same-Sex Couples
2011.06.14: Tax Preparer Omits Income And Tax Court Imposes Accuracy-Related Penalty
2011.06.14: Nonresident Alien's U.S. Gambling Winnings Taxable, Accuracy-Related Penalty Applied To Underpayment Of Tax
2011.06.14: Retirement: Tax-smart ways to help your grandkids
2011.06.14: Robert W. Wood: IRS Penalties Despite Reliance on Adviser
2011.06.14: Recent Developments in Asset Protection Law - June 2011
2011.06.14: Relationship Between Contracts, Trusts, and Fiduciary Duty
2011.06.14: Beneficiary Denied Discretionary Distribution For A Medical Implant
2011.06.13: How to Raise an Entrepreneur
2011.06.13: PLR 201123014: Court's Orders Won't Cause Trust to Lose GSTT Exempt Status
2011.06.13: Tax Notes Article by Jeremiah Coder: "No Traditional Disclosure Practice Allowed for Offshore Cases, IRS Officials Say."
2011.06.13: 3rd Circuit Holds that US Virgin Islands Can Intervene in an Individual's Tax Suit
2011.06.13: IRS Reminds Americans Living and Working Abroad of June 15 Deadline
2011.06.12: Tax Notes Article, "IRS Requests Comments on Split Dollar Life Insurance Arrangement Regs"
2011.06.12: Tax Notes Article, "Investment Company Institute Requests Guidance on RIC Modernization Act"
2011.06.12: SPECIAL TELECONFERENCE - Portability: What Every Professional Should Know
2011.06.12: The Federal Estate Tax
2011.06.12: Deluded parties taste victory without deficit cuts
2011.06.12: Tax Notes Article, "IRS rules on estate, gift, GST tax consequences of proposed early distribution of trust principal"
2011.06.11: Fiduciary Update: Cases of Interest - Funding, Construction, and Creation of Trusts
2011.06.11: WTAS: June 2011 Newsletter
2011.06.11: Treasury Addresses Transition Issues Regarding the Foreign Account Tax Compliance Act
2011.06.11: SPECIAL TELECONFERENCE - Portability: What Every Professional Should Know
2011.06.11: Example of fees for estate planning
2011.06.11: IRS focusing on the gifting of real estate
2011.06.10: How To Make Your Children Millionaires
2011.06.10: Kim Zetter: Bank Not Responsible for Letting Hackers Steal $300K From Customer
2011.06.10: The Ten Most Infamous Estate Feuds
2011.06.10: Tax Cuts Push Debt to New Milestone
2011.06.10: Animated Asset Protection
2011.06.10: Grading the Pawlenty Tax Plan
2011.06.10: Tips for Spouses Facing Divorce
2011.06.10: Nick Rosen: China's billionaires: Zong Qinghou, Boss of Wahaha
2011.06.09: SPECIAL TELECONFERENCE - Portability: What Every Professional Should Know
2011.06.08: SPECIAL TELECONFERENCE - Portability: What Every Professional Should Know
2011.06.08: Governor (and Pres. Candidate) Tim Pawlenty Announces Support for Tax Reform
2011.06.08: Pawlenty's tax cut proposal
2011.06.08: Agent's Sales Journal: Five Great Articles
2011.06.07: Portability Versus Bypass Trust: Practical Planning Tips
2011.06.07: The Taxpayer Advocacy Panel Suggests Projects for IRS Guidance Priority List
2011.06.07: Practicioners Question IRS Commissioner's Letter Regarding Poltical Motivations
2011.06.07: Senate Republicans Compromise on Estate Tax Exemption
2011.06.06: Is there still a benefit to credit shelter trusts?
2011.06.06: Schwarzenegger's Assets will Likely Diminish with Divorce
2011.06.06: Unique terminology used in elder law estate planning
2011.06.06: IRS Letter Ruling Grants Extension to Make Alternate Valuation Election
2011.06.06: IRS Rules on Small Business Trust and Electing Shares
2011.06.06: Trends in Commercial Real Estate Loan Guaruntees
2011.06.06: Tax Notes Article, "Treasury Extends FBAR Filing Deadline for Some Financial Professionals"
2011.06.06: Tax Notes Article by Shamik Trivedi, "Foreign Accounts with Domestic Banks Subject to FBAR Requirements, Official Says"
2011.06.05: Legal outsourcing firms creating jobs for American lawyers
2011.06.05: Tax Notes Article by Judy Xanthopolous "Report finds 'Faulty Math' behind proposals to cut 401(k) plans"
2011.06.05: Tax Notes Article by Patrice Gay, "Supreme Court declines to review tax evasion, trust fund penalty cases"
2011.06.05: Tax Notes Article by Amy S. Elliot, "IRS updates 30-year-old revenue procedure on basis determinations"
2011.06.05: I
2011.06.05: Tips for estate planning and tax law compliance in a global economy
2011.06.05: IRS issues corrected instructions for 2010 gift tax return
2011.06.05: Driving a bargain for long-term care
2011.06.05: The Long Goodbye
2011.06.05: Tax Notes Article by Meg Shreve, "Former IRS Commissioner questions taxing passthrough entities as corporations"
2011.06.05: Unsuitability of person to serve as personal representative
2011.06.05: The five biggest ways to bungle a trust
2011.06.05: Where have all the estate planning lawyers gone?
2011.06.05: CBO study examines options for charitable giving and tax consequences
2011.06.04:
2011.06.04: Purchase and Sale of Marital Trust Assets did not Trigger Transfer Tax Consequences
2011.06.04: IRS Updates List of FAQs on the 2011 Offshore Voluntary Disclosure Initiative
2011.06.04: IRS Issues More Guidance on Processing Offshore Voluntary Disclosure Cases
2011.06.02: Why Planning your Estate still makes Sense
2011.06.02: Bizarre Bequests
2011.06.02: The World's 12.5 Million Millionaires Control 39% of the World's Wealth
2011.06.02: Treasury and the IRS Announce Certain Financial Professional to get Extension to File Foreign Financial Accounts Reports
2011.06.02: IRS Releases Final Rules on Minimum Tax Preparation Standards
2011.05.31: Estate Planners Must Rely on More than Portability to Ensure Preservation and Passing on of Deceased Spouse's Estate or Gift Tax Exclusion Amounts
2011.05.31: New Government Website Lists Entities Reporting Significant Medical Privacy Breaches
2011.05.31: IRS Rules on Tax Consequences of a Court-Ordered Settlement Agreement for Parties to a Trust
2011.05.31: Karen DeMasters: Celebrity Foibles Can Be Learning Tools For Advisors, Clients
2011.05.31: Emily Maltby: Listen Up About Taxes, Family Firms Say
2011.05.31: Bill Singer: Mother Sues Merrill Lynch Over Daughter's Guardianship
2011.05.31: Estate Analyst: Evil Estates Deconstructed
2011.05.30: Mayor Bloomberg Spent Large in 2010
2011.05.30: California uses new Methods to Collect more from High Income Taxpayers
2011.05.30: IRS Attempting to Tax Large Real Estate Gifts by Searching Land-Transfer Records
2011.05.30: Wall Street Journal: IRS Wants QuickBooks from Small Businesses
2011.05.30: IRS Releases Guidance on IRA's and Marital Deductions for Estate Tax
2011.05.29: New estate tax rules should expire after 2012
2011.05.29: New tax rules should expire after 2012
2011.05.29: Conviction of lawyers in tax shelter case seen as deterrent
2011.05.29: Attorney Paul Daugerdas convicted in tax shelter case
2011.05.29: Tax seen for wealthy donors, as IRS probes campaign contributions
2011.05.29: An investment asks, how much can you afford to lose?
2011.05.29: Tax Notes Article, "New Jersey man sentenced for failure to report swiss bank account, DOJ announces"
2011.05.27: OMB: IRS Proposes Significant Regulations and Changes
2011.05.26: Huguette Clark, Reclusive Heiress, Dies at 104
2011.05.26: Should millionaires trust their advisers again
2011.05.26: American Institute of CPAs: Mobile Workforce State Income Tax Simplification Act to Lead to Reduction in Administrative Burdens
2011.05.26: Treasury: Foreign Charities Might Garner Carveout under FACTA
2011.05.26: Recent Senate Hearing Highlights the Devastating Effects of Tax-Related Identity Theft
2011.05.26: USA: the battle over power of attorney
2011.05.26: Avoid being a defendant: estate planning malpractice and ethical concerns
2011.05.26: Inflation and the income tax: lessons from the past, lessons for the future
2011.05.26: Tough truths about the dollar, the debt and the economy
2011.05.25: Start Preparing Now For New Foreign Bank Account Reporting Rules
2011.05.25: Professor Wendy Gerzog Criticizes 9th Circuit Decision in Estate of Shapiro
2011.05.25: U.S. District Court denies IRS Summins Petition in In the Matter of the Tax Liabilities of John Does
2011.05.24: Congressional Research Service Avers that Budget Deficit can be Diminished by Eliminating Tax Exemptions, Deductions, and Credits
2011.05.24: IRS Releases June AFRs
2011.05.23: Industry Seeks Withdrawal of Proposal to Require U.S. Banks to Report Interest Paid to Nonresident Alien Depositors
2011.05.23: USPTO Commioner Orders Reexamination of Wealth Transfer Group Patent
2011.05.22: Estate planning for lawyers
2011.05.22: Insurance and retirement planning for solos
2011.05.22: Test that tells you how long you'll live
2011.05.22: Advisers: treasuries out, emerging market in
2011.05.22: Stay-at-home spouses need retirement plans
2011.05.22: Advisors crucial to retirement confidence: survey
2011.05.22: Why compliance experts are apt to dislike Facebook
2011.05.20: Senate Finance Committee Republicans Ask IRS to Explain 501(c)(4) Gift Tax Decision
2011.05.20: GEITHNER: We Have to Find a Way to Return to Living Within Our Means
2011.05.20: IRS to Take Holistic Approach to Sophisticated Taxpayers with High Net Worth
2011.05.20: Treasury: Possible "Definitional Changes" for FATCA Pass-through Payments
2011.05.20: The Manic Spending of the Wealthy
2011.05.20: Wealthy Hesitate to Take a Break on Estate Taxes
2011.05.20: IRS denies outside influence sparked gift tax investigations
2011.05.20: Lessons from the supreme court of Texas
2011.05.19: You Are Being Watched: It's Not Just Big Brother Watching You
2011.05.19: McQuireWoods: Recent Jurisdiction and Standing Cases
2011.05.19: Recent Developments in Asset Protection Law, May 2011
2011.05.19: Steve Akers:Current Developments in Estate Planning
2011.05.19: David J. Zumpano: "Irrevocable Pure Grantor Trusts": The Estate Planning Landscape Has Changed
2011.05.19: Robert Frank: How the Rich Are Saving State Governments
2011.05.19: Scott Adams: Estate Planning Comic
2011.05.19: The IRS Gets Political
2011.05.18: Agent's Sales Journal: Five New Articles
2011.05.18: IRS Revenue Ruling 2011-19006: Extention Granted to Make Election Permiting Passthrough of Tax Credits from LLC to Tenant
2011.05.18: IRS Revenue Ruling 2011-19003: Trust Transactions Not Dispositions of Life Estates
2011.05.18: IRS Revenue Ruling 2011-19004: QTIP Status Remains After Division of Marital Trust
2011.05.17: Tax Notes: Adler & Colvin Criticize IRS Enforcement of Gift Tax on 501(c)(4) Contributions
2011.05.17: IRS Revenue Ruling 2011-19008: Exclusion of Trust Income From Gross Income
2011.05.17: IRS Revenue Ruling 2011-19005: Division of S Trust Results in Two Separate QSSTs Under Section 663(c) With No Need To File an Election
2011.05.17: Cert Petition Filed in Dispute Over Expert Testimony Regarding Estate Valuation
2011.05.17: Tax Analysts Donations to Social Welfare Groups Involved in Political Activity May Trigger the Gift Tax
2011.05.17: Tax Court: Clear and Convincing Evidence of Fraud Involving Domestic and Foreign Trust Income Used for Gifts to Escort Through Shell Company
2011.05.16: Philip Greenspurn: Soft Housing Prices: Maybe Americans just aren't dumb enough to keep buying houses?
