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The presentation below outlines some of the most important tax policy proposals of the Joe Biden campaign. While not all of these proposals will be enacted, general themes emerge that families and individuals ought to consider when reviewing their estate and tax...
This month on "Ask the Experts," I dove into the current and potential future landscape of estate planning as we approach the November presidential election. Most importantly, I highlighted some of the proposed changes to the estate planning and tax laws that we could...
This week on "Ask the Experts" I talk about a number of estate planning law topics that have been on my mind during the coronavirus pandemic. Above all, it's critical that you see to your end of life planning early, before you are forced to do it. Other topics of...
As the COVID-19 pandemic continues to run rampant through Florida, there's never been a more pressing time to think seriously about your estate planning options. You have the right to say how you want your estate to be managed and dispersed, but you have to plan ahead...
[ad_1] 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...
[ad_1] 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...
[ad_1] 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...
[ad_1] 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...
[ad_1] 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...
[ad_1] 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...
[ad_1] 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,...
[ad_1] 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...