Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability May 29, 2024 Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability. Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
Probate Disputes Explained May 22, 2024 A comprehensive guide to family conflict and asset distribution. Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
Six Items that Could Trigger an IRS Audit May 22, 2024 Wealthy individuals with a red flag on their tax returns are more at risk. Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
Is Your Client's Family Office Prepared for the Worst? May 22, 2024 A new report finds families underestimate risks and potential threats. IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
IRS Issues Proposed Foreign-Trust Regulations May 17, 2024 The agency seeks to prevent abusive tax schemes. Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
Grantor Trust Mischaracterization Might Cost Heirs $15M May 15, 2024 A recent case illustrates the inherent reporting difficulties faced by individuals with foreign trusts. Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations. IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
Penalties Properly Assessed for Failure to File Form 5472 May 15, 2024 Appeals court hands out win to IRS regarding filing requirements of foreign corporations.
IRS Issues New Regs on GST Allocations May 08, 2024 Taxpayers must apply for a private letter ruling to get an extension. Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
Life Insurance Planning When the Sunset’s in Doubt May 08, 2024 Helping skeptical clients hedge their bets on tax law change. IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
IRS Forms New Office to Resolve Tax Disputes Earlier and More Efficiently May 01, 2024 The agency hopes to renew interest in alternate dispute resolution options. Load More 1 2 3 4 next last Load More