2011.05.15: CLE on pursuing and defending fiduciary liability
2011.05.15: Revising the CLASS Act
2011.05.15: Graveside Birthday Parties: The Legal Consequences of Forming Families Posthumously
2011.05.15: IRS shows how the very rich really are different
2011.05.15: Tax Notes Article, "Tufts associated health plans rep says social security doesn't need radical changes"
2011.05.15: Tax Notes Article, "Social security advocate says social security reform should be addressed on its own"
2011.05.15: Tax Notes Article, "Hoover institution fellow says social security modifications should start soon"
2011.05.15: Tax Notes Article, "AEI rep advises incremental progress on social security"
2011.05.15: Tax Notes Article, "Heritage foundation proposes 'flat, simple, and transparent' tax system.
2011.05.15: Tax Notes Article, "Final circular 230 regulations may be issued this week, Hawkins says"
2011.05.15: Tax Notes Article, "Progress made on trusts and estates guidance, official say"
2011.05.15: Tax Notes Article, "NO factual determinations made in offshore disclosureinitiative, IRS official says"
2011.05.15: Tax Notes Article, "Deloitte tax releases FBAR primer"
2011.05.15: Tax Notes Article, "IRS rules on proposed severance, renunciation of marital trust"
2011.05.15: Tax Notes Article, "IRS addresses GSTT treatment of two trusts"
2011.05.15: Tax Notes Article, "IRS rules on tax consequences of proposed amendment, restatement of trust"
2011.05.15: Tax Notes Article, "Extension granted to make alternate valuation election"
2011.05.15: Tax Notes Article by Jennifer Carr, "Treasury official provides update on estate update on estate tax guidance, says portability issues are next"
2011.05.13: The Changing Nature of the "Rich"
2011.05.13: Several Methods to Gifting a Vaction House
2011.05.12: Peter Melcher: In-Plan Roth Conversions: Planning and Administrative Considerations
2011.05.12: Tax Stats 2011-05: Linked Estate Tax-Form 1040 Data Tables, Estate Tax Filing Year 2008
2011.05.12: Tax Notes Article by Marie Sapirie, "IRS Answers International Enforcement Policy Questions"
2011.05.12: New Technologies and the Elder Law Practice. Part 1: Speech Recognition Software
2011.05.12: New T
2011.05.12: Living Longer: The Good News and Bad
2011.05.12: Spending Habits by Wealthy not Affected by Rising Gas Prices
2011.05.12: Legal Bills Scrutinized by Consulting Firm
2011.05.12: More Potential Concerns Regarding Charitable Tax Deductions
2011.05.11: Agent's Sales Journal: Eight New Articles on Insurance and Retirement Planning
2011.05.11: Sometimes Less is More: Designing Effective Charitable Planning Strategies for Today's Savvy Philanthropist
2011.05.11: Study Estimates that Baby Boomers Stand to Inherit $8.4 Trillion
2011.05.11: Dilbert Creator Pens an Estate-Planning Comic
2011.05.11: Survey: 2011 U.S. Trust Insights on Wealth and Worth Survey is Published
2011.05.11: Report Focuses on Unrelated Business Income for Tax-Exempt Organizations
2011.05.10: Elliot Raphaelson: The Savings Game: Putting off estate planning can leave a legacy of confusion
2011.05.10: Americans Currently Paying Smallest Tax Burden Since 1958
2011.05.10: The Expanding Role of Tax Pass-Throughs and Uncorporate Governance
2011.05.10: Gerzog Publishes Article on New Super-Charged Power of Appointment Trust
2011.05.10: Ryan's $34 Trillion Tax Folly Published
2011.05.10: Women Begin to Outnumber Men on Rich Lists
2011.05.10: Best Locations to Purchase New Homes Now
2011.05.10: Fiduciary Update: Deidre Foster v. Winifred Foster
2011.05.10: Fiduciary Update: Siegel et. al. v. JP Morgan Chase Bank
2011.05.10: Fiduciary Update: James Munn v. Michael D. Briggs
2011.05.10: Fiduciary Update: Christopher Gene Fazzi v. Norma Jean Klein
2011.05.10: Fiduciary Update: Lange v. Nusser
2011.05.10: Fiduciary Update: Glory Kaufman v. JP Morgan Chase Bank
2011.05.10: Fiduciary Update: Claude Arnall v. Dawn Arnall (Round 2)
2011.05.10: Fiduciary Update: Claude Arnall v. Dawn Arnall
2011.05.10: Fiduciary Update: Derringer v. Emerson
2011.05.10: Fiduciary Update: In Re Estate of Dorsey W. Rohrbaugh
2011.05.09: Article on Domestic Asset Protection Trusts
2011.05.09: Article on Domestic Asset Protection Trusts
2011.05.09: Contemporary approaches to trusts and estates law
2011.05.09: Contemporary approaches to trusts and estates law
2011.05.09: Divorce Decrees and Beneficiary Designations
2011.05.09: SAVE THE DATE: Creating Grantor Trusts
2011.05.08: Tax Notes Article by John D. Rainey, "COURT DENIES MOTION TO PROHIBIT POST-TRIAL OBJECTION TO DEDUCTIONS"
2011.05.08: Susan Adams: Entrepreneurs: The 'Business' Gene
2011.05.08: Robert Frank: Remembering a Modest Billionaire
2011.05.08: Dana G. Fitzsimons Jr. & Meghan L. Gehr: Recent Cases of Interest to Fiduciaries: Part 1 - Defenses and Limitations to Actions, Arbitration, and Settlements
2011.05.08: Robert Frank: Young, Rich and Shopping for a Mansion
2011.05.08: Melissa A. Dizdarevic: The FATCA Provisions of the Hire Act: Boldly Going Where No Withholding Has Gone Before
2011.05.08: Tax Notes Article, "NINTH CIRCUIT UPHOLDS TAX COURT ON ESTATE'S INCLUSION OF TRANSFERS TO PARTNERSHIPS"
2011.05.08: Tax Notes Article by Alexia Ransom, "LIGHT SENTENCES FROM OFFSHORE ACCOUNT PROSECUTIONS WON'T LAST, PRACTITIONERS PREDICT"
2011.05.08: Tax Notes Article by Nicola M. White and Drew Pierson, "BAUCUS SAYS CONGRESS SHOULD LOOK AT TAXING PASSTHROUGHS AS CORPORATIONS"
2011.05.08: Tax Notes Article by Jeremah Coder, "CIRCULAR 230 SANCTION HEARINGS MOVE ALONG, BUT DUE PROCESS CONCERNS REMAIN"
2011.05.08: Tax Notes Article by Amy S. Elliot, "OFFICIALS SHED LIGHT ON FATCA'S FAMILY MEMBER LINKING CONCEPT"
2011.05.06: Senator Max Baucus: Senate May Look at Taxing Pass-Through Entities as Corporations
2011.05.06: Jeremiah Coder: IRS Rarely Loses in Circular 230 Disciplinary Proceedings
2011.05.06: IRS Clarifies Reporting Rules Relating to Family Members of FACTA Account Holders
2011.05.06: S.D. of Texas Considers Post-Trail Motion in Thomas Lane Keller et al. v. United States
2011.05.06: 9th Circuit Upholds Tax Court in Estate of Erma V. Jorgensen et al. v. Commissioner
2011.05.06:
2011.05.05: FLP Update
2011.05.05: Income Gaps Grow Worldwide
2011.05.05: ABA Publishes Practitioner's Guide to Innocent Spouse Relief
2011.05.04: "Estate Planning Smarts," by Deborah L. Jacobs, is Now Available
2011.05.04: Texas Seeking to Clamp Down on Life Insurance Settlements
2011.05.04: Reverse Mortgages Teleconference
2011.05.04: Including Pets in Estate Planning
2011.05.04: States Investigating Life Insurers' Failure to Pay Out
2011.05.04: New Study on Alzheimer's and Baby Boomers
2011.05.04: NYT Article on "Emily, Alone," by Stewart O'Nan
2011.05.04: K&L Gates: Foreign Banks Having Trouble Implementing FATCA
2011.05.04: IRS: Agency Will Review Innocent Spouse Rules
2011.05.04: IRS: Comments Requested on Foreign Account Tax Compliance Act
2011.05.04: The Usefulness of Hiring an Assistant
2011.05.04: Oregon House Will Vote on New Estate Tax
2011.05.04: Tax Notes Article, "IRS Rules on Proposed QTIP Trust CRUT Provisions"
2011.05.04: Tax Notes Article, "Extension Granted for Single Rental Real Estate Activity Treatment"
2011.05.04: Tax Notes Article, "Foreign Entity Will Be Treated a Trust"
2011.05.04: Tax Notes Article by Mindy R. Levit, "CRS Examines Budget Deficit Reduction"
2011.05.04: Tax Notes Article by Amy S. Elliot, "Exchange-Traded Funds Are Not Covered Securities For 2011, Practitioner Says"
2011.05.03: Roth IRA Conversion Planning in 2011 & 2012
2011.05.03: Michael Jackson's Estate Settles with the Heal the World Foundation
2011.05.02: Estate Taxes Inconsistent Across States
2011.05.02: Grandparents Have many Options to Help Pay Grandchildrens' Tuition
2011.05.02: Concierge Medicine Takes Stronger Hold in the USA
2011.05.01: Alex Trias: Here's a Third Way to Determine When You Have Enough to Retire
2011.05.01: Robert Frank: Top Five Signs That You're Wealthy
2011.05.01: Anne C. Lee: Cut the tax bite of gifting a variable annuity
2011.05.01: Robert Frank: Why the Rich Are Never Happy
2011.05.01: Tax Court Denies Discounts Due to Freeze on a Marital Trust
2011.05.01: Tax Court Overturns IRS Deficiency Determination
2011.05.01: Tax Court Denies $ 30 Million Deduction for Pending Claim Against Gertrude Saunders Estate
2011.05.01: Tax Notes Article, "S. 820 Would Replace Current Tax Code With Flat Tax"
2011.05.01: Tax Notes Article, "IRS Seeks Comment On Regs on Reformation of Personal Residence Trusts"
2011.05.01: Tax Notes Article by Larry J. McKinney, "Court Excludes Discount Evidence in Estates' Gift Tax Refund Suit"
2011.05.01: Tax Notes Article by Bridget J. Crawford, "Palumbo and the Estate Tax Charitable Deduction"
2011.05.01: Top-Earning Dead Celebrities
2011.05.01: Top-Earning Dead Celebrities
2011.05.01: Millionaire Tax Didn't Chase the Rich From New Jersey, Study Says
2011.04.29: The Tax Court Holds Donation of House and Related Expenses Not Deductible
2011.04.29: Why Do the Rich Envy the Super-Rich?
