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Client Alert
October 14, 2026
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Client Alert
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Client Alert
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News
Partners Ryan Carpenter and Blake Halperin discuss evolving key person provisions with Private Funds CFO.
From Private Funds CFO
on September 23, 2026
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Newsletter
September AFRs and 7520 Rate
NYC "Pied-à-Terre" Tax – Final Rules & Other Updates
Proposed Limits on "Mega" Retirement Accounts (S. 5040 and H.R. 9813)
Lewis v. Commissioner, T.C. Memo. 2026-58 (July 20, 2026)
South Dakota Senate Bill 100
PLR 202632007 (August 7, 2026)
September 2026
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Newsletter
August AFRs and 7520 Rate
Treasury Decision 10051 (July 9, 2026)
Trump Accounts Qualify for the Annual Exclusion
Family Office Found., Inc. v. Comm’r, No. 10779-23X (T.C., pending)
In re Tung Trust Dated October 24, 2011, 2026 WL 1661672 (Cal. Ct. App. June 9, 2026)
JCT Footnote 102 on IRC § 68
Estate of Fields v. Commissioner (5th Cir., Filed June 8, 2026)
Fla. Stat. § 736.10081
PLR 202625012 (June 18, 2026)
August 2026
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Newsletter
July 2026 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
IRS Proposes Increase to Estate Tax Closing Letter User Fee
New York City "Pied-à-Terre" (Second Home) Tax
New SCPA § 307 Service of Process Rules in New York Surrogate's Court
United States v. Huckaby, 2026 WL 587784 (E.D. Cal. Mar. 3, 2026)
Matthews v. Nielsen (In Re Estate of Nielson) (Mich. Ct. App. 2026)
PLR 202619008 (May 8, 2026)
IRS 2025 Data Book
Succession of Lynch, 415 So. 3d 939 (La. App. 2 Cir. July 16, 2025)
PLR 202622003 (March 2, 2026)
C.S. v. R.H., 2025 N.Y. Misc. LEXIS 7294 (Sup. Ct., N.Y. County, Sept. 8, 2025)
July 2026
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Blog
From Proskauer For Good
on June 10, 2026
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Client Alert
May 28, 2026
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Client Alert
May 22, 2026