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Brian Corrigan, of Farrell Fritz, writes about a case where the NY Surrogote’s Court awarded a non-party $40,000 in counsel fees for compliance with a subpoena. HIs article begins as follows: New York CPLR 3122(d) provides that the “reasonable production expenses” incurred…
2020 Outlook on Tax The Bloomberg Tax & Accounting: 2020 Outlook on Tax is available for download. It covers the following topics: Major takeaways from our investigation of Ontario’s tax-sharing pactThe top five SALT initiatives for 2020The countries following Australia’s…
In Railroad Holdings, LLC v. Commissioner, T.C. Memo 2020-22 (Feb. 5, 2020) the Tax Court held that an LLC was not entitled to a charitable contribution deduction for a conservation easement. The taxpayer executed a deed declaring a conservation easement…
The IRS has released guidance in Rev. Proc 2020-8 that requires electronic submissions of Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code. The guidance provides a 90-day transition relief period, during which paper…
How key pieces of technology can boost business efficiency Focusing on the best way to leverage key pieces of technology can help advisers build more efficient and productive businesses, writes consultant Charesse Hagan. In this post, she outlines seven tech systems that…