2011.04.29: WBJ: D.C. Estate Tax at $35 Million Six Months Early
2011.04.29: Loan Loss Scandal Rattles Wilmington Trust's Clients
2011.04.29: Loan Loss Scandal Rattles Wilmington Trust's Clients
2011.04.29: Reducing the Tax Costs of Roth IRA Conversions
2011.04.29: Joseph Flom's Multi-Million Dollar Estate Will Mostly Go to Charitable Causes
2011.04.29: Marketing Opportunity by way of Locking in Estate Tax Exemptions
2011.04.29: Homebound Medicare Patients Now Required to See Doctor
2011.04.29: ABA: Dos and Don'ts of Client Trust Accounts
2011.04.29: Martin R. Kolb: Repealing Estate Tax and Other Cuts Would Devastate
2011.04.29: May 7520 Rate Unchanged at 3.0%
2011.04.28: Tax Notes Article by Shamik Trivedi, "Real Estate Developers' Woes Complicated by Recognition Exam Issues"
2011.04.28: Tax Notes Article, "Baucus Announces Hearing on Fairness of Tax System"
2011.04.28: Tax Notes Article by Drew Pierson, "Senate Will Vote on Ryan Budget, Reid Says"
2011.04.28: Tax Notes Article by Nicola M. White "Taxpayers Face Hardship Over Time Limit for Innocent Spouse Claims"
2011.04.28: IRS Approves Reformation of Testamentary Trust
2011.04.28: IRS Realeases List of Top Twelve Tax Scams for 2011
2011.04.27: Agent's Sales Journal Publishes Terrific New Articles on Annuities and Related Issues
2011.04.27: The Questions every Employment Candidate should Ask
2011.04.27: Business Cards for the Digital Age
2011.04.26: Robert Feldgarden: Temple v. commissioner Contends that a Taxpyer Should Report Income From the Sale of Tax Credits
2011.04.26: IRS Releases 2010 Revisions to Form 4681
2011.04.26: Fact Sheet: Senate Democrats Have Passed $1.5 Trillion in Tax Cuts
2011.04.26: H.R. 1481: Residential Property Purchase Incentives
2011.04.26: IRS Takes Action Against Non-Compliant Tax Preparers
2011.04.26: Robert Chase, Carol Tello, and Dwaune Dupree: Treasury's Final Foreign Bank Account Reporting Regulations
2011.04.26: H.R. 1478: S Corporation Reform Introduced in the House
2011.04.26: Families can now Challenge Deathbed Marriages in Florida
2011.04.26: CBO: Deficits Will Grow Under Obama's Budget Proposal
2011.04.26: Ellen P. Aprill on Registering a Congressional Legal Defense Fund as a Section 527 Organization
2011.04.25: Letters to the Editor in the New York Times Express Discontent at the Current Political Climate
2011.04.25: Solo Medical Practitioners Finding it Difficult to Retire or Sell
2011.04.25: Zipcar's Insurance Coverage Might not be Enough for Drivers
2011.04.25: What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust Protectors
2011.04.21: Tax Day for Tax-Exempt Organizations
2011.04.21: Delayed Compliance with Dodd-Frank Act Adviser Registration
2011.04.21: Taking Advantage of the New Portability Estate Tax Provisions
2011.04.21: Even with more Millionaire Taxes, Millionaires Will not Move to States With More Favorable Tax Rates
2011.04.19: Milton Cerny and Michele A.W. McKinnon: The Globalization of Philanthropy: International Charitable Giving in the Twenty-First Century
2011.04.19: Stacy Curtin: Forget Harvard and a 4-Year Degree, You Can Make More as a Plumber in the Long Run, Says Prof. Kotlikoff
2011.04.19: Nancy J. Knauer: Gay and Lesbian Elders: Estate Planning and End-of-Life Decision Making
2011.04.19: The Transactional Records Access Clearinghouse: IRS Global High Wealth Taxpayer Program Lags
2011.04.19: Howard Gleckman: Will Apostasy On Taxes, Social Security Lead To Deficit Deal?
2011.04.19: Robert Frank: Ireland's Former Richest Man Loses Fortune
2011.04.19: Robert Frank: Can Taxing the Rich Erase the Deficit?
2011.04.19: Social Security and Those Who Need It
2011.04.19: Robert W. Wood: Election For 2010 Estates: Big Headache
2011.04.19: ESTATE OF SHAPIRO v. U.S. (9th Cir - Feb. 22, 2011)
2011.04.17: Top 25 Estate Probate and Elder Law Blogs of 2011
2011.04.17: According to Alan Reynolds, President Obama's Plan Won't Work
2011.04.17: Ademptions in Alabama
2011.04.17: Treasure Islands, a book by Nicholas Shaxson
2011.04.17: White House Fact Sheet: The President's Plan for Shared Prosperity and Fiscal Responsibility
2011.04.17: Generation Skipping Tax Planning
2011.04.17: Court Finds Murderous Primary Beneficiary Not Distributee
2011.04.17: Business Continuation Planning: Part II
2011.04.16: Law Firm Sues to Collect $18 million Bonus to which Client Denies Agreeing
2011.04.16: Child Tax Credits Pose Complex Problems
2011.04.16: New IRS Notice Relieves Trustees of "Unbundling"
2011.04.15: Nicholas Shaxson Publishes "Treasure Islands: Offshore Banking and Tax Havens"
2011.04.14: Trusts Versus Corporations: An Empirical Analysis of Competing Organizational Forms
2011.04.14: A Primer for Investment Trustees
2011.04.14: New Electronic IRS Filing System Leads to Massive Identity Theft
2011.04.14: Fiduciary Update: Harkleroad v. Linkous
2011.04.14: Fiduciary Update: Addison v. Jurgelsky
2011.04.14: Fiduciary Update: Carlson v. Wells
2011.04.14: Fiduciary Update: Parish v. Parish
2011.04.13: Agent's Sales Journal Publishes New Content on Annuities, Critical Illness Insurance, and Long Term Care Insurance
2011.04.13: Where Have the Wealthy 'Angel Investors' Gone
2011.04.13: Tax Wealth Like Work
2011.04.13: Why an Educated Client is a Good Client
2011.04.13: Tax Deadline Buzzer Beaters for Small Business
2011.04.13: David S. Miller Reviews How Tax Law Encourages the Use of Foreign Tax Havens
2011.04.13: IRS Proposed Regulations Addressing Discharge of Indebtedness
2011.04.13: Responsible Wealth Announces Joint 'Tax Wealth Like Work' Campaign with United for a Fair Economy
2011.04.13: House Republicans: The President Has Broken His Pledge to the Middle Class on Taxes
2011.04.13: WSJ: Rich Lists Are in 'Public Interest,' German Judge Rules
2011.04.13: Proposed IRS Regualation on Reporting Non-resident Interest Draws Comments From the States and Industry
2011.04.13: SAVE THE DATE: Sometimes Less Is More
2011.04.13: IRS Proposes Guidance On Discharge of Indebtedness Income for Disregarded Entities and Grantor Trusts
2011.04.13: Proposal Would Use Millionaire Surtax to Replace Estate Tax and AMT
2011.04.13: The Risk Tolerance Conversation
2011.04.13: Counterpoint to Peter Thiel's Belief that We are in an Education Bubble
2011.04.13: The Word "No"
2011.04.13: Getting Hesitant Americans to Invest Again: Diversifying Portfolios
2011.04.13: Baby Boomers Still Need Social Security Checks When they Retire
2011.04.12: Peter Thiel: We're in a Bubble and It's Not the Internet. It's Higher Education.
2011.04.12: Tax Alert: Changes to Form 706 Estate and Gift Tax Return
2011.04.12: Trump Proposed 1-Time Net Worth Tax on Super Wealthy
2011.04.11: More Money for Your Kids
2011.04.11: NYT: Interview With Noor Quek, founder of NQ International, on Charitable Giving in Asia
2011.04.11: Pet Trusts Gaining Popularity
2011.04.11: UFE: Applause for "truly courageous budget framework"
2011.04.11: Jeff Schnepper: Real Estate Losses Become IRS Tax Audit Target
2011.04.11: Jesse Drucker: The Estate Tax Eliminator
2011.04.10: Brown Estate Generous to Local Schools
2011.04.10: McDermott Expands Private Client Practice with Addition of Preeminent Trust & Estate Lawyer Carlyn S. McCaffrey
2011.04.10: Weil, Gotshal & Manges Shuts Down Estate Planning Practice
2011.04.10: The Negative Connotations of the Word "Tax"
2011.04.10: Trusts for the Rich Flock to Low-Tax States
2011.04.10: Why People Pay Income Taxes
2011.04.08: Wealthy Turn to Social Media for Investment Help
2011.04.08: Chapman to Host Conference Today on Advising Clients Under the New Estate and Gift Tax Law
2011.04.08: For Joint Filers, Liability for Tax Deficiencies is Shared Regardless of Fault
2011.04.08: Recent Progress in Simplifying the Process of Filling Tax Returns
2011.04.08: A Bipartisan Approach to Taxes Might be Feasible
2011.04.07: Annual Course on Estate Planning
2011.04.07: Should an Income Tax on Inheritance Replace the Estate Tax
2011.04.07: Projected Purchasers: Newly Wealthy Indians Plan to Buy Yachts and Private Jets
2011.04.07: IRS Will Stop Processing Audits if Government Shutdown Occurs
2011.04.07: Tax Court Disallows Losses on Real Estate Leasing Activities
2011.04.07: Tax Court Imposes Failur to Pay Penalty on Unreasonable Reliance Case
2011.04.07: Attorney Client Partnerships post WE Acquisition
2011.04.07: Congressional Tax Writing Committees Creating Framework for Tax Reform
2011.04.07: Shulman: Look-Back Rules a Thing of the Past?
2011.04.07: Estate Planning for Two
2011.04.07: When Alzheimer's Turns Violent
2011.04.07: Choosing the Estate Tax or Opting Out - Considerations for the 2010 Surviving Spouse
2011.04.06: Ten Things to Know About Tax Refunds
2011.04.06: Wealth Advisors Can Make the Difference Keeping Pro Athletes from Wasting their Fortunes
2011.04.06: Charitable Gift Annuities: Due Diligence for Advisors
2011.04.06: Tax Tip 2011-67: Ten Things You Should Know About Making Federal Tax Payments
2011.04.06: LTCI, Health Insurance, and Annuities: Agent's Sales Journal Publishes New Articles
2011.04.06: Private Equity Firms Express Outrage at Sokol and Berkshire Hathaway's Actions
2011.04.05: IRS Releases 2010 Filing Statistics and Tax Filing Deadline Reminder
2011.04.05: Tax Court Affirms Denial of Deductions for Facade Easement and Cash Donations
2011.04.04: Supplemental Estate Tax Returns: Are they Really Required?
2011.04.04: The Millionaire Migration Myth: Don't Fall for this Anti-Tax Scare Tactic
2011.04.04: Queering Age: Exploring the Lived Experiences of LGBT Youth and Elders
2011.04.04: Living Trusts May Offer an Attractive Alternative to the More Traditional Solution of Using a Will
2011.04.04: Forbes: Time to File That Gift Tax Return
2011.04.04: Illinois Estate Tax Reinstated for Smaller Estates than Federal Estate Tax
2011.04.04: Migrating Trusts to New Hampshire: The "Why" and the "How"
2011.04.03: Ainsley Thomson: U.K. Budget Expected to Go After the Tax Dodgers
2011.04.03: Debra Cassens Weiss: How People Find Lawyers: Referrals Are Popular, Blogs Not So Much, Poll Finds
2011.04.03: Laala Al Jaber: Despite Casual Fashion Trend Sweeping the Business World, Lawyers Choose the Familiar
2011.04.03: Jack Bogdanski: If You Did Stuff Like This, You'd Go to Jail
2011.04.03: Wendy C. Gerzog: Linton Reversed: Indirect Gift and Step Transaction
2011.04.03: Gerry W. Beyer: Taylor's $600m-$1b Fortune Will Continue to Grow
2011.04.03: Robert Frank: Rich Fund Manager Calls His Income 'an Absurdity'
2011.04.03: Six Tips for Paying Estimated Taxes
2011.04.03: Instructions for 2010 Gift Tax Returns Were Revised
2011.04.03: Tax Answers for Same Sex Couples
2011.04.01: IRS Release IR-2011-33: Extends Deadline for Form 8939
2011.04.01: Insight into the Business of Controlling the Images and Names of Deceased Celebrities
2011.04.01: Brooke Astor's Son and Lawyer Appeal Their Conviction
2011.04.01: IRS Re-Issues Interim Guidance on Return Preparer Penalties for Estate and Gift Tax Cases
2011.04.01: IRS Grants Extension of Time to File Form 8939: "Allocation of Increase in Basis for Property Acquired from a Decedent"
2011.03.31: Are You Selling Silver Foxes?
