Planning in light of the Coronavirus with Paul Labiner Interview with Paul Labiner talks about: Planning in light of the Coronavirus Call Paul Labiner 1 (561) 998-2362 The Law Office of Paul S....
Tax Court Tentatively Disallows Conservation Easement Deduction Due to Omitted Required Basis Information The Tax Court disallowed a conservation easement charitable contribution deduction because the taxpayer’s return omitted the cost or adjusted basis of the...
The Kitces Report has published an article, by Jeffrey Levine. The Executive Summary is as follows: Passed in December of 2019, the SECURE Act brought several changes to the rules governing retirement accounts, the most significant of which (at least for...
According to The NY Times and other news sources, the Treasury Department is considering delaying tax payments beyond the April 15 deadline, according to a person familiar with the plans, as taxpayers and the Internal Revenue Service brace for economic...
SECURE Act changes rules to encourage retirement savings: By Dave Strausfeld, J.D. The recently enacted Setting Every Community Up for Retirement Enhancement Act of 2019 modifies some rules for retirement accounts and employer plans. Supreme Court...
Bridget J. Crawford, Pace University School of Law, and Jonathan G. Blattmachr, have made available for download their forthcoming Tax Lawyer article, Basis and Bargain Sales: Income Tax and Other Concerns. The Abstract is as follows: This article explores the...
Yi W. Stewart, on the NY Trusts Estates Litigation Blog, has written an article about obtaining disclosure of a decedent’s digital assets. Her article begins as follows: Since the last post to this blog on the evolving issue of access to a...
Steve Akers has made available for download his Heckerling Musings 2020. The Abstract is as follows: A summary of observations from some of the sessions at the 54th Annual Heckerling Institute on Estate Planning held in Orlando, Florida the week of January 13,...
Bloomberg is making available for download without charge its special report, Pass-Through Entities Face Myriad State-Level Taxes, Compliance Obligations. The summary is as follows: While pass-through entities (PTEs) are the most common form of business...
Secure Act in detail and planning opportunities with Paul Labiner Interview with Paul Labiner about: Secure Act in detail and planning opportunities Call Paul Labiner 1 (561) 998-2362 The Law Office of Paul S. Labiner...
Roth conversions after the Secure Act.
Secure Act - Overview 10 year payout