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The Tax-Saving Potential of Gifts and Sales to Family Trusts Jul 31, 2023 A recent gift tax case involving the founders of Firehouse Subs illustrates both the benefits and risks involved with this technique. A Feud is Brewing Over Dianne Feinstein’s Husband’s Estate Jul 28, 2023 The long-tenured senator's daughter has filed two separate lawsuits on her behalf. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Taxpayers Denied $5.2M Charitable Deduction Jul 26, 2023 They didn’t meet documentation requirements, and their appraisals contained valuation misstatements. Fiduciary Exception May Allow Access to Otherwise Privileged Documents Jul 26, 2023 New York court allows minority owner to obtain information despite attorney-client privilege. IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries Jul 26, 2023 They won’t owe excise tax on required minimum distribution failures from 2021 to 2023. Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
A Feud is Brewing Over Dianne Feinstein’s Husband’s Estate Jul 28, 2023 The long-tenured senator's daughter has filed two separate lawsuits on her behalf. No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Taxpayers Denied $5.2M Charitable Deduction Jul 26, 2023 They didn’t meet documentation requirements, and their appraisals contained valuation misstatements. Fiduciary Exception May Allow Access to Otherwise Privileged Documents Jul 26, 2023 New York court allows minority owner to obtain information despite attorney-client privilege. IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries Jul 26, 2023 They won’t owe excise tax on required minimum distribution failures from 2021 to 2023. Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
No Tax Due on Transfer of Assets Between Private Foundations Jul 27, 2023 Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer. Taxpayers Denied $5.2M Charitable Deduction Jul 26, 2023 They didn’t meet documentation requirements, and their appraisals contained valuation misstatements. Fiduciary Exception May Allow Access to Otherwise Privileged Documents Jul 26, 2023 New York court allows minority owner to obtain information despite attorney-client privilege. IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries Jul 26, 2023 They won’t owe excise tax on required minimum distribution failures from 2021 to 2023. Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Taxpayers Denied $5.2M Charitable Deduction Jul 26, 2023 They didn’t meet documentation requirements, and their appraisals contained valuation misstatements. Fiduciary Exception May Allow Access to Otherwise Privileged Documents Jul 26, 2023 New York court allows minority owner to obtain information despite attorney-client privilege. IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries Jul 26, 2023 They won’t owe excise tax on required minimum distribution failures from 2021 to 2023. Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Fiduciary Exception May Allow Access to Otherwise Privileged Documents Jul 26, 2023 New York court allows minority owner to obtain information despite attorney-client privilege. IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries Jul 26, 2023 They won’t owe excise tax on required minimum distribution failures from 2021 to 2023. Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries Jul 26, 2023 They won’t owe excise tax on required minimum distribution failures from 2021 to 2023. Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Buy-Sell Planning after Connelly Jul 25, 2023 Another case that creates great client service opportunities involving redemption adjustments. Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Celebrity Estates: Celebrity Tax Planning Adventures With Jim Henson and Michael Jackson Jul 24, 2023 Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Lessons for Advisors From Aretha Franklin’s Estate Woes Jul 21, 2023 Don’t assume wealthy clients have done their planning. Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
Considerations for Private Equity Investments in a Changing Environment Jul 20, 2023 What’s happening with this asset class? Load More first previous … 46 47 48 49 50 51 52 53 54 … next last Load More