2011.03.31: The Fight Begins Over Elizabeth Taylor's Fortune
2011.03.31: CLE on Trust Administration Issues for Same-Sex Spouses
2011.03.31: WSJ: Young, Wealthy Investors Trust Facebook More Than Their Advisers
2011.03.31: In France, Civil Unions Gain Favor Over Marriage
2011.03.31: Will New Rules Stop Brokers From Nibbing on Your Returns?
2011.03.31: Third of Advisers may blow ADV deadline
2011.03.31: Joe Nocera: In Prison for Taking a Liar Loan
2011.03.31: Lesley Stahl: A look at the world's new corporate tax havens
2011.03.31: Gerzog: Linton Should be Reversed in Favor of Government
2011.03.31: Heritage: Obama 2012 Budget Will Hurt Charities
2011.03.31: House Bill Offers More Extensive Tax Strategy Patent Provisions
2011.03.31: Tax Preparer Testing to Begin in September
2011.03.30: Opinion: Myths about the Rich and Poor in U.S.
2011.03.30: Celebrities Who Hate Paying Taxes
2011.03.30: The Wealth Strategies Journal - March 2011 Issue - Eight Great Articles
2011.03.30: IRS provides Guidance on 100% Bonus Depreciation
2011.03.30: H.R. 1147: Permit Deductions for Payments that Reduce Debt on Commercial Real Estate
2011.03.30: H.R. 1191: Require Taxes Paid by Conscientious Objectors go to Non-Military Purposes
2011.03.29: Estate Tax Strategies and the New Tax Code: Embracing Occam's Razor
2011.03.29: Will Taxpayers Ante Up to Participate in Round Two?: The IRS Offers a New Voluntary Disclosure Program
2011.03.29: A Psunami Robbed Life, It Also Robs Rite of Death
2011.03.29: Are the Self-Made Rich More Generous Than Heirs
2011.03.29: New Lead Trust Opportunities Created By Tax Relief Act?
2011.03.29: Patent Office Publishes Tax Related Patents and Patent Applications
2011.03.29: Charitable Deduction Denied for Easement
2011.03.29: Changes to England's Inheritance Tax
2011.03.29: Changes to Virginia Uniform Trust Code Facilitate Popular Estate Planning Techniques
2011.03.29: Elizabeth Taylor's Funeral Delayed 15 Minutes at Her Request
2011.03.29: Nevada Legislators at Odds with the State's Banking Commissioner Over Trust Reserve Requirements
2011.03.29: Dependence on Taxing Top Earners Cuts Both Ways for States
2011.03.28: Forbes: How Marriage Can Boost or Cut Your Income Tax Bill
2011.03.28: Inheritance Rights of Posthumously Conceived Children
2011.03.27: Dog Therapy for Stress
2011.03.27: Why Most People Need an Estate Plan
2011.03.27: William and Kate and the Prenup
2011.03.27: You Can't Opt Out of Medicare Without Losing Social Security, Judge Rules
2011.03.27: Succession Not Succeeding for Family Business
2011.03.27: The Myth of the Permanent Rich
2011.03.27: Tax Proposals in the 2012 Budget
2011.03.26: CNBC: Wear Flesh-Colored Underwear, UBS Tells Employees
2011.03.25: Why Women Need an Estate Plan
2011.03.25: 2012 Budget is Full of Contradictions
2011.03.25: Estate Analyst: The Perils of Portability
2011.03.25: For Boomers Expecting and Inheritance Planning is Key
2011.03.25: IRS Files Suit in California Seeking Access to Real Estate Tax Records
2011.03.25: The Future of Estate Planning: Estate Tax and Investment Predictions for 2011 and Beyond
2011.03.25: Annuities, Health Care Reform, Long Term Care Insurance, and Medicare: Agent's Sales Journal Publishes New Content
2011.03.24: IRS Releases Revised Publication 559: Survivors, Executors, and Administrators
2011.03.24: Tax Court Sustains Deficiency Determination and Imposes Penalties for Failure to Substantiate Charitable and Other Itemized Deductions
2011.03.24: New Bill Would Force Treasury to Prepare Returns (for Some)
2011.03.24: New Bill Would Simplify Returns for Seniors
2011.03.24: What Venture Capitalists ("VCs") Look At When Deciding to Invest
2011.03.24: Court Dismisses Tax Shelter Case in Favor of Attorney
2011.03.24: IRS: Home Buyer Credit Filer Refunds May be Delayed
2011.03.24: It Doesn't Pay to "Pay to Play"
2011.03.24: IRS: New FAQs for Uncertain Tax Positions
2011.03.24: New Hampshire Sets Sights on Becoming the New Delaware of the East
2011.03.24: Reflecting on the Language of Death
2011.03.23: Do Estate Taxes Matter
2011.03.23: How to Safeguard a Will from Disgruntled Heirs
2011.03.23: Drafting Wills and Trust Agreements
2011.03.23: Rising Wealth Inequality: Should We Care?
2011.03.23: IRS Targets Rich Taxpayers: Audit Rates Up 80%
2011.03.23: State Bar of Texas Sponsors Advanced Elder and Guardianship Law Courses
2011.03.23: ABA Article Discusses Estate Distribution in Accordance with Islamic Shariah law
2011.03.23: Tax Policy Center reviews the effect of President Obama's Tax Policies on the Deficit
2011.03.23: House Bill permits Taxpayers to pay Flat Tax Instead of Income Tax
2011.03.22: WSJ: Top Signs Conspicuous Consumption is Back
2011.03.22: A Push for Better End-of-Life Planning
2011.03.22: Richest Investors Come Back to Big-Cap Stocks in Hunt for Yield
2011.03.22: Johns Hopkins Study Examines Dementia in Couples
2011.03.22: Heritage: Obama Budget Will Slow Economy With Unnecessary Taxes
2011.03.22: Tax Policy Center Estimates Impact of Obama's Budget
2011.03.21: Tax Court Rules in Favor of QPRT Settlor in Estate of Sylvia Riese et al. v. Commissioner
2011.03.21: WSJ: Trust Funds for Pets are on the Rise
2011.03.21: WSJ: A Matter of Trust: Giving Away a Home
2011.03.21: Ansel Adams, the 'Lost Negatives' and a $200m Lawsuit
2011.03.21: Revenue Ruling 2011-10: Prescribed Rates for Federal Income Tax Purposes
2011.03.20: COF Proposes Legislative Agenda for Philanthropy for 112th Congress
2011.03.20: Madoff trustee: Lawsuits delay money for victims
2011.03.20: Billionaires Stoke Sales of Private Jumbo Jets
2011.03.20: How to Help Parents Without Paying More Taxes
2011.03.20: IRS Issues New Gift Tax Return; GST Exemption Issues Unaddressed
2011.03.20: Virginia General Assembly Confirms that National Banks Can Serve as Virginia Fiduciaries without an In-state Office
2011.03.20: IRS Releases 2010 Gift Tax Return
2011.03.18: IRS Releases Form 706 for Generation-Skipping Transfers
2011.03.18: State Bar of Texas Sponsors 35th Annual Estate Planning and Probate Course
2011.03.18: Survey Respondents with Tens of Millions of Dollars Feel They Need More to be Financially Secure
2011.03.18: Milwaukee Court Revokes License of "Grand Master of Probate": Orders $1 Million in Restitution
2011.03.18: How Much Money Do the Rich Have?
2011.03.18: IRS Boosted Auditing of Richest Taxpayers, Almost Doubling Rate Last Year
2011.03.18: Joint Tax Committee Releases General Explanation of New Tax Legislation
2011.03.17: Religious Estate Planning
2011.03.17: IRS Releases Publication 559, Survivors, Executors, and Administrators
2011.03.17: IRS Releases Publication 536, Net Operating Losses for Individuals, Estates, and Trusts
2011.03.17: CRS Updates Federal Tax Overview
2011.03.17: IRS Releases Publication 519, U.S. Tax Guide for Aliens
2011.03.17: Dead Celebs Offer Estate Planning Guidance
2011.03.17: The Latest in the Charlie Sheen Drama
2011.03.17: Dennis Hopper's Widow Turns Divorce Battle Into New Lawsuit
2011.03.16: Morningstar: Stay a Step Ahead of the Tax Collector
2011.03.16: CNN: Death Tax Revenue Tumbles 22%
2011.03.16: ABA Webcast Aims to Help Fiduciaries with Tax Forms 1040 and 1041
2011.03.16: IRC Provision Gives the Estates of Closely Held Business Owners Tax Deferral Option
2011.03.16: Annuities, Asset-Based Long Term Care, and Life Settlements: Agent's Sales Journal Publishes Great New Content
2011.03.16: Value of Residence Properly Excluded from Decedent's Estate when Transferred to a QPRT
2011.03.16: The ABA Checklist for Family Heirs: A Guide to Family History, Financial Plans and Final Wishes
2011.03.16: Lawyer is Suspended Over Her Marriage to an Elderly Client
2011.03.15: A New Perspective on Employee Stock Ownership Plans
2011.03.15: WSJ: Millionaires Need $7.5M to Feel Wealthy
2011.03.15: Misuse of Trust Funds Results in $17 Million Judgement Against Beneficiary
2011.03.15: Rock Star Gene Simmons Pitches for Financial Advisory Group
2011.03.15: IRS Releases Tax Guide for Seniors
2011.03.15: Federal Court Denies Government Motion For Summary Judgment in Tax Assessment Case
2011.03.15: Rules Governing Tax Advisors Getting More Complex
2011.03.15: More Taxpayers Seeking Professional Tax Assistance
2011.03.14: Deborah L. Jacobs: Choosing the Right Executor for Your Estate
2011.03.14: Anne Tergesen: Family Businesses Catch a Big Break
2011.03.14: Andrew M. Harris: Widow's $363,000 Tax Bill Led to Obama Shift on Marriage Act
2011.03.14: John R. Cesario: Succession Planning and the Duty of Diligence
2011.03.14: Jamie Wilson: How Does the IRS Track Gifts for the Gift Tax?
2011.03.14: Richard Rubin and Steven Sloan: More U.S. Citizens Toss Passports as IRS Seeks Hidden Assets
2011.03.14: Trusts Offer Attractive Alternative to Leaving it All to Your Spouse
2011.03.14: Despite Changes to Estate Tax Life Insurance May Be Worth Keeping
2011.03.14: The Trust Advisor Blog by Jerry Cooper: "White House Punches Wealthy Again - This Time, Dynasty Trusts"
2011.03.14: New York Times Article by Adam Bryant: "Google's Quest to Build a Better Boss"
2011.03.14: If You Bought Apple Stock Instead of Products
2011.03.14: Use Spousal Lifetime Access Trusts to Take Advantage of the Gift Tax Exemption
2011.03.14: Is DOMA Doomed?
