Loeb and Loeb has issued its latest High Net Worth Family Report, which covers the following items:

  • What You Need to Know About Corporate Inversions
  • Taxpayer Avoids Penalties by Relying on Professional Advice
  • IRS Streamlines Offshore Voluntary Disclosure Program
  • IRS Issues Additional Guidance as to When Construction Begins for Production Tax Credit
  • The End of the Year Is Rapidly Approaching
  • IRS Changes Rules Regarding IRA Rollovers
  • Tax Court Addresses Income, Estate and Gift Tax Issues Related to Personal Goodwill
  • Tax Court Attributes Significant Value to Personal Goodwill in Estate Tax Valuation Case
  • California Franchise Tax Board Expands Concept of Doing Business in California for Out-of-State Corporations
  • Recent Case Emphasizes Importance of Keeping Records of the Tax Basis of Assets
  • Court Holds That Land Sold Was Inventory That Gave Rise to Ordinary Income
  • Another Taxpayer Mistake Causes Loss of Charitable Contribution Deduction

Read the report at High Net Worth Family Tax Report, Vol. 9, No. 2 | Loeb & Loeb LLP – JDSupra.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.