Stephen Liss

IRC Section 2801: What U.S. Estate Planners Need to Know 
Stephen Liss and Marianne R. Kayan provide guidance on how to overcome the tax presumption on gifts, bequests and distributions from a foreign trust.
Using DINGs to Help Reduce Federal Income Tax 
Stephen Liss discusses how DINGs may be repurposed to leverage the grantor’s annual gift tax exclusion
IRS Issues Draft Form 8938 Instructions
They contain a number of tax friendly provisions
Valuation Clauses 
Since 2006, taxpayers have won three significant victories related to valuation clauses. Numerous articles have been written on McCord,1 Christiansen2
Defining Trust Income 
In December 2003, the Internal Revenue Service issued new regulations governing the definition of trust income for federal tax purposes. These regulations
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