2011.03.13: Hughette Clark "Not Lucid" According to Investigators: Attorney and Accountant Under Investigation
2011.03.13: North Carolina Law Would Allow Non-Lawyers to Invest in Firms
2011.03.13: Keebler & Associates creates a chart "Required Minimum Distributions (RMDs) upon the death of a beneficiary under IRC § 401 (a)(9)"
2011.03.13: Federal Court Rules that Amound Paid to a Charitable Trust Qualifies for a 2055 Deduction
2011.03.13: McGuire Woods Legal Update: "Foundation Management Survey Reveals Governance and Expenses of Foundation Boards"
2011.03.11: Individual Tax Returns Reporting Rental Real Estate Losses May Receive Increased Scrutiny
2011.03.11: Number of Tax Payers Expatriating at All Time High
2011.03.10: Bloomberg Article by David Evans: "Accidental Death Becomes Suicide When Insurers Dodge Payouts"
2011.03.10: Smart Money Article by Bill Bischoff: "Can Same-Sex Couples Finally File Jointly"
2011.03.10: Don't Envy the Super-Rich, They Are Miserable
2011.03.10: China Becomes "Billionaire Factory to the World"
2011.03.10: How to Delay Estate Taxes for Centuries
2011.03.10: Facing Deficits, States Consider Eliminating Tax Breaks for Seniors
2011.03.10: Now is a Good Time to Set up a GRAT
2011.03.10: GOP Senators Respond to Americans for Tax Reform
2011.03.10: TIGTA: Increase Scrutiny on Rental Real Estate Activity Needed
2011.03.10: Federal Court Rules Purchasing Company Must Indemnify Seller for Tax Liabilities
2011.03.09: Four Articles from The Wealth Strategies Journal - February 2011 Issue
2011.03.09: Forbes List of Billionaires
2011.03.09: 8 Stupid Mistakes Smart People Make
2011.03.09: Direct TV Commercial regarding distribution of property in a Will
2011.03.09: Rhode Island Estate Tax in Need of Reform
2011.03.09: Senate Passes Patent Reform Bill which Bans Patenting of Tax Strategies
2011.03.09: Economist: Reduce Tax on Labor and Increase Tax on Accumulated Wealth
2011.03.09: Former Ohioan Pleads Guilty to Failing to Report UBS Account
2011.03.08: Charging Order Protection for Florida Limited Liability Companies after Olmstead
2011.03.08: Journal of Financial Planning Article by Geoffrey VanderPal, Jack Marrion and David F. Babbel: "Real-World Index Annuity Returns"
2011.03.08: TIME Magazine Article by Joel Stein: "I Can't Take It With Me"
2011.03.08: FPA Practice Management Center: Tool That Makes Seminars a Breeze
2011.03.08: 401(k) Fund Managers diversify portfolios with less emphasis on stock
2011.03.08: VA carriers kill some living benefits, raise fees
2011.03.08: The Outlook for Estate Planning Practitioners: Data from WealthCounsel's Annual Survey Indicates the Industry is Poised for Growth
2011.03.08: Armies of Expensive Lawyers, Replaced by Cheaper Software
2011.03.08: Chapman hosts "Advising Clients Under the New Estate and Gift Tax"
2011.03.08: IRS Calls for Comments on Form 8939 "Allocation of Increase in Basis for Property Acquired From a Decedent"
2011.03.08: 10 Estate and Gift Tax Law Review Articles of 2010
2011.03.08: Steven J. Mopswick: Voluntary Disclosure Dodgers Taking Risky Challenge
2011.03.08: IRS Seeks Comments on Report of Employer-Owned Life Insurance Contracts
2011.03.08: Senate to Vote on Tax Strategy Patents
2011.03.07: Immigrant's Health Crisis Leaves Her Family on Sideline
2011.03.07: DCF Valuation Scuttled by Unsound Underlying Projection
2011.03.07: Exposing the Hocus Pocus of Trusts
2011.03.07: The Home Mortgage Deduction benefits the Wealthy 100 times more than the Poor
2011.03.07: IRS provides Guidance on the Offshore Voluntary Disclosure Initiative's Penalty Framework
2011.03.07: Seattle Man pleads Guilty to Filing False Returns for omitting Offshore Bank Accounts
2011.03.06: Woolley v. Woolley, 2010 Ohio 4177, (2010)
2011.03.06: Sarah Rose: Booming Incentives to Donate Real Property in a Busting Economy
2011.03.04: Want to Succeed in BigLaw? Sociability, Enterprise and Appearance All Help, Partner Says
2011.03.04: Forbes: Tax Breaks for Seniors on the Chopping Block
2011.03.04: Small Business: Continuous changes to tax codes make business planning difficult
2011.03.04: Sen. Grassley speaks regarding the banning of tax patents
2011.03.04: Report: Tax deferral of annuities benefits middle class more than wealthy
2011.03.04: Two New Books Concerning Family Businesses
2011.03.03: In Estate of Adler, Section 2036 Trumps Fractional Interest Discounts
2011.03.03: One of the top 3 estate planning mistakes
2011.03.03: H.R. 696 Tax Relief Certainty Act of 2011: Permanently Extends Bush Tax Cuts
2011.03.03: Surviving Same-Sex Spouse Sues for Estate Tax Refund
2011.03.03: Struggling with the Canal Decision, Less Protection From Tax Opinions
2011.03.03: How to Make Money in 6 Easy Steps
2011.03.02: How Congress Could Upend The Mortgage Deduction
2011.03.02: SAVE THE DATE: Highlights from 2011 Heckerling Conference
2011.03.02: WSJ: The Fall of a Billionaire's Wife
2011.03.02: Tax Relief Act Extends IRA Owners' Opportunity to Make Tax-Advantaged Direct Gifts to Charity
2011.03.02: Agent's Sales Journal Publishes New Articles Re Insurance and Annuities
2011.03.01: Tax Tip 2011-41: Four Ways to Find Free Tax Help
2011.03.01: Tax Tip 2011-40: Military Personnel and their Families Get Free Tax Help
2011.02.28: PLR 201108037: Sale of office building by charity does not result in unrelated business income
2011.02.28: PLR 201108010: IRS grants extension for GSTT exemption allocation
2011.02.27: The Downside of Control-Freak Philanthropy
2011.02.27: Michael Jackson's Estate Earns Over $310 Million Since His Death
2011.02.25: Tax Tip 2011-33: Four Facts About Bartering
2011.02.25: Tax Tip 2011-32: Ten Facts about IRS Volunteer Tax Assistance
2011.02.25: Tax Tip 2011-31: Important Tax Law Changes for 2010
2011.02.25: Tax Tip 2011-30: Six Facts about IRS Publication 17
2011.02.25: Tax Tip 2011-29: Ten Facts about the Child Tax Credit
2011.02.24: Department of Justice: Letter from the Attorney General to Congress on Litigation Involving the Defense of Marriage Act
2011.02.24: Disparate Tax Treatment for Intellectual Property
2011.02.24: DOJ Indicts Swiss Bankers
2011.02.24: FinCEN Issues Final Rule on Foreign Bank and Financial Accounts Report Responsibilities
2011.02.23: IRS releases revised innocent spouse relief publication
2011.02.23: IRS provides guidance for 403(b) plan terminations
2011.02.23: President Obama suggests more tax breaks for small businesses
2011.02.23: Tax Notes Article by John Bogdanski: "Upstairs, Downstairs: Retained Interests and Estate of Stewart"
2011.02.22: March 03, 2011: Real Estate Markets 2011: What Factors Will Influence Your Decisions?
2011.02.22: Credit Suisse Banker Said to Be Held in Offshore Inquiry
2011.02.22: SAVE THE DATE: To ILIT or Not to ILIT -- Free Webcast
2011.02.22: A Critical Eye for the Media's Tax Coverage
2011.02.22: A Look at Reagan's Tax Record: From California to D.C.
2011.02.22: New IRS Offshore Disclosure Program
2011.02.22: Remembering Leona Helmsley: A Look at Taxes Paid by Residents of the Helmsely Building
2011.02.22: Ohio Businessman Living in Switzerland Charged for Tax Evasion
2011.02.22: Big Ticket Art and the Changing Estate Tax
2011.02.21: Trusts: Situs, Star Wars, and State Taxation
2011.02.21: Estate Analyst: Estate and Gift Taxes Reunited
2011.02.21: Forbes: Obama Budget Raises Taxes on Rich and Big Estates, Sends $250 Checks to Seniors
2011.02.21: NYT: Some Remedies for the Pain When Couples Talk Money
2011.02.21: WSJ: Is Your Job an Endangered Species?
2011.02.21: Protecting Reputation is Tougher in Viral World
2011.02.21: Updated Guidance to Tax and Wealth Planning in 2011
2011.02.20: WSJ: How to Invest Like the World's Richest Man
2011.02.19: Reasons to Give During Life Rather Than at Death
2011.02.18: Projected Long-Term Volatility May Augur Well for a Trader's Mentality
2011.02.17: General Explanations of the Administration's Fiscal Year 2011 Revenue Proposals
2011.02.17: Michael J. Graetz: The Politics and Policy of the Estate Tax - Past, Present, and Future
2011.02.17: Tax scandals of the rich and famous
2011.02.17: David Shayne: Illinois Revises Its Powers of Attorney for Health Care and Property Law
2011.02.17: Jennifer Saranow Schultz: Help in Choosing an Estate Planning Firm
2011.02.17: Martin Vaughan: Sen. Kyl: A Fighter for Lowering Estate Tax Rates
2011.02.17: Jan M. Rosen: Those Disappearing Tax Breaks
2011.02.17: Conrad De Aenlle: The Push to Trim Corporate Tax Rates
2011.02.17: John Schwartz: Could Your Senator Conquer the 1040?
2011.02.17: Robert D. Hershey Jr.: Health Care and Taxes: A Pause Before Impact
2011.02.17: David M. Herszenhorn: Seeking the Path to a Simpler Tax Code
2011.02.17: Tim Gray: Tasting Three Flavors of Tax Software
2011.02.17: Charles Delafuente: Some Advice for Wary Spouses: Consider Filing a Separate Return
2011.02.16: Estate Battle has Prevented Public from Learning Details About Malcolm X
2011.02.15: Tax Relief Act: Four Retirement moves to make
2011.02.15: WSJ: Raising Taxes on the Rich. Cuz the Bible Tells Us So?
2011.02.15: WSJ: More Super-Rich Investors Get U.S. Citizenship
2011.02.15: Obama Releases Budget Plan
2011.02.14: Tax Notes Exlcusive Article: Conversation with John L. Buckley
2011.02.14: Tax Preparers irked by tax season IRS compliance visits
2011.02.14: Texas Society of Certified Public Accountants reqest guidance from the IRS regarding the application of the 2% floor to trust and administrative costs
2011.02.12: Wealth Transfer Planning
2011.02.12: Answers to Your Tax Questions
2011.02.10: Wealth Transfer Planning
2011.02.10: SAVE THE DATE: Estate and Tax Planning for Same-Sex Couples
2011.02.10: SAVE THE DATE: Donee Selection and Practical Considerations Under Petter Formula Allocation Clauses
2011.02.10: Deborah L. Jacobs: Efforts to Avoid Probate Can Carry Their Own Risks
2011.02.10: Jan M. Rosen: Tax Cut Deal Could Benefit Charities
2011.02.10: David Cay Johnston: Certainty on Tax, but Just for Two Years
2011.02.10: Swiss Concered with Compliance Burden of FATCA
2011.02.10: ACTEC Comments on FATCA
2011.02.09: Death Tax Ambush: Many states now have crushing burdens.
2011.02.09: ILIT Trustees: Bridge Out Ahead... Lock in Your Navigation System Now
2011.02.09: CNBC: New Estate Tax Rules Show Some Love for Now
2011.02.09: Tax Tip 2011-28: Here is What to do If You Are Missing a W-2
2011.02.09: IRS: Second Special Voluntary Disclosure Initiative Opens; Those Hiding Assets Offshore Face August 31 Deadline
2011.02.09: Combs v. United States: Law Firm does not have standing to challenge and IRS levy on an IOLTA
2011.02.09: IRS announces new voluntary disclosure program for offshore accounts
2011.02.08: February 10-11, 2011: Docket Call in Probate Court: Estate Planning, Probate and Guardianship Seminar and Attorney Ad Litem Certification Course
2011.02.08: Jeremy Olson: Wrenching court case: Doctors vs. patient's wife
2011.02.08: Hani Sarji: Lawyers And Advisers Can Emphasize Value Added With Deborah L. Jacobs' Client Education Brochures
2011.02.08: Peter Newcomb: Hollywood's Top 40
2011.02.08: Lynnley Browning: I.R.S. Offers a Tougher Amnesty Deal for Offshore Accounts
2011.02.08: Kathleen McBride: Estate Tax Planning 101: 'Call to Action'
2011.02.08: Couple Must Include FMV of Insurance Policies on Distribution Date from Employee Benefit Plan
2011.02.08: Tax Tip 2011-27: Eight Essential Facts about Claiming the First-Time Homebuyer Credit
2011.02.08: TaxProf Blog: Essay Finds That Lower Federal Courts Uphold the IRS's Position in 76% of Cases
2011.02.07: Tax Tip 2011-26: Are Your Social Security Benefits Taxable?
2011.02.07: Tax Tip 2011-25: Taxable or Non-Taxable Income?
2011.02.07: Tax Tip 2011-24: Tax Benefits for Disabled Taxpayers
2011.02.07: Washington Post: IRS Not Ready to Process Returns Until Mid-February
2011.02.07: 45th Annual Heckerling Institute on Estate Planning
2011.02.07: H.R. 25: Abolish IRS, repeal income tax and institute a national sales tax
2011.02.07: Steve Akers' Summary of 45th Annual Philip E. Heckerling Institute on Estate Planning
2011.02.06: Matt Chaban: 810 Fifth and Taxes: Felix Rohatyn Gives Co-op, $11.25 M. to Family Trust
2011.02.06: IRS: Estate Tax Statistics
2011.02.06: OpenCRS: The Bush Tax Cuts and the Economy
2011.02.06: OpenCRS: Reform of U.S. International Taxation: Alternatives
2011.02.06: John A. Miller and Jeffrey A. Maine: The Fundamental of Wealth Transfer Tax Planning: 2011 and Beyond
2011.02.05: IRS Tortures Wealthy Taxpayers with 'Audits from Hell'
2011.02.04: Senate Judiciary Committee passes bill banning the patenting of tax strategies
2011.02.03: 1099 Reporting Requirements Repealed by Senate
2011.02.03: Patent Reform Bill Would Prohibit Tax Strategy Patents
2011.02.03: Disbarred and Suspended Practitioners Not Automatically Prohibited From PTIN Registration
2011.02.03: IRS Tax Preparer Oversight Won't be Fully Functional Until 2014
2011.02.02: New York Law Journal Special Report: Trusts and Estates
2011.02.02: Family Business Newsletter: February 1, 2011
2011.02.02: Tax Tip 2011-23: Five Tips if You Changed Your Name Due to Marriage or Divorce
2011.02.01: Joseph J. Thorndike: Soaking the Wealthy: An American Tradition
2011.02.01: Gerard Baker: Larry Summers vs. the Tiger Mom
2011.02.01: Tax Tip 2011-22: Use Your Federal Tax Refund to Buy Savings Bonds
2011.02.01: Tax Tip 2011-21: Medical and Dental Expenses
2011.02.01: H.R. 390 Defers Estate Tax for Family Farms
2011.02.01: ABA Section of Real Property Trust and Estates and Section of Taxation Comment on Draft Form 8939
2011.02.01: No Fractional lnterest Discounts in Calculating Property Value
2011.01.31: McGuireWoods: The Globalization of Philanthropy
2011.01.31: McGuireWoods: Recent Legislation Cuts Payroll Taxes for Most Workers
2011.01.31: McGuireWoods: New IRS Voluntary Disclosure Program on the Horizon for U.S. Persons with Undisclosed Foreign Financial Accounts
2011.01.31: Tax Tip 2011-20: EITC - Don't Overlook It
2011.01.31: U.S. News: What You Need to Know about the Estate Tax
2011.01.31: Tax Tip 2011-19: Want Your Tax Refund Fast - Choose Direct Deposit
2011.01.31: Chief Counsel Advice: New home built on prior home's site may qualify for home buyer credit
2011.01.31: PLR 20114012: Taxpayer allowed additional 120 days to make GST allocation based on reasonable reliance on qualified tax professionals
2011.01.31: PLR 201104003: Trust does not lose its GST tax exemption when converted to unitrust
2011.01.28: Robert Wood: 10 Tips for Young Tax Lawyers
2011.01.28: CRS Report on History of Estate and Gift Taxes
2011.01.28: The Economist: Where Wealth Is & Where It Came From
2011.01.27: Navigating the Charitable Transfer of a Partnership Interest: A Plannerâ€™s Guide
2011.01.26: Shai Oster And Kate O'Keeffe: Billionaire Speaks Up in Casino Drama
2011.01.26: Tax Tip 2011-18: Ten Tax Benefits for Parents
2011.01.26: CNN: More Money For Your Kids
2011.01.26: Bill would repeal estate, gift, and gst
2011.01.26: Tax Note Article: "Guidance for Administration of 2010 Estates Nearing Release, says Treasury Official"
2011.01.26: Tax Note Article by Bridget Crawford: "2010'S Popular Reading for Estate and Gift Tax Professionals"
2011.01.25: The Outlook for Estate Planning Practitioners
2011.01.25: Venable: Capitol View
2011.01.25: Laura M. Holson: For Funerals Too Far, Mourners Gather on the Web
2011.01.25: Tax Tip 2011-17: Tax Help for Small Businesses and Self-Employed
2011.01.25: CRS Report Details Farm and Small Business Assets on Estate Returns
2011.01.25: Limiting Effects of Criminal Tax Convictions on Subsequent Civil Proceedings
2011.01.24: Howard Mann Responds to Suit Filed by Jackson Estate
2011.01.24: Tax Tip 2011-16: Tax Tips for Self-employed Individuals
2011.01.24: The Trust Advisor: Visionary Predicts Future of Estate Planning
2011.01.24: Tax Tip 2011-15: Five Important Facts about the Making Work Pay Credit
2011.01.24: PLR 201103023: Extension of time to make GST election
2011.01.24: PLR 201103016: Extension of time to make GST election
2011.01.24: PLR 201103004: Extension of time to make QDOT election
2011.01.24: PLR 201103003: Extension of time to elect alternative valuation for estate
2011.01.24: 9th Circuit reverses summary judgment to government regarding gift tax
2011.01.22: Lynnley Browning: Tax Leak Consequences Depend on Details
2011.01.21: February 9, 2011: The Lattest News from Washington: Legislative and Tax Policy Discussion with Lindy Paull and Eric Solomon
2011.01.20: The Trust Advisor Blog: Obamacare to Send Seniors to Estate Planners Before Visiting Their Doctor
2011.01.20: Medical Residents Are Employees, Not Students, for Federal Tax Purposes
2011.01.20: 45th Annual Heckerling Institute on Estate Planning
2011.01.20: SAVE THE DATE: Financial Services Webcasts: January 24 - February 25
2011.01.20: Tax Tip 2011-13: How to Get Your Prior Year Tax Information from the IRS
2011.01.20: IRS Releases February AFRs
2011.01.20: IRS reminds small charities filing requirements may have gotten easier
2011.01.20: Treasury's Financial Crimes Enforcement Network Issues Annual Report
2011.01.20: IRS Releases February AFRs
2011.01.20: Wells Fargo Hires Lobbyist to Track Tax Changes
2011.01.20: Retirement and Health Benefit Tax Breaks On the Table for Tax Reform
2011.01.19: Paul Sullivan, Exploring Trusts for the Disabled
2011.01.19: Trustee Liability for Breach of Trust
2011.01.18: February 1, 2011: Life Care Planning and Estate Planning: What Every Attorney Needs to Know About the Differences
2011.01.18: 130 TNT 347, Making Tax Simple
2011.01.18: Wikileaks given data on Swiss bank accounts
2011.01.18: January 21, 2011: Bush-era Tax Cuts Now Extended: What Are the Considerations for Individual Planning
2011.01.18: Tax 2011-12: Two Tax Credits to Help Pay Higher Education Costs
2011.01.18: Tax Tip 2011-11: Let Free File do the hard work for you
2011.01.18: Tax Tip 2011-10: Prepare and File Your Taxes Electronically
2011.01.18: New UK Bribery Act: Companies with any Business in UK are at Risk
2011.01.18: The Trust Advisor: Should Elizabeth Edwards' Heirs Sue for Malpractice?
2011.01.18: IRS Calls for Comments: 501(c); Affordable Care Act; Regulated Investment Companies; Real Estate Income from Pass Throughs
2011.01.18: IRS Publication 537: Installment Sales
2011.01.18: CRS Issues New Reports Regarding: Revenue Legislation; Tax Planning Patents; Social Security Earning Base
2011.01.18: Series of PLR's Relating to Great-Grandchildren's Agreement to Divide Estate
2011.01.17: Draft Cannot be Probated Under Harmless Error Rule
2011.01.17: CLE on Single-Member LLCs in Asset Protection
2011.01.13: 45th Annual Heckerling Institute on Estate Planning]\\\\\]
2011.01.13: 45th Annual Heckerling Institute on Estate Planning
2011.01.13: Tax Tip 2011-09: Eight Facts About Filing Status
2011.01.13: H.R. 123: Permanent Tax Relief, Repeal Estate Tax
2011.01.13: New Round of Offshore Voluntary Disclosure?
2011.01.13: No IRA Recontributions IRS Says
2011.01.13: Treatment of Losses from Fraudulent Investment Schemes
2011.01.13: Heard on the Web: Planning For A Disappearing Estate Tax Break
2011.01.13: IRS Clarifies Historic Preservation Tax Incentives Program
2011.01.13: McGuireWoods Private Wealth Services Group: The 2010 Tax Act's Impact on Estate Planning and Administration: Making sense out of the Confusion
2011.01.13: Donald P. DiCarlo, Jr.: What Estate Planners Need To Know About The Step Transaction Doctrine
2011.01.13: WealthCounsel and Trusts & Estates Magazine Release Findings from the Fourth Annual Industry Trends Survey
2011.01.13: Donald H. Kelley: 2011 Tax Law Changes: Revisions required for Estate Tax calculation programs
2011.01.12: CLE on Gifting Strategies in Medicaid Planning
2011.01.12: Leaving Your Child More Than Money
2011.01.12: Why Should You Have a Will?
2011.01.12: 45th Annual Heckerling Institute on Estate Planning
2011.01.12: Tax Tip 2011-08: Tax Help 'en Español'
2011.01.12: NYT: Is Law School a Losing Game?
2011.01.12: Illinois Estate Tax Update
2011.01.12: PAYGO in the House: What it means - and won't mean
2011.01.11: ABA Teleconference: Qualified Disclaimers - What Part of "No" Don't You Understand?
2011.01.11: Tax Tip 2011-07: Six Important Facts about Dependents and Exemptions
2011.01.11: 2010 Transfer Tax Changes
2011.01.11: IRS Publication: Selling Your Home
2011.01.11: Supreme Court Will Not Review GSTT, Partnership, Unreported Income Cases
2011.01.11: NYT: Why So Many Rich People Don't Feel Very Rich
2011.01.11: CRS Reports: History of Capital Gains Taxes; Expiring Tax Cuts; Traditional and Roth IRAs; Same-Sex Retirment Benefits
2011.01.10: Tax Tip 2011-06: Points to Keep in Mind When Choosing A Tax Preparer
2011.01.10: Trust Advisor: Must-Have Gadgets for Trust Advisors
2011.01.10: Tax Tip 2011-05: Top 10 Reasons to Visit the IRS Website
2011.01.10: PLR 201101001: Great grandchildren's agreement to divide trust assets not subject to GSTT
2011.01.07: House change in procedure encourages creating deficits
2011.01.07: Democrats claim that Republican repeal of health care reform law and extension of tax cuts would expand deficit by over $1 trillion
2011.01.07: 76 F.R. 1105: Proposed regulations for providing guidance on interest paid to non US ndividuals
2011.01.06: Tax Tip 2010-04: Ways to Obtain IRS Forms and Publications
2011.01.06: Business Insider Profiles Facebook Billionaires
2011.01.06: Elizabeth Edwards omits John from Will
2011.01.06: Tax Analysts: New Estate Tax Lobby
2011.01.06: Camp Elected Ways and Means Chair; Tax Reform and Healthcare Reform Top Priorities
2011.01.06: Cut-As-You-Go Rules Replace Paygo and Catches Criticism
2011.01.06: National Taxpayer Advocate: Tax Reform is Top Priority
2011.01.05: Michael D. Bonasera: Opinions Differ Widely On Effect Of New Estate Tax Law
2011.01.05: Janet Novack: Rewrite Your Will? Not Just Yet
2011.01.05: Susan Minahan and Brad Kalscheur: Wealth planning under the 2010 Tax Relief Act: Temporary estate and gift tax planning opportunities
2011.01.05: Allan Brettman: Knight shifts 2 million Nike shares to trust fund
2011.01.05: IRS TAX TIP 2011-01, January 03, 2011: Top 10 Tax Time Tips
2011.01.05: Obamacare May Increase Business for Estate Planners
2011.01.05: New Tax Law Could Hurt Charities
2011.01.05: Tax Tip 2011-03: Choose the Simplest Tax Form for Your Situation
2011.01.05: Bloomberg Businessweek: Tycoon's Death Ducks Tax a Century After Family Case
2011.01.05: Estate Analyst: The Year of the Ginormous Loophole
2011.01.05: IRS Releases Fact Sheets on Tax Law Changes; Social Media Applications
2011.01.05: Convicted Tax Cheat Denied Acquittal
2011.01.04: IRS Kicks Off 2011 Tax Season with Deadline Extended to April 18; Taxpayers Impacted by Recent Tax Breaks Can File Starting in Mid- to Late February
2011.01.04: Tax Tip 2011-02: Do I Have to File a Tax Return?
2011.01.04: BNA Webinar to Feature Leading Estate Tax Experts Hesch and Gassman, Will Outline Opportunities to Estate Tax Planners Arising from New Legislation
2011.01.04: Tax Tip 2011-01: Top 10 Tax Time Tips
2011.01.04: CRS Review of Estate Tax Changes
2011.01.04: IRS Email: Timely Filing Taxpayer May Get Extension for Alternate Valuation Election
2011.01.04: PLR 201052002: No Adverse Tax Consequences for Great-Grandchildren Trust Distribution Agreement
2011.01.03: IRS TAX TIP 2011-01
2011.01.03: Graham Bowley: The New Speed of Money, Reshaping Markets
2011.01.03: Larry R. Goldstein and Robert Gordon Chambers: Tax Legislation Affects Employee Benefits, Social Security Taxes and Individual Retirement Accounts
2011.01.03: Race and Testamentary Freedom
2011.01.03: Keeping Money in the Family
2011.01.03: Guidance Sought on FATCA Reporting and Withholding Requirements
2011.01.03: Taxpayer Entitled to Deduction for Expenses Paid by Mother
2011.01.03: 2010's Perfect Storm for Tax Reform Shifted to 2012
2011.01.03: Tax Analysts 2010 Person of the Year: IRS Large Business and International Division Commissioner Heather Maloy
2010.12.31: Model Client Letter/Memo Re 2010 Tax Act
2010.12.31: Carryover Basis Guidance Most Needed
2010.12.30: Herzig: The Tax Treatment of Exchange Funds
2010.12.30: Disney Family Estate Battle
2010.12.29: Odds of having a will increase with age
2010.12.29: Heirs of the Wealthy Fire Their Parents' Advisors 90% of the Time
2010.12.29: Purchasing Life Insurance for the Ultra-Wealthy
2010.12.29: IRS Corrects January AFR Guidance
2010.12.28: IRS Reissues No Change Reports Interim Guidance for Estate Tax Attorneys
2010.12.28: PLR 2010501002; 201051003; 201051004; 201051023: No Adverse Transfer Tax Consequences
2010.12.28: Using the Power of Appointment to Protect Assets
2010.12.28: Extrinsic Evidence Not Admissible to Vary the Meaning of Unambiguous Term
2010.12.28: Obama Returns to End-of-Life Plan That Caused Political Storm
2010.12.28: Tracy Morgan Recovers From Kidney Transplant
2010.12.27: Tax Cut Extensions Help, But Only in the Short Term
2010.12.27: House Republicans Announce Rules for 112th Congress
2010.12.23: Ed Koch Reflects on the Last Days of the 110th Congress
2010.12.23: Forbes: State Estate Taxes Loom As Big 2011 Issue
2010.12.23: IRS Releases January AFRs
2010.12.23: Larry David: Thanks for the Tax Cut!
2010.12.23: Heritage Foundation: VAT Hurts Savings
2010.12.23: Hatch Announces Minority Finance Committee Staff
2010.12.23: CBPP Claims Democrats Help and Republicans Hurt
2010.12.23: IRS Publishes January AFRs
2010.12.22: James Paris: The bottom line on taxes for 2011
2010.12.22: Amy Hoak: End Near for Best Energy Tax Deal
2010.12.22: Beyond The Tax Deal: Targeting The Code Itself
2010.12.22: EDITORIAL: The Tax-Cut Deal
2010.12.22: Tim Rutten: And the Rich Get Richer
2010.12.22: Michael M. Gleeson: Dems: Tax cut package will kill Social Security
2010.12.22: Robert W. Wood: AMT Tax Nicely Embroidered
2010.12.22: Keeping Trusts Out of Private Law is Impossible
2010.12.22: The Modern Champion of the Estate Tax was a Republican
2010.12.22: Assignment of Trust Account to Inter Vivos Trust Revokes Beneficiary Designation
2010.12.22: Tax Bills Introduced to Make Tax Cuts Permanent
2010.12.21: GRATs Dodge Regulatory Bullet
2010.12.21: Ho Ho Ho - Congress delivers an estate-planning present to business owners
2010.12.21: Trusts, Fiduciary Obligations and the Family Jet
2010.12.21: ABA Real Property, Trusts and Estates Section Addresses Congress on Issues of Estate and GST Tax Legislation
2010.12.21: Tax Relief Bill Text and Analysis
2010.12.20: Obama Signs Tax Bill Into Law
2010.12.20: PLR 201050005; 201050006; 201050008: Allows Two Trusts Merging Into One
2010.12.20: PLR 201050011: Foreign Entity Characterized as a Trust
2010.12.20: Madoff Trustee Collects $7.2 Billion from One Estate
2010.12.20: CLE on Estate Planning Basics
2010.12.20: Issues to Consider Over the Next Two Years
2010.12.19: ABA Taxation Section to Hold Midyear Meeting: "Network, Educate, and Learn"
2010.12.19: New York Times Experts Debate: Do Estate Taxes Matter?
2010.12.19: Free eBook Explores How To Do Business in 2011
2010.12.17: Tax Deal May Actually Benefit Wealthy More Than the 2010 Estate Tax Lapse
2010.12.17: Tax Bill Passes House, On to President's Desk
2010.12.17: Swiss Banker Charged With Aiding Tax Evasion
2010.12.17: Tax Bill Passes
2010.12.17: Tax Bill Passes
2010.12.16: Ray D. Madoff: Give Up on the Estate Tax
2010.12.16: Donald H. Kelley: Planning Perspectives: One-stop shopping for the charitable gift or charitable organization planner
2010.12.16: Understanding Key Provisions of the Tax Bill Passed By the Senate
2010.12.16: House Democrats Prepare Their Amendments to Estate Tax Portion of Tax Deal
2010.12.16: Senate passes tax bill 81 to 19
2010.12.16: Will Democrats Buy the Deal?
2010.12.16: Tax Bill Passes Senate; Still Faces Hurdles
2010.12.15: Chris Good: Will Democrats Buy the Deal?
2010.12.15: Dan Murphy: Wrong Tack on Estate Tax
2010.12.15: Webinar: The 2011 Tax Update and Its Impact on Your Practice
2010.12.15: SAVE THE DATE: The Estate Tax-What is Going On and What To Do Before 2011
2010.12.15: The Trust Advisor Blog: Advisors Predict Obama Tax Deal Will Hurt Trust Business
2010.12.15: Gift and Estate Tax Reform
2010.12.15: Heritage Foundation Top 5 Tax Code Problems
2010.12.15: Qualified Disclaimers To Minimize Current Estate Tax
2010.12.15: Tax Cuts Bills May Get Split
2010.12.14: WTAS: For The Record
2010.12.14: CCH Group: Tax Relief/Job Creation Act of 2010
2010.12.14: Tax Foundation Tax Calculator with Compromise Updates
2010.12.14: The Confusing Future of the Estate, Gift and GST Taxes
2010.12.14: Tax Bill Continues to Generate Criticism
2010.12.14: 22nd Annual Advanced Estate Planning Techniques
2010.12.14: House Democrats Will Vote on Tax Bill; Estate Tax Emerges as Main Concern
2010.12.14: Tax cut package progresses in Senate
2010.12.14: Loss of estate tax leaves hole in state budget
2010.12.14: How We Got From Estate Tax To 'Death Tax'
2010.12.13: More on the Obama-GOP Tax Compromise
2010.12.13: Jaclyn H. Schottenstein: Is Bank Secrecy Still Bankable?: A Critical Review of Bank Secrecy Law, Tax Evasion and UBS
2010.12.13: Steve Akers: Estate, Gift and GST Tax Provisions of "Tax Relief... Act of 2010" Being Considered by Senate
2010.12.13: Senator Sanders Filibusters Obama's Estate Tax Deal
2010.12.13: New Website Offers an Up-to-Date List of American Schools with a Masters Program in Accounting
2010.12.13: Senate Posed to Act on Tax Bill
2010.12.13: JCT and CBO Estimate Senate Tax Bill Cost: $857.8 Billion
2010.12.13: PLR 201049012: IRS Grants GSTT Exemption Allocation Extension
2010.12.13: Michele A.W. McKinnon and Kelly L. Hellmuth: Senate Tax Bill Extends IRA Charitable Rollover
2010.12.13: David O'Leary: ESOPs - A Way to Provide Liquidity for Minority Shareholders: ESOPs can provide a closely held company with a market for its stock and resolve its shareholders' liquidity needs
2010.12.13: R. Scott Johnston: 2010: A Year of Opportunities and Uncertainties
2010.12.11: Estate Tax Confusion Continues
2010.12.11: Harry Reid Introduces Legislation for Obama-Republican Deal
2010.12.10: ABA Journal: Unhappy Holidays for Wesley Snipes as Judge Denies Request for Delayed Jail Term
2010.12.10: ABA Journal: Parrot's Chilling Comments Aid Police in Elder Abuse Case
2010.12.10: TaxProf: Latest "Plutocrat" Dies, Winning "Estate Tax Lottery"
2010.12.10: CRS Reports on Effects of Expiring Tax Cuts
2010.12.10: Government Wins Unpaid Estate Tax Case
2010.12.10: Reid Introduces Tax Legislation
2010.12.09: White House Deficit Reduction Panel Issues "Moment of Truth" Report
2010.12.09: Fiscal Policy Report Calls for Charitable Tax Credit; Increased Capital Gains Rates
2010.12.09: Ronni Chasen's 2006 Will Still Not Located
2010.12.09: Liliane Bettencourt Ends Feud with Daughter, Cuts Ties with Banier
2010.12.08: Colbert on President Obama's Tax Deal With the Republicans
2010.12.08: Alert on Gift Tax December 8, 2010
2010.12.08: Oklahoma Gives Executors Right to Control Deceased's Online Social Media Accounts
2010.12.08: Elderly Individuals Defy Their Age
2010.12.08: Tax Policy Center Reports on Distributional Effects of Tax Agreement
2010.12.08: Tax Agreement Criticized by All Sides
2010.12.08: AICPA: We Need Estate Carryover Basis Guidance
2010.12.08: Treasury Releases 2011 Guidance Priority List
2010.12.08: Hani Sarji: Two Sections of The American Bar Association Urge Congress To Act On Pending Estate & GST Tax Legislation
2010.12.08: December 7, 2010: Special Edition Tax Tip
2010.12.08: The Walking Death Tax: Without Congressional action, it returns with a 55% rate vengeance in 26 days
2010.12.08: December 3, 2010: Deloitte Tax News & Views
2010.12.07: Finding the Silver Lining in the Dark Cloud of Continued Uncertainty
2010.12.07: Steve Akers: Proposed Estate, Gift and GST Legislation With Effective Date Regarding Gifts and GST Transfers of December 2, 2010
2010.12.07: IRS Issues Guidance on Estate Tax E-Filing
2010.12.07: Center for American Progress Suggests Deficit Reduction Plan
2010.12.07: Republicans and White House Reach Tax Agreement
2010.12.07: IRS Issues Guidance on Foreign Income Taxes
2010.12.07: 2511(c) Gift Tax Implications on Transfers in Trust
2010.12.07: Tax Deal
2010.12.06: Wilmington's Wealthy Clients Rattled as Loan Loss Scandal Unfolds
2010.12.06: Arizona Medicaid System Cuts Funding for Transplant Operations
2010.12.06: Delaware Chancery Court Holds Non-fiduciary Jointly and Severally Liable for Trustee's Breach
2010.12.06: Kuzosko Harris: Comments to SEC Proposed Rules For Exemption on Family Offices
2010.12.06: ABA Urges Congress to Address Estate Tax "Limbo"
2010.12.06: Valuation Discount on Lien Discharge Is Discretionary
2010.12.06: Trust's Judicial Reformation Does Not Disqualify CRUT
2010.12.06: PLR 20108647: Extension of Historic Rehabilitation Tax Credit
2010.12.06: Fourth Circuit Affirms Sanctions and Estate Tax Deficiency
2010.12.06: Fourth Circuit Affirms Sanctions and Estate Tax Deficiency
2010.12.04: Wealth Matters: Insurance and Trusts for Pets
2010.12.03: ABA: Concerns and Commentary About the Future of the Legal Industry
2010.12.03: Nine Tips For Tax-Smart Charitable Giving
2010.12.03: Interior Designer's Estate to be Auctioned Off
2010.12.03: Credit for Tax on Prior Transfers Under 2013
2010.12.03: Baucus Introduces Middle-Income Tax Rate Reduction Bill
2010.12.03: Government Wins Estate Tax Refund Suit
2010.12.03: House Passes Middle Income Tax Cuts
2010.12.03: CRS Updates Effects of Expiring Tax Cuts
2010.12.03: JCT Explains Tax Relief Amendment to the Amendment
2010.12.03: IRS Loses Wrongful Levy Suit
2010.12.03: IRS Targets 10,000 Paid Preparers with Letters
2010.12.03: House Members Say Full Tax Cut Extension Does Not Violate Paygo
2010.12.02: Pretermitted Children -- What actions deemed to "otherwise provide for"
2010.12.02: Estate Tax Final Obstacle to Reaching Compromise on Bush Tax Cuts
2010.12.02: Gratuitous Transfers and Sherlock Holmes
2010.12.02: Comments Requested on UBTI and CRTs
2010.12.02: JCT Report Reviews Development of Federal Tax System
2010.12.02: Middle-Class Tax Cut Extension Introduced in House
2010.12.02: Shulman: AMT Patch Needed ASAP
2010.12.02: McConnell: Tax Cuts Should be for Everyone
2010.12.02: Pelosi: Tax Cuts Should be Consistent with Pay-As-You-Go
2010.12.02: New Take on the Alternative Minimum Tax
2010.12.02: TIGTA: Currency Reports Can Weed Out Tax Cheats
2010.12.02: Should First Dying Spouse Forgo Marital Deduction?
2010.12.01: ABA Teleconference on "Tax Policy Implications for the Insurance Industry After the Midterm Elections"
2010.12.01: December Section 7520 Rate Reduced to Historic Low
2010.12.01: Market Watch: Year-End Harvesting
2010.12.01: November 2010 ABA E-News
2010.11.30: Wall Street Journal: Poll Asks for Your Opinion on National Sales Tax
2010.11.30: Bloomberg: Return of Estate Tax Looms as Final Impediment to Extending Bush Tax Cuts
2010.11.30: Estate Analyst: Resurrecting the $20 Million Estate
2010.11.30: Order to Account Not Appealable
2010.11.30: CLE on Grantor Trusts
2010.11.30: Courts Aren't Monitoring Guardians Successfully
2010.11.29: Ron Lieber: A Dying Banker's Last Instructions
2010.11.29: Geraldine Fabrikant: Family's Fall From Affluence Is Swift and Hard
2010.11.29: Useful Tool for State Income and Estate Taxes
2010.11.29: Using Qualified Disclaimers as a Hedge for Tax Uncertainty
2010.11.29: Planning Your Estate in 16 Steps
2010.11.29: Spanos Puts His Stake of San Diego Chargers on the Market for Estate Planning Reasons
2010.11.29: Treasury Inspector General Issues Report on Foreign Accounts
2010.11.29: IRS Can't Condition Discharge on Payment in Short Sale
2010.11.29: Beneficiaries Can't Use Estate's Unused Loss Carryovers
2010.11.29: One-Page Estate Tax Compromise
2010.11.29: Furchtgott-Roth: Congress Needs to Provide Tax Certainty
2010.11.24: ABA Journal: Thomson Reuters Likely to Shift Focus from Education to Outsourcing
2010.11.23: Robert W. Wood: Ghoulish Estate Planning Before New Year's?
2010.11.23: Dennis Hopper Trust Suit Poses Great Risk to His Estate
2010.11.23: Statutes in Effect at Time of Testator's Death Govern Will Validity
2010.11.23: 9th Circuit Affirms Secondary Beneficiary Tax Liability
2010.11.23: CBO Director Elmendorf: Fiscal Outlook Contingent on Credible Reductions of Budget Deficits
2010.11.23: House Democratic Whip Favors Extending Cuts AND Watching Them Expire
2010.11.22: DOJ Indicts Californian for Hiding Assets with UBS
2010.11.22: CBO Director Warns Against Permanent Tax Cuts or Spending Increases
2010.11.22: IRS Letter Ruling: Distribution of Property to Spouse pursuant to Settlement Agreement Treated as Transfer from Decedent for Marital Deduction Purposes
2010.11.20: Tax Court provides new guidance on valuation discounts for LTCG in Estates
2010.11.19: Planning at a Time of Uncertainty
2010.11.19: Fighting Off an Attack Incapacity Suit
2010.11.19: Newcomb College Case to be Appealed to Louisiana Supreme Court
2010.11.19: Tax Policy Center Reviews Bipartisan Policy Tax Center Reform Proposal
2010.11.19: Battle Continues Over Expiring Tax Cuts
2010.11.19: In-Plan Rollover Guidance Coming Soon
2010.11.19: UBS Client Pleads Guilty to Filing False Tax Return
2010.11.18: In re: DHB Industries, Inc. Derivatives Litigation
2010.11.18: James M. Lindsay: The Lame-Duck Congress Returns
2010.11.18: Forbes: Billionaires On Board -- Nonprofits With The Wealthiest Directors
2010.11.18: Forbes: 2011 Investment Guide
2010.11.18: Forbes: America's 200 Largest Charities
2010.11.18: Abolition of Stranger to the Adoption Rule Applies Retroactively
2010.11.18: Call for Papers -- The Uniform Probate Code: Remaking of American Succession Law
2010.11.18: The Impact of Legislation on Charitable Bequests
2010.11.18: Near Billionaire Allegedly Forged Billionaire's Will
2010.11.18: UFE: "Small Business Owners Say Yes to the Estate Tax"
2010.11.18: David Camp Lays Out Tax Policy Views
2010.11.18: IRS Publishes December AFRs
2010.11.17: ABA: Lawyers Have Incredible Lack of Interest in Changing Legal Marketplace
2010.11.16: Tomorrow: Register for Moses & Singer's "2010 Year-End Estate Planning Opportunities" Webinar
2010.11.16: New Hampshire Sets Sights on Becoming the New Delaware of the East
2010.11.16: NYT: Investors Put Money on Lawsuits to Get Payouts
2010.11.15: Domhoff: Wealth, Income, and Power
2010.11.15: Jonah Lehrer: Are We Hardwired to Love Taxes?
2010.11.15: Paul Sullivan: Planning for Income and Estate Taxes in an Uncertain Time
2010.11.15: New York Times Budget Puzzle: You Fix the Budget
2010.11.15: Debt Commission Recommendations Get Mixed Reviews
2010.11.15: Obama Emphasizes Extension of Middle Class Tax Cuts
2010.11.15: Baucus Introduces Bill to Repeal 1099 Reporting Requirements
2010.11.14: IRS VALUATION WIN UPHELD IN HOLMAN APPEAL
2010.11.14: Estate Planning at All Levels of Wealth: Don't the Wealthy Deserve As Much Attention to Competence Planning As Those Who Seek Medicaid Planning?
2010.11.14: Eligibility of Trusts to Make Alternative Investments
2010.11.14: IRS Audits Target Wealthy
2010.11.12: Venable: Mid-Term Elections Yield Split Congress, Leadership Changes
2010.11.12: Joshua S. Rubenstein: Election Results Are In...So Where Does That Leave the Estate Tax?
2010.11.12: NYT: Tax Cut Timing Is Proving Problematic for Democrats
2010.11.12: Democrats criticize Obama regarding rumors Obama is willing to extend all Bush Tax Cuts
2010.11.12: New Cost-Basis Reporting Rules
2010.11.12: CLE on Planning for Vacation Homes
2010.11.12: Thoughts on Preparing for and Becoming a Guardian
2010.11.12: Peterson-Pew Commission recommendations to reduce US deficit
2010.11.12: Co-Chairs of Commission on Fiscal Reform propose $4 Trillion deficit reduction plan
2010.11.11: ACLU Fights Estate Tax Bill for Gay Couple
2010.11.11: Exoneration: Testator's Estate is Liable for a Mortgage on Entireties Property
2010.11.11: Stephen Colbert on the Bush Tax Cuts
2010.11.11: Security for Certain Out-of-State Banks and Trust Companies Serving in Virginia
2010.11.11: Robert Frank: Giving by the Rich: Altruism or Just a Tax Write-Off?
2010.11.11: John D. McKinnon: Extending Tax Cuts but with a Catch
2010.11.11: Panel Weighs Deep Cuts in Tax Breaks and Spending
2010.11.10: Directed Trusts Made Simple" Pulls in $70 Million
2010.11.10: Handling 2010 Carryover Basis Rules
2010.11.10: Check-the-Box Trust Regulations
2010.11.10: Guardianship Expenses Included in Available Resources for Medicaid Eligibility Purposes
2010.11.10: Bipartisan Committment to AMT Relief
2010.11.10: CRS Reports on AMT by State
2010.11.10: Treasury to Consider Lawmakers' Suggestions on FATCA
2010.11.09: Scott Martin: Wilmington Trust's Sale to M&T Bank Beginning to Show Signs of Defections
2010.11.09: Freep.com: Extend Federal Tax Cuts for Just One Year
2010.11.09: Martin A. Sullivan: Fiscal Crisis, Part 2: Catastrophe
2010.11.09: Christopher W. Yugo: Estate Planning: Having Fun with EGTRRA
2010.11.09: Paul Krugman: Wag The Me
2010.11.09: Paul Sullivan: Exploring Trusts for the Disabled
2010.11.09: Lori Montgomery: White House, Congress Poised for Battle Over Tax Breaks in Lame-Duck Session
2010.11.09: Kathy Loden, Joel Deuth & Brendan Mohoney: GOP Tightens Grip on Tax Policy as Republicans Win House, Make Gains in Senate
2010.11.08: What About a New Tax Bracket for Millionaires?
2010.11.08: TD Bank Seeks Exception Under FATCA
2010.11.08: "Estate Tax Offers Quick Test for Congress"
2010.11.08: IRS Revokes Trust's Tax Exempt Status
2010.11.08: CPAs Blitz IRS With Letters for Relief From Proposed Tax Preparer Rules
2010.11.08: Tax Lien Foreclosure Denied on Jointly Held Property
2010.11.08: GOP Victory May Not Change Tax Agenda
2010.11.